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What should you do before you start syncing with PieSync? (Choose all that apply.)

 

• Make sure that you have a good understanding of what your contact data looks like
• Clean up your contacts; delete or merge duplicates
• Take a backup of your contacts as precaution
• Run a test sync on a limited subset of your contacts
• No need to prepare. If something goes wrong I can have PieSync restore my contacts

 

Scenario: While syncing your Outlook address books and HubSpot CRM, you discover that your personal notes in Outlook also sync into the CRM. You could make this a one-way sync from HubSpot into Outlook, but you actually need your data to sync from Outlook into HubSpot as well.What could you do to avoid a potentially bad situation?

 

• Set up connection rules to avoid contacts with notes to sync.
• Disable the notes field in the field mappings.
• Activate the special Outlook-NN (no notes) connector instead.
• Contact the PieSync team to custom code a solution for you.

 

True or False: PieSync syncs historical data.

 

• Contacts that already exist in the databases can also be synced.
• PieSync only starts syncing new data from the moment you set up the sync.

 

 

When is syncing a better option over importing? (Choose all that apply.)

 

• You have a CSV properly formatted and you know you only need to import this data once.
• You have contacts data sitting in two PieSync-compatible apps and need it to be synched up.
• You want to create leads in your CRM for every subscriber that interacts with your content.

 

Which of the following fields will always be part of a default field mapping between any two PieSync compatible apps?

 

• First name, last name, and email
• Only email
• Company name
• Mobile phone

 

• Contacts
• Companies
• Tickets
• Deals
• Invoices