In order to make the most of OutboundEngine, it is important to maintain a list of contacts for marketing. This can be time-consuming and complicated if contacts are stored in various systems. To address this problem, OutboundEngine has integrated with PieSync which serves as a central connection point for over 230 of the top contact databases.
With a PieSync, you can automatically sync the important contact details for your book of business between OutboundEngine and hundreds of supported apps. Sync contact details including:
- first and last name
- company name
- email address
- phone numbers
- birthday
- home purchase date
- notes
- tags
Set Up a PieSync Account
PieSync offers customizable plans based on the number of contacts you need to manage. Visit PieSync.com to learn more.
Integrate OutboundEngine using PieSync
Create connections between OutboundEngine and other CRMs to streamline your contact management and marketing efforts with PieSync.
From your desktop
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log in at app.outboundengine.com
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click Manage Contacts
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click Sync Contacts
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click the icon of a CRM you already use
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a new window opens, follow the prompts to set up rules to sync the CRM with your OutboundEngine contact list
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Use PieSync to-
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Create Connections between OutboundEngine and other contact management apps
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Edit Configuration Settings and Sync Rules
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Delete Connections between OutboundEngine and other contact management apps
PieSync FAQs
Some PieSync packages include dedicated support from PieSync. All PieSync customers can access the PieSync Help Center for assistance with their accounts.
OutboundEngine Syncing Best Practices
- Visit PieSync's Help Center for common questions about using the system
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Use the default configuration settings which pre-populate in PieSync
- If you do not wish to have contacts receive your OutboundEngine marketing materials, move those contacts to a status of disabled in your OutboundEngine account
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Review these steps to prepare your data to be synced
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Do not sync multiple OutboundEngine accounts to each other