piesync
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piesync [2019/09/17 19:29] corey created |
piesync [2020/05/28 20:53] (current) michaels old revision restored (2019/09/25 17:57) |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360043201414 | ||
| ====== 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.1568748545.txt.gz ยท Last modified: 2019/09/17 19:29 by corey
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