Integrating Contacts+ with various CRMs
If you wish to integrate Contacts+ with other services, we offer two-way sync between Contacts+ and many other services, such as Salesforce, MailChimp, BaseCRM, Nimble and many others via our PieSync integration. You can see the full list and a getting started article here.
To integrate your Workspace contacts with one of the offered services, create your Contacts+ Workspace (here's a getting started article), then, go to https://app.contactsplus.com/account -> select your Workspace -> Sync Sources -> Add Sync Source:
Then, set up the Integration of your choice:
We will ask you to verify the account you want to connect to and after that - the choice is yours! You can then set up the desired conditions and actions based on the article here.
If at any point, you wish to disconnect or remove the integration, you can do this in your Workspace Sync Sources. Simply press on the three dots for the connected integration, and click "Remove".
PieSync is the fastest growing two-way intelligent data synchronization platform for organizations that want to power their business by integrating their cloud apps. PieSync improves sales, marketing and service performance by easily and affordably connecting contact data without complexity across SaaS-based ecosystems and applications to guarantee relevance and reliability, every time. PieSync connects over 100 applications with new ones added every week and supports customers with greater than 20 employees across many industries. PieSync is headquartered in Ghent, Belgium. For more information please visit http://www.piesync.com.