Getting started with PieSync Step 1: Choosing your apps In setting up a sync connection, you first choose the apps that contain the contacts data you need synced. We have provided a handy search bar to quickly get to the apps you're looking for. After you select the first app, you immediately proceed to select the second app. We will connect to these apps in a second step. Step 2: Authorize your apps In order to use PieSync, you need to have registered accounts with the apps you selected. At this point, you'll need to connect PieSync to these apps so we can fetch the contacts data configuration. You do this for both apps. While the screenshots below are some examples, the instructions for your app are listed separately on this page. If it is the first time using PieSync, you will need to authorize both apps, one after the other. Step 3: Choose your contact type Choose whether you want to sync Contacts or Leads. The availability to sync Leads depends on whether your app has a Leads entity Step 4: Configure your sync 4.1 A two-way sync is made up by at least two rules Once you authorized 2 apps, you tell PieSync how we should keep your contacts data in sync. By default, PieSync proposes a two-way sync with a drop-down to allow for one-way syncs A two-way sync starts off with 2 rules. Each rule fulfills the conditions of each side of the sync. PieSync looks at all the data stored on each side, so you can define exactly what data needs to move from one side to the other. If you need a simple all-to-all sync, this is all you need to set up (ie. don't change anything to the default setup). Starter plans are limited to two of these rules, but the Pro plan and onward allow for more. Why would you need more than 2 rules? Read on! 4.2) Adding conditions & actions Your contacts don't behave the same way across apps: In your marketing tool, customers are recipients that move across distribution lists and change subscriber status in your invoicing tool, they have carefully kept address & contact information In your contacts management tool linked to your phone, you expect to have their phone numbers and benefit from caller ID In your e-commerce platform, new buyers become customers ..And in your CRM, your customers should consolidate all of this information into a single view Through PieSync you can and you should tweak the sync so that not only contacts get synced, but you also respect the segmentation, tags, groups, categories, custom attributes, subscription status, ... of the apps that the contacts live in. In a PieSync rule, you can choose to add a filter and add actions to syncs. 4.3) Connection settings In addition to setting up sync rules, PieSyncs presents a series of app-dependent options. These include: - a toggle to help AVOID DUPLICATES - possibly hard-coded by default - handy ways to have PieSync SYNC DELETIONS or SYNC UNSUBSCRIBES across datasets - you should CHOOSE YOUR MASTER APP so that during the initial sync and afterwards, conflicting changes can be resolved - in connections that include Google Contacts, we suggest you ADDITIONALLY SYNC TO THE GOOGLE CONTACTS GROUP 'MY CONTACTS', especially useful for iPhone users, as your iPhone contacts get synced to 'my contacts' in Google by default. 4.4) Field mapping A contact is more than just a name. All your contacts attributes need to be carefully mapped with one another in a sync. - PieSync's DEFAULT FIELD MAPPING shows you those default fields we will always keep in sync and details how we mapped them between the two apps you have connected. You cannot change these fields. - In the CUSTOMIZABLE FIELD MAPPING, you'll be able to map fields stored in your apps that we didn't find logical counterparts for. This includes default fields as well as custom fields. The customizable field mapping is set up and shown in the white part below the default field mapping in the configuration. You can add an unlimited amount of mappings and remove, enable/disable them anytime. 4.5) Start syncing! Step 5: Monitor your connection in the Dashboard Authorizing Freshsales For Freshsales, we need your API ID and API key: you can find both under 'settings' - ‘Freshsales API’ within your account. API access is available for all Freshsales users. If you already authorized Freshsales in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS. Choose your contact type Distinguish between Contacts or Leads before proceeding to the configuration page. [IF] Supported Conditions/Filters You can choose to have PieSync only sync a subset of these contacts: - Do Not Disturb - Lead Quality - Lead Score - Owned By - Has (Not) Been Contacted - A filter on FIELDS, including CUSTOM FIELDS [THEN] Supported Actions When you are syncing contacts into Freshsales, you can choose to have specific actions take place: - Set owner to - Update Do Not Disturb - Update CONTACT FIELDS, including CUSTOM FIELDS Default Field Mapping Freshsales contact records offer ample fields to store contact information. Depending on the other app you're syncing with, a default mapping is proposed. This could look like this, on the left, Freshsales, on the right, Podio.If you are expecting some Freshsales CRM fields to appear here and they are not, it is likely the other app does not support this field by default and they will have to be custom mapped. Customizable Field Mapping This feature allows you to create custom mappings, defining which contact fields should be kept in sync between your applications, including standard and custom fields. The customizable field mapping is set up and shown in the white part below the default field mapping in the configuration. You can add an unlimited amount of mappings and remove, enable/disable them anytime. Additional Options Syncing Unsubscribes/Deletions For the time being, our unsubscribes/deletions sync is not supported for Freshsales.