piesync
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piesync [2019/09/17 19:29] corey created |
piesync [2020/05/28 20:03] michaels |
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| + | #redirect https://realgeeks.zendesk.com/knowledge/articles/360043201414/en-us?brand_id=417314 | ||
| ====== PieSync ====== | ====== PieSync ====== | ||
| Using [[https://www.piesync.com/realgeeks/|PieSync]], many other lead generation services and CRMs can be integrated and synchronized, keeping information consistent across multiple platforms. PieSync is a [[https://www.piesync.com/pricing/|paid service]], although certain Real Estate integrations may be included by your brokerage. | Using [[https://www.piesync.com/realgeeks/|PieSync]], many other lead generation services and CRMs can be integrated and synchronized, keeping information consistent across multiple platforms. PieSync is a [[https://www.piesync.com/pricing/|paid service]], although certain Real Estate integrations may be included by your brokerage. | ||
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| If you're ready to get started with PieSync, here is a short checklist to get your first connection activated: | If you're ready to get started with PieSync, here is a short checklist to get your first connection activated: | ||
| - | **Step 1** PieSync Account: Sign up for PieSync, or access your existing account | + | **Step 1** PieSync Account: [[piesync#piesync_account|Sign up for PieSync, or access your existing account]] |
| - | **Step 2** New Connection: Choose which apps to connect | + | **Step 2** New Connection: [[piesync#choose_your_apps|Choose which apps to connect]] |
| - | **Step 3** New Connection: Authorize PieSync to access Real Geeks, other applicable apps | + | **Step 3** New Connection: [[piesync#authorize_your_apps|Authorize PieSync to access Real Geeks, other applicable apps]] |
| - | **Step 4** Configure Connection: Define connection type | + | **Step 4** Configure Connection: [[piesync#define_connection_type|Define connection type]] |
| - | **Step 5** Configure Connection: Set Connection Rules | + | **Step 5** Configure Connection: [[piesync#set_connection_rules|Set Connection Rules]] |
| - | **Step 6** Configure Connection: Choose Connection Settings | + | **Step 6** Configure Connection: [[piesync#choose_connection_settings|Choose Connection Settings]] |
| - | **Step 7** Configure Connection: Adjust Field Mappings | + | **Step 7** Configure Connection: [[piesync#adjust_field_mappings|Adjust Field Mappings]] |
| - | **Step 8** Configure Connection: Review and start syncing | + | **Step 8** Configure Connection: [[piesync#review_and_start_syncing|Review and start syncing]] |
| ===== PieSync Account ===== | ===== PieSync Account ===== | ||
piesync.txt ยท Last modified: 2020/05/28 20:53 by michaels
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