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piesync [2019/09/25 17:57]
corey Adding links to New Connection Checklist
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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 **Step 1**   ​PieSync Account: [[piesync#​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: [[piesync#​choose_your_apps | Choose which apps to connect]]+**Step 2**   New Connection: [[piesync#​choose_your_apps|Choose which apps to connect]]
  
-**Step 3**   New Connection: [[piesync#​authorize_your_apps | 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: [[piesync#​define_connection_type | Define connection type]]+**Step 4**   ​Configure Connection: [[piesync#​define_connection_type|Define connection type]]
  
-**Step 5**   ​Configure Connection: [[piesync#​set_connection_rules | Set Connection Rules]]+**Step 5**   ​Configure Connection: [[piesync#​set_connection_rules|Set Connection Rules]]
  
-**Step 6**   ​Configure Connection: [[piesync#​choose_connection_settings | Choose Connection Settings]]+**Step 6**   ​Configure Connection: [[piesync#​choose_connection_settings|Choose Connection Settings]]
  
-**Step 7**   ​Configure Connection: [[piesync#​adjust_field_mappings | Adjust Field Mappings]]+**Step 7**   ​Configure Connection: [[piesync#​adjust_field_mappings|Adjust Field Mappings]]
  
-**Step 8**   ​Configure Connection: [[piesync#​review_and_start_syncing | 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