Want to learn more?

All Categories > Want to learn more?

16 articles

Salesforce: Copying account data to contact level

Do you need to setup a sync from Salesforce data to another app and the data you need sits on the Account instead of the Contact? The fields you can choose to sync to your other app with are only tho…

Last synced 3 months ago by Frans Leys

Should you use Zapier or PieSync to connect Salesforce & ActiveCampaign?

When we look at the popular combinations on the PieSync platform, it is no wonder Salesforce & ActiveCampaign are a match made in heaven. But how do you connect the two platforms? Should you use Zapi…

Last synced 5 months ago

Sync without creating new contacts

You can have PieSync perform a bidirectional sync without actually creating new contacts, but rather, only updating whatever contacts the two apps have in common. Choose the filter "exists in other a…

Last synced 10 months ago by Frans Leys

GAL & Public folders sync

PieSync and Global Address List & Public Folders.. PieSync provides a solution to 2-way sync contacts you would find in Microsoft Outlook, specifically inside personal contacts folders. A personal O…

Last synced 1 year ago by Frans Leys

GDPR assistance through Hubspot & PieSync

Hubspot recently added a feature that will allow you to track lawful basis by setting up automated workflows (f.e. when starting a trial, a lawful basis property gets added to a certain contact) or b…

Last synced 1 year ago by Frans Leys

PieSync Guidelines for Zoho CRM Users

A collection of quick sync-ideas if you use Zoho CRM

Last synced 5 months ago

Intelligent syncing for Nimble

Nimble is a social CRM for small businesses that centralizes contacts and delivers a 360° view of all customers. Nimble’s easy-to-use contact manager generates actionable social insights, tracks enga…

Last synced 5 months ago

Preparing your data for PieSync

5 quick steps to do before you hit "Sync!". Hesitant to "Start syncing now" after you configured a sync? Follow these steps to gain peace of mind! . 1) Pause other syncs to your apps Turn off or paus…

Last synced 2 weeks ago

Running a test sync

If you want to see the sync in action on a limited dataset, you can always apply some intelligent rules to narrow down the sync. Here are a couple of ways to do so.. Dedicated test-tag. Adapt rules t…

Last synced 10 months ago by Frans Leys

Setting up your iPhone to sync with Google Contacts

By default, an iPhone will store contacts on iCloud, or, if you've opted out from iCloud, it will store them locally on your phone. How do you get these contacts synced up to other services? It all d…

Last synced 8 months ago by Frans Leys

Sync your apps with Skype & Windows Phones via Office 365 Outlook.com

How to use the Office 365 Outlook.com integration with Skype to your advantage, when syncing with PieSync. Did you know Office 365 Outlook.com has an integration with Skype? It syncs contacts (with a…

Last synced 2 years ago by Jonas

Cleaning up duplicates

Check out our Blog Posts on Duplicates here below, including a whole range of tips and tricks! It's important to clean up your databases prior to starting the sync! If your sync is already running, m…

Last synced 2 years ago by Jonas

How much time will PieSync save me?

In short: on average around 3-4 hours/week. How do we calculate this average? Let's first see what PieSync handles for you. There are 2 different tasks PieSync solves so you don't need to do it manua…

Last synced 2 years ago by Jonas

Check out our Free E-Books!

Learn more by reading our Free E-books ! . The ultimate guide to contact management. Beginner's guide to CRM. The ultimate guide to Google Contacts. The ultimate guide to Outlook people. PieSync guid…

Last synced 5 months ago

Intelligent syncing for Hubspot

Make sure you get the most of your syncs from and to Hubspot through these recipes that cover phone sync, gdpr, lead nurturing, lead scoring, ..

Last synced 9 months ago by Frans Leys

Reverting a contacts database

It is not possible to revert a sync executed by PieSync, yet certain apps take constant snapshots of the contact database, so even if you forgot to take a backup of your data, you can still go back in time and restore the database you had.

Last synced 2 weeks ago by Frans Leys