Do you want to keep your customer data in sync across all your apps? Give Sugar the central position in your software stack that it deserves. With PieSync for Sugar, you can set up a real-time, bi-directional sync between Sugar and a multitude of different cloud applications in minutes including but not limited to Mailchimp, GoogleContacts, Sharpspring, Outlook, Constant Contact, Quickbooks, ActiveCampaign, RingCentral, Intercom, Hubspot etc.
Truly link up Sugar with your phone (Google, Icloud, Outlook, Contacts+, RingCentral, Aircall, ...):
- Automatically sync the contacts from your address books to Sugar, and vice versa.
- Sync the changes made on your phone back to Sugar in real-time, and vice versa.
- Sync all, or just segments of contacts. Include or exclude personal contacts.
- Proper caller ID: identify who is calling you, even if it’s a new website lead.
Connect Sugar to Mailchimp, ActiveCampaign, Hubspot, Sharpspring, Intercom,...:
- You are in full control of the sync logic with rules & mappings
- Contacts & leads are continuously feeding into your marketing platforms and sent on to the right distribution list
- New subscribers or other contact updates in your marketing platforms will immediately sync back in Sugar
- It's easy to set up a simple one-to-one integration or a workflow spanning across multiple apps in minutes - without any technical help.
- PieSync offers the only solution in the market to sync your contacts both ways, processing new and historical data in real-time.
- Save time spent on manual data entry and avoid data duplication by automatically merging contact information from multiple entries.
- Sync your Sugar leads & contacts across all your finance, accounting, prospecting or support apps.
How It Works:
- The setup takes less than 5 minutes. It’s easy, secure and there’s no installation required.
- Choose Select and authorize the apps you want to sync with each other.
- Configure Tweak your sync by adding filters, actions and field mappings.
- Sync! Set it and forget it, PieSync will take over from here. Enjoy your newfound free time! Get the most relevant customer information you need, exactly where you need it, with PieSync for Sugar.
Features and Benefits
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.View All Features
Default Field Mapping
Default field mapping is what fields are kept in sync by PieSync, without explicitly requiring the user to choose them. These are built-in mappings between standard fields that exist in both applications you are keeping in sync, usually fields such as name, phone or email address.View All Features
When this feature is enabled in the dashboard, PieSync only syncs contacts that have an email address. The email address is the field we match your contacts on between your two databases/apps. Available data gets merged 2-waysView All Features
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?View All Features
Default Field MappingDefault field mapping is what fields are kept in sync by PieSync, without explicitly requiring the user to choose them. These are built-in mappings between standard fields that exist in both applications you are keeping in sync, usually fields such as name, phone or email address.
Avoid DuplicatesWhen this feature is enabled in the dashboard, PieSync only syncs contacts that have an email address. The email address is the field we match your contacts on between your two databases/apps. Available data gets merged 2-ways
Save time spent on data entryPieSync 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?
No more import/export of your contactsMost cloud apps work with import/export functions which means you have to periodically remember to update your cloud apps with new data. With PieSync you no longer have to manually import/export your data. PieSync automatically transfers your data, and any updates you make, in real time, across all your connected cloud apps.
Share contacts with your teamAdd a team member and effortlessly share all or some of your contacts with one simple connection. The administrator can choose to have full control or to have the team members set up their own connection.
Have your contacts on the goIf you’re working with remote teams, or teams that are out talking to customers all day long, PieSync is the perfect solution for you. Remote teams will have access to correct, up to date information instantly. Your sales team can immediately update your Customer contacts with new prospects - no more scribbling details on pieces of paper then wasting hours on data entry!
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Support Knowledge Base: help.piesync.com/help_center
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