Did you know the average small-to-medium sized business uses 13 different apps? The SharpSpring-PieSync integration takes the pain out of data syncing by allowing SharpSpring to speak to all of them.
You can quickly and easily connect 80+ third-party applications via the native PieSync integration, so you can two-way sync contacts in real time and get the most out of marketing automation. The App Connections setting within SharpSpring allows users to manage all of the app integrations available through PieSync directly in SharpSpring. Users can establish a bi-directional sync between platforms with just the click of a button.
The following users can access the PieSync integration:
How to set up a new Piesync connection
Step One: On the toolbar, click the User Settings button, then click Settings.
Step Two: On the left side Settings panel, under 3rd Party Settings, click App Connections.
Step Three: From the top right, click Add Connection
For Safari users: You will need to click Authorize Safari before moving forward. This is because Safari requires special authorization to make this connection work in the Safari browser.
NOTE: The SharpSpring user is now handed over to PieSync to authorize the SharpSpring connection. Once you click Add Connection a user is created in PieSync.
Step Four: From the list of apps, choose your app that you are looking to integrate. If you don't see the app you're using, it might already be in the works! Check here for more info: http://www.piesync.com/connections/
Step Five: Click Authorize, give your username and password, and click Configure the Sync
Configuring Your Sync
Once you have followed the steps above to connect SharpSpring with your app of choice, you now have to choose how to handle your data. If you would like to only sync a folder or subset of your contacts, make sure to designate that in the IF -> THEN conditionals.
In the example above, we are connecting Google Contacts and SharpSpring. As shown, we can choose a filter to determine which of our Google Contacts get synced to SharpSpring. Using the in Group filter allows for you to sync contacts that are in a certain group, so you only sync a certain subset of contacts and not all of your contacts.
Once we decide which of our Google contacts we want synced to SharpSpring, we then have to decide which of our SharpSpring contacts we want to sync to Google. In the example below, we chose to only sync contacts that have lead score of greater than 100. Therefore, any contact in SharpSpring that exceeds a lead score of 100 will automatically be uploaded into my Google Contacts. If you choose to sync an email client, such as Outlook 365, please note that it does not sync emails -- only contacts.
Once you decide what data you want to sync, you will need to designate how to handle that synced data. Under these settings you will be able to only allow contacts that have an email address, show SharpSpring Unsubscribes, and determine whether to trust the app you selected or SharpSpring when there is a conflicting change detected.
After you determine what data you want synced and how to handle that data, you then have to map your fields so the data doesn't end up in the wrong place. The field mappings will vary based on the app selected.
All your contacts attributes need to be carefully mapped with one another in a sync. Make sure the left column matches the right, so First Name in Google Contacts is synced with First Name in SharpSpring.
- The 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 (Why is my connection not showing the option to create customizable field mappings?)
Congratulations! Click Start Syncing Now and you've officially set up an integration with a third-party app through Piesync. Be sure to check out the video below for further guidance.