As part of the Hubspot Operations Hub, Piesync has not been freely available for some time now. For new customers, the tool for synchronising data is no longer available. By the end of 2021, the service will also be discontinued for all existing customers. As a native integration in the Hubspot Operations Hub, it can only be used with Hubspot.
But what if you use Piesync without Hubspot? Or simply don't want to pay for the Operations Hub?
Then the answer is probably: migrate Piesync. And to another software that manages the same or at least similar.
Piesync specialises in synchronising your data, especially contact information, in two directions. This means that data is not only transferred from A to B, but also the other way round at any time. Since contact data in particular must be available in different places and in different applications, this function brings great added value.
A simple example of this is your CRM and email marketing app or your accounting software. No matter where you change the data, you can be sure that all other applications are also up to date.
The keyword for Piesync is synchronisation. The application is limited to contacts, leads and companies. Other relevant data such as tasks, orders, emails, invoices or deals are not (yet) available for selection.
We have already written about Piesync alternatives here: Zapier or Make.
Both applications focus more on automation instead of synchronisation like Piesync does. This means that bidirectional synchronisation is not as easy to map, but that a lot more actions, data or applications are supported.
If you like the interface and the ease of creating new synchronisations, you'll be fine with Zapier . Zapier also takes you by the hand as you digitally map your processes. You first select a trigger, connect the necessary application and then select the action to be performed. In fact, all you have to do is follow the instructions Zapier gives you.
What makes Zapier special is that it is independent, so it is not tied to Hubspot, and it supports more than 3000 apps. So the choice between which apps you want to move your data is truly huge.
However, Zapier works with one-way synchronisation. This means that you select your CRM, such as Pipedrive, Hubspot or Salesforce, in the first place and your email marketing tool, such as Mailchimp, Sendgrid or Sendinblue, in the second. In this logic, data changes are only moved from CRM to marketing, not the other way around.
But it is absolutely possible to create a second process that also synchronises data in the other direction. This is a bit of a diversion, but it is ultimately the same function as Piesync.
What's more: Zapier can map even more in the same sweep through its comprehensive selection of actions and filters: For example, you can automatically add contacts or leads in your CRM that meet certain criteria to a defined mailing list. Then not only is the master data transferred, but the person also receives relevant content immediately.
To stay with the Hubspot CRM example: Zapier currently offers 23 triggers, such as new contact, new company, new deal, new calendar task or new ticket, 34 subsequent actions, such as update contact, create product or update all fields and 20 search queries, such as find contacts, products or ticket. So the possibilities with Zapier instead of Piesync are really remarkable.
So, if you want to migrate Piesync to Zapier, the similar interface will suit you very well. If you want a two-way synchronisation, it requires a bit more work to create the new workflows. In return, however, you can map many more functions than just transferring master data.
We also presented Make as an excellent Piesync alternative in our other blog post. If you want to replace Piesync with Make, you will first notice the differences in the interface. Unlike Piesync or Zapier, Make does not rely on a linear process, but on a modular one. What exactly does that mean?
With Make, too, you first select a trigger. You can choose from hundreds of applications. Then you select the other actions and filters or conditions. However, you can happily move these back and forth or exchange them, you can simply build branches and still have an overview of how the process runs.
For comparison: If you want to replace the trigger in Zapier, you have to delete all the following steps. With Make you can simply replace the trigger.
We don't want to lie: But this also means that Make requires a little more practice for beginners. But once you get the hang of it, Make can map really complex processes.
Make also does not offer a direct option for two-way synchronisation, as Piesync does. However, as with Zapier, you can simply create another small process that synchronises in the other direction. So this is what you should consider if you want to migrate Piesync to Make.
In our eyes, Make is the best option if you want to think big: Make can map enormous complexity while keeping track of your process flows and can do so much more than just synchronise contact data. Just give it a try!
So: Migrating Piesync can open up a lot more possibilities than just synchronising a few data. It can even be the starting point for automating many of your digital processes and taking them to the next level. If you have any questions about your applications, opportunities or advice, please contact us. We're happy to help you uncover potential, highlight opportunities and implement automation.
Cloud Integration, iPaaS, SaaS, BPA… Ough, hard to keep track of all these terms. They are currently used frequently (and increasingly) in the context of automation, and it is sometimes difficult to make a clear distinction and distinction. We have already written blog posts on the terms iPaaS, SaaS and BPA, but we’ll take them up again here to make the difference.
But let’s start with cloud integration, because that’s the central umbrella term in which we embed all the other technologies in this blog post.
Arrange a free cloud integration consultation now
Arrange a free cloud integration consultation now
To illustrate these advantages, an example is suitable that we know well from our everyday work as an automation agency:
The central data to be used here is the data of a major customer. This can be the simplest information, such as the address. This address is required in numerous but completely different processes in the company: on the one hand, for correct invoicing in accounting. On the other hand, in the CRM system, where all the data of the large customer is also stored. But the address is also important in sales, for example, when employees go to the sales meeting on site.
Now the customer announces that the address of the company has changed after a move. This information will reach you by e-mail. There are now two options:
01. The e-mail is forwarded to all affected departments, accounting, sales, customer service, marketing… All persons open their corresponding program, CRM, accounting software, marketing tools (such as newsletter marketing) and change the data already stored there of the customer. This means that in multiple applications, different people do exactly the same thing: change one address.
02. But there is also an alternative: By connecting your applications, thus by integrizing them, the customer’s e-mail, or rather the information it contains about the address change, is automatically passed on to all affected applications: CRM, accounting, marketing, ERP. This does not require any clicks, because the cloud integration detects a trigger, i.e. address change, and thus automatically starts the process.
What sounds unimpressive in a single process becomes more effective when such a process occurs several times a day or weekly. Because there is a lot of data that is available in different applications and should always be correct. If these applications are cloud applications they are suitable for cloud integration.
But cloud integration doesn’t just happen. There are now a variety of applications that enable and implement this. Such tools usually allow us to link the relevant cloud applications on a central platform and define clear rules on when, how, where, how much data should be passed on and what happens to them.
To realize cloud integration, there are various applications and technologies that are sometimes used interchangeably.
We have made a first distinction between iPaaS and BPA here.
We explain the term SaaS in more detail here.
Cloud integration is rather an umbrella term that includes numerous technologies, such as SaaS, iPaaS and BPA, and this is also absolutely necessary. Cloud integration is a concept that is made possible by appropriate technologies.
However, all terms share the commonality that they are cloud-based and thus offer enormous potential for growth and scaling. In addition, they are often cheaper to implement and maintain because changed requirements are easy to implement.
As an independent automation agency, we implement cloud integration according to your requirements. We use a variety of SaaS tools and iPaas (strictly speaking BPA) software. Together we find individual solutions that are flexible and scalable.