When you’re a Tech Smart Boss you’re using the best and most affordable technology on the market. And to get them most from them they need to be integrated.
We’ve talked a lot about Zapier in the past and that is our favorite tools for integrating tools in a workflow based approach, but sometimes what you really need is to sync up the records between applications on an on-going basis and for that, PieSync is the right tool in the toolkit.
With PieSync you pick a segment of the contact records in one application, say Drip and sync them with another, in this video we used HubSpot CRM. What you get then is a real-time, 2-way sync between whatever fields and custom fields you select. So if anything changes, the other system is automatically updated (it can even handle bi-directional conflicts).
Check out the video as I setup a new account and a one directional sync between Drip and HubSpot CRM.
Leave us a comment on what you think about this video and PieSync.