How to set up and use the PieSync integration

Overview

PieSync integrates Front with other apps for an intelligent and automatic 2-way contact sync, so your Front data is always up to date.

Set up connections in PieSync and define custom filters or field mappings as desired, and your contacts will automatically stay in sync between Front and your CRM, marketing automation platform, or other tools. 

You need to be a PieSync customer to set up this integration. If you are not already using PieSync, sign up for a trial here. You will also need to be a Front Company Admin, and your plan must include API access.


Setup

Step 1 

Log into your PieSync account. Under Connections, click Add New Connection.

Step 2

Search for the Front connector and select it. Do the same thing for the other app you want to sync contacts with, like Salesforce or Marketo.

Step 3

Authorize both apps. If you've already connected an account for that app with PieSync, you'll be able to choose it from the drop down menu, or click add a new account to authorize another.

Step 4

You'll see this screen when you click Authorize Front or Add a new account. Click Next. Then click Authorize to allow PieSync to connect to your Front account.

Note:

PieSync will only sync your team contacts, not your private contacts. If you have multiple Teams in Front (feature only available on the Enterprise plan), you will need to choose which Team's contacts the connector should sync with. If you want to set up syncs for multiple Teams, you will need to set up separate connections in PieSync for each Team.

Step 5

Once both apps you want to connect are authorized, you will be able to configure the connector in PieSync. For more details on these configurations, please review PieSync's help documentation here.

Note: At this time, PieSync will only match contacts based on email addresses. If you need to sync data between contacts where no email address is present, the connector will encounter an error and the contact record will not be synced.

Step 6

Once you've finalized your connector configuration, click Start Syncing Now! to activate the connector. 

Note: PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.

FAQ

Can I use PieSync to update custom contact fields in Front? 

Yes — you will need to create the custom field in Front first (Settings > Contacts > Add a custom field). Then you will be able to access that custom field as a mapping option in PieSync. You might need to press Refresh field list to see the new custom field if you just created it.

Can I use PieSync to help me auto-assign emails to their CRM account owner?

Yes — you will need to set up rules in PieSync to add contacts to contact groups in Front for each account owner, then use rules in Front based on contact group to assign the messages.

You will need to create the contact groups in Front first, then create the rules in PieSync. 

Below is an example showing how this would work with Salesforce and Front, and the full list of apps that PieSync supports is listed here.

  1. Create a contact group in Front for each account owner, calling it something like “Owned by X” 
  2. Create a rule for each account owner and their corresponding contact group in PieSync: 
  3. Create an assignment rule in Front for the first owner’s contact group to assign their messages to them: 
  4. Repeat by creating rules for all owner groups and assignments.

Will PieSync synchronize contact deletions or unsubscribes?

Currently, PieSync does not synchronize contact deletions or unsubscribes.

Will PieSync create or update private contacts?

PieSync will only sync your team contacts, not your private contacts. If you have multiple Teams in Front (feature only available on the Enterprise plan), you will need to choose which Team's contacts the connector should sync with. If you want to set up syncs for multiple Teams, you will need to set up separate connections in PieSync for each Team.

How does PieSync interact with Front's API limits?

PieSync has a proactive rate limit of 200 requests per minute set in its sync platform. In the event your API rate limit is lower than 200 requests per minute PieSync will take Front's response and update the rate limit accordingly. If more than 200 requests per minute are occurring due to conflicting integrations, they will retry according to the rate limit response received from Front.

How does PieSync handle a large bulk update?

If you do a large upload of new contacts or update a bunch of contacts in another platform (Salesforce for example), PieSync will page through the recently updated contacts in that platform. For each page, they'll determine if each of the changes should be synced to Front (based on the user's sync configuration and values already present in Front). If the job receives a rate limit response, they'll queue the job up to continue to retry until it completes. While it may take some time, in the end, you'll have contacts up to date in Front!

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  • Hi Cori - I'm trying to set this up to sync with Salesforce to so I can have access to custom fields. The fact that Front has only a Full Name field instead of First Name and Last Name (which honestly has always bugged me) now has me stumped. There's no Full Name field for a Salesforce Contact (or at least we don't have one). PieSync wants to map both the First Name and Last Name field to Front's Full Name. I'm not sure what to do here.

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  • Elizabeth Brown Happy to help with this question!  PieSync is pretty smart about Name fields, as these can vary quite a bit between apps they connect.  There's a note in their Front documentation on just this! 

    From: https://www.piesync.com/help/connector-apps/front/

    PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.

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  • Evan Ostroski Wow, pretty cool! Thanks Evan

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