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CRM Hacks

amoCRM Integrations: two-way contact sync with PieSync

June 05, 2018

The rise of different SaaS apps makes it difficult to keep your data the same across all of your business cloud apps. That's where PieSync comes in: through the power of automations and a little bit of magic, PieSync allows you to two-way sync your contacts in real time between amoCRM and your other apps in your SaaS stack.

What is PieSync?

PieSync allows you to two-way sync your contacts in real time between your different business apps. This automations increases your business efficiency by eliminating import/export, data errors, and making sure your customer information is uniform whatever app you're using.

Integrating amoCRM with PieSync means that every time you add or update a contact in amoCRM, it's automatically synced with other apps, and vice versa, such as Google Contacts, MailChimp, and many more.

Why PieSync?

PieSync is easy and fast to setup and use, so it's the perfect automation app for your business. You don't need to install or download anything and configuring synchronisation between amoCRM and your other apps is straightforward. You don't need to be a wizard do to use it!

PieSync perfectly fits your SaaS stack and improves it by glueing your apps together. You keep total control over which apps you want PieSync to work with that fit your business. Let all of your team use your PieSync account and thus access the most up to date data. And did we mention PieSync eliminates duplicates to keep your data clean and relevant?

How to integrate amoCRM with PieSync?

To start using your amoCRM with PieSync you need to create a 14-day free PieSync trial and then authorize amoCRM and the app you want it to sync with.

To connect amoCRM you need to input your amoCRM domain name, your amoCRM username, and your API key.

Alternatively, if you already have PieSync account and have used amoCRM with PieSync in the past, you can simply choose your amoCRM account from connected accounts. And you're ready to go! Now, you need to choose amoCRM and the app you want it to sync with, say Google Contacts, and set up the parameters of the sync.

Set up your contacts data sync

Once you authorized amoCRM and the app of your choice, you can choose either a two-way sync, which is chosen by default, or alternatively a one-way sync.

There are 2 rules in a two-way sync: [IF] and [THEN]. PieSync allows you to define exactly what data to move between apps.

  • [IF] includes tags, contact owner, linked leads, tasks, and fields
  • [THEN] includes adding and removing tags, and updating fields

Depending on what app you want to sync amoCRM with, PieSync will automatically map contact fields with each other. If you want an all-to-all sync, then PieSync does this automatically and you don't need to change anything else. You can also map map other amoCRM fields that aren't included in the default, however your custom fields are not able to be synced.

Pro tip: you should set up the sync, so that it includes not only contacts but also segmentation, tags, groups, categories, custom attributes, etc.

More than just syncing contacts

Syncing Deletions:

Not only can you set up a two-way contact sync, it also works on deletions. Set up a sync deletions between Google and amoCRM and whenever a contact is deleted in Google Contacts, a tag will be created in amoCRM called 'PieSync Trash', so you can decide whether to delete this contact in amoCRM too.

Syncing unsubscribers:

Similarly to syncing deletions, you are able to set up a connection between amoCRM and a marketing tool such as MailChimp. This means that whenever a contact unsubscribes, a tag will be created in amoCRM called 'PieSync Unsubscribes', so you can decide what action should you take in your amoCRM account. Create the perfect SaaS stack in amoCRM with PieSync.

It's crucial to customize a CRM according to your business needs, that's why the integration between PieSync and amoCRM is perfect for building your SaaS stack. Integrate PieSync with amoCRM and enjoy a smooth and hassle-free co-operation between your favorite apps!

David Beriev

Marketing Specialist, amoCRM

Writing about all things important.