SyncPenguin is a simple yet comprehensive cloud-based two-way data synchronization and integration platform. With SyncPenguin you can configure real-time two-way sync of contacts, meetings, tasks, product inventory, etc. across your business applications, in just a few clicks.
Our tool is extremely flexible: you can use custom fields, adjust fields mapping, and apply any number of filters, conditions, or rules to customize how the synchronization works. All is done using our no-code visual customizations interface, which is both easy to use and not restricted in any way for more complex scenarios.
The SyncPenguin Dashboard is the place where you can set up your sync. It offers sophisticated customization, monitoring and troubleshooting functionality to ensure your sync's flawless run.
Let's take a look at how SyncPengiun works in action. Suppose you're looking to sync contacts between HubSpot (CRM) and SendGrid (email marketing software). If you are interested in syncing calendar meetings, feel free to check this article instead.
The first step is to sign up for the dashboard. Then navigate to the Synchronizations page and click a plus icon to open the sync wizard.
Then you need to select two connectors that represent the two apps synced. In this case, it is HubSpot Contacts and SendGrid Contacts. After that, select the syncing direction and click Create to create the sync and continue the configuration process.
Now you can see the main sync page. First of all, you have to grant SyncPenguin access to your contact lists on both synced services, which is done in the Sync profile section. Below we provide more details on how to connect HubSpot and SendGrid:
How to connect HubSpot?The HubSpot Contacts account connection section will look like this:
How to connect SendGrid?The SendGrid Contacts account connection section will look like this:
That's almost it! Before starting the sync, you can tweak some basic sync settings, the most important among them:
You're now ready to start the sync. To do that, just click the Start syncing button. You'll be prompted with the following choice of what to do with historic contact data that you currently have in both HubSpot and SendGrid:
You have the following four options:
Once you make your choice, just click Start sync. In case you decided to do the initial merge, it'll be instantly queued. Once it's done, we'll be checking for data changes every now and then (depending on the sync interval specified) and syncing accordingly.
Each sync execution can be seen in the Sync history section, where you can see what contacts were synced and when.
Still have some questions about SyncPenguin? No problem, just contact us and we'll be happy to clarify:
