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Make your business work smarter, CRM Simplification, Creatio CRM, Jobs To Be Done,

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9 Min Read

Ease the pains of synchronizing contact information with PieSync

Are you tired of trying to keep your contact information synchronized between different applications?  PieSync's 2-way sync can help ease that frustration and save you time to use for more better purposes. PieSync does more than just translating protocols and manipulating data structure. PieSync is also about “smart syncing”.  Consider the following insights.

Bi-Directional Sync and APIs

A Bi-Directional or 2-way sync works by gathering and sharing data from two different systems through their application programming interfaces (APIs).

In our cloud-based business world, we usually call systems “apps”, examples of apps can be HubSpot or MailChimp.

Every app has an API which acts as a gateway (the technical term for gateways is “servers”), through which data can be extracted, or “pulled”.

In order to pull this data from the app and share it with a different app, you need a middleman, or “client”, such as PieSync. This client pulls that data from one API and then transforms and submits this data to the second API.

image-for-Intelligent-Sync

For more on what is a 2-way sync and how does it work.


 

Great news!

Bpm’online CRM is a process-driven cloud based software that connects the dots between marketing, sales and customer service, efficiently managing the complete customer journey – from lead to order, and to ongoing account maintenance.

Now you can sync bpm’online with these apps and many more.

PieSync bpmonline integration apps

Why PieSync?

PieSync allows you to sync contacts between multiple business cloud apps.

Let’s say you use bpm’online as a CRM, HubSpot for Marketing Automation, MailChimp for email marketing, and Google Contacts to store contacts. You’re collecting customer data from multiple sources.

PieSync-bpmonlione with other apps

The problem is these apps don’t talk to one another and the data gets stuck in the app that collected it, breaking the communication between the different teams inside your company.

So what do most businesses do? Look for a workaround like data dumps, import/export, or manual data entry. Solutions that might be handy if you have only a few contacts, but definitely not for a big database.

In that case, it’s impossible to ensure that everyone in the company has access to the same, up to date, correct data. You’re also running the risk of duplicate entries, and inaccurate data. A disaster!

But don’t worry! PieSync can help you!

Now syncing contacts with Bpm'online in real time: 

Learn more about the advantages of using Bpm'online in combination with PieSync.


More benefits:

Save time spent on data entry PieSync syncs all your contacts bidirectionally across your favorite cloud apps, so you only have to enter customer data once. Because you only have to enter your data once, you’ll dramatically decrease manual errors. How’s that for clean data?

5-Minute Setup The setup takes less than 5 minutes. Then your contacts will be in sync forever. You don’t have to waste hours of your time setting up and configuring your sync.

No installation or download You don’t have to install or download any additional software. No need to worry about OS incompatibility and storage space. PieSync works in the cloud, this means you don’t have to worry about your servers breaking down and the sync being broken. We take care of everything for you.

Set it and forget it Select your apps, give PieSync access to your contacts, choose a sync direction and set filters if you like. That’s all it takes to have PieSync sync your contacts. Then you’re good to go, no actions needed on your side, ever again.

Multiple plans to scale your business growth We have multiple plans to suit businesses of all sizes. When your business grows, you can simply upgrade to the next plan. PieSync can sync 2 to 15 connections and up to 100K contacts. Need a larger account? Get in contact for a tailor made plan.

 

 Convinced? Sign up today for a 14-day free trial  or chat with Dick about his experiences:  269 - 445- 3001

 

Topics:   Make your business work smarter CRM Simplification Creatio CRM Jobs To Be Done

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