Quickstart Guide to PieSync

So, you've learned how useful PieSync is for syncing the data between your apps, and would like to set up your first sync. Let's see how (easily) you can accomplish this task!

1. Choose your apps

First, select Woodpecker from the app list in PieSync.

Find and select Woodpecker
  1. You can use the search bar to find Woodpecker quickly: type in part of the name until you see the app in the list.
  2. Click Woodpecker icon to select the app.

Next, choose another app. For the purpose of this guide, we'll select Pipedrive, as it's one of the most commonly used CRMs.

Find and select Pipedrive
  1. Type in part of the name in search until you see the app in the list.
  2. Click the app to select it.

2. Authorize your apps

Let's see how we can get the API key from Pipedrive.

API key in Pipedrive
  1. Click "Settings" from the dropdown menu in the upper right corner.
  2. Click "API" in the second column on the left.
  3. Select your API key, and copy it to use in PieSync (see below).

Let's grab the API key from Woodpecker.

API key in Woodpecker
  1. Click "Settings" from the dropdown menu in the upper right corner.
  2. Click the "API Keys" tab.
  3. Click the green "Create a Key" button.
  4. Click the API key and copy it to use in PieSync (see below).

Now, let's add both API keys to PieSync.

Add API keys to PieSync
To authorize an app, click the authorize button below it, and paste its API key into the dialog box, then click "Next".

All that's left to do is to click "Configure the sync between Pipedrive and Woodpecker"!

3. Configure your sync

Time to configure the actual sync, selecting specific tasks for PieSync to perform.

Choose sync type

Choose if you'd like to sync the data in your apps both ways, or if you'd like to only sync it from one to the other.

Choose sync type

Add filters (IF) and actions (THEN)

Add filters to make your sync work under specific conditions.

E.g. select has no Deals to only sync prospects with no deals in Pipedrive.

Add actions to have PieSync perform additional actions when syncing data.

E.g. select add Tag, and type in the tag that should be added (like "#New") for the synced prospects in Woodpecker.

You can add similar filters and actions for syncing from Woodpecker to Pipedrive in the next section.

Add filters and actions
Use PieSync's simple interface to quickly find the filters and actions you need.
Example config (click to expand)

In the screenshot below, you can view a sync that's been set up for PieSync to do the following:

  1. Sync contacts from Pipedrive to Woodpecker, for contacts that have no Deals, and have Active? set to off in Pipedrive. The tag #New will be added to these contacts in Woodpecker.
  2. Sync contacts from Woodpecker to Pipedrive, for contacts that have Replied in Woodpecker. The app will also update Active?, switching it to on for these contacts in Pipedrive.
Example sync
A ready-to-use sync between Woodpecker and Pipedrive, with custom filters and actions.

 

Choose data merge preferences

As they say, last but not least: when setting up a two-way sync, as described above, it’s very important to decide which application “wins” when PieSync finds differences in data.

For example, if the phone number for a company in Pipedrive is 12345, but it's 13335 for the same company in Woodpecker, one "version" will have to overwrite the other.

You need to decide which app will "know best" and have the correct data, when such differeces are detected.

Overwrite settings
  • If Woodpecker “wins”, it will overwrite conflicting data in Pipedrive.
  • If Pipedrive “wins”, it will overwrite conflicting data in Woodpecker.

Find out more on PieSync.com

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