Pie Sync is a web application that helps you sync your contacts to a CRM, email marketing tool, invoicing, marketing automation and the likes.
Now, you can use PieSync to sync your contacts between Freshsales and other apps too.
Note: This sync can be initiated only from your PieSync account.
1. Login to your PieSync account. The following screen comes up.
2. Choose the apps you want to sync.
3. Authorize selected apps
Say your selected apps are Freshsales and Google Contacts
When you try connecting your Freshsales account with PieSync, you need to:
- Enter your Freshsales API key and the subdomain name.
API key: You may find both under Profile picture > Profile Settings > API Settings > Your API key within your account.
API access is available for all Freshsales users.
Freshsales subdomain: The domain name of your Freshsales account.
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.
Similarly, authorize the app you want to sync with Freshsales too.
Note: Know more on PieSyncs terms and conditions, click here.
4. Configure your sync
4.1. [IF] Supported Conditions/Filters
PieSync syncs only the Freshsales Contacts by default. It doesn’t sync leads or accounts.
You can choose to have PieSync only sync only selected fields from the below list of Contact fields:
Open deals revenue
Won deals revenue
Has been Contacted
has no Authority
has Open deals
has not been Contacted
marked as "Do not Disturb" (DND)
a filter on fields, including custom fields.
4.2. [THEN] Supported Actions
While syncing contacts into Freshsales, you can choose to have only specific actions to take place:
mark as Do Not Disturb
unmark as Do Not Disturb
update Contact fields, including custom fields
4.3. Default Field Mapping
Freshsales has a set of default fields available for capturing Contact information.
Depending on the other app you're syncing with, a default mapping is proposed.
Note: If you are expecting some Freshsales fields to appear in PieSync and they haven’t, it is likely that the other app doesn’t support that field by default and you need to custom map those.
With smart logic, PieSync tries to match as many Freshsales default fields as possible with the other app.
Customizable Field Mapping
This feature allows you to create custom mappings, defining which contact fields should be kept in sync between your applications. This includes both default and custom fields. Know how to create custom fields in Freshsales. More information on Customizable Field Mapping.
The availability of this feature is app and connection dependent. Currently, Freshsales does not support us detecting & syncing deletions.