How to connect PieSync
PieSync is an easy and fast way to sync data between two applications, so it’s the perfect automation app for your business. Configuring synchronization between amoCRM and your other apps is straightforward. You don’t need to be a wizard to use it! Hundreds of integrations are available. Build your perfect tech stack with PieSync and amoCRM.
Supported amoCRM Integrations
PieSync perfectly fits your SaaS stack and improves it by gluing your apps together. You keep total control over which apps you want PieSync to work with your business. With PieSync, your team will have access to the most up to date data. And did we mention PieSync eliminates duplicates to keep your data clean and relevant? Let’s get to it!
How to Integrate amoCRM with PieSync?
To connect amoCRM you need to input your amoCRM domain name, your amoCRM username, and your API key.
- Your domain – the address/name of amoCRM account
- Your username – the email address you use to log in into amoCRM
- Your API key, which can be found by clicking on your profile picture (above dashboard button) and then click profile. Your API key is listed here
Note: If you change your password in amoCRM you will need to re-integrate PieSync.
To start using your amoCRM account with PieSync you need to create a 14-day free PieSync trial (unless you already have an account) and then authorize amoCRM and the app you want it to sync with. Then, please follow these steps:
- Choose amoCRM and the second app you want to integrate with, for example AirCall
- PieSync will ask you to authorize within both systems
- Click Authorize and fill out the form
Alternatively, if you already have a PieSync account and have used amoCRM with PieSync in the past, you can simply choose your amoCRM account from connected accounts.
And you’re good to go!
Set Up Your Contacts Data Sync
Once you authorize amoCRM and the app of your choice, you can choose either two-way sync, which is chosen by default or alternatively one-way sync.
To choose one-way sync or two-way sync between apps, use the arrow buttons at the top of the “configure your connection” section
There are 2 rules in two-way sync: [IF] and [THEN]. PieSync allows you to define exactly what data to move between apps.
- [IF] includes tags, the 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 all-to-all sync, then PieSync does this automatically and you don’t need to change anything else. You can also map other amoCRM fields that aren’t included by default, however, your custom fields cannot 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.
Default Field Mapping
Depending on the other app you’re syncing with, you’ll see a number of standard amoCRM fields being mapped. For instance, a connection with Google Contacts will look something like this:
Not only can you set up two-way contact sync, but it also works on deletions. Set up 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.
Similar 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!
🏆 Related use cases
- CRM for SaaS Companies – How Qollabi boosted efficiency by 30% & productivity by 20%
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