# How It Works?

SyncPenguin is a simple and 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, leads, tickets, etc. across your business applications, in just a few clicks.

Our tool is extremely flexible: you can use custom fields and apply any number of filters, conditions, or rules to customize how the synchronization works. All is done without a single line of code using our no-code visual programming tool, which is both easy to use and not restricted in any way for more complex scenarios.

The SyncPenguin Dashboard provides sophisticated testing, debugging, logging, and monitoring functionality, which ensures your sync's flawless run.

# Example

Let's take a look at how SyncPengiun works in action. Suppose you're looking to sync contacts between HubSpot and SendGrid.

# 1. Create the sync

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:

Sync wizard

By clicking the plus icon you can add two connectors that represent the two apps synced. In this case, that's HubSpot Contacts and SendGrid Contacts. After that click Create to create the sync and continue configuration.

Create sync

# 2. Grant the access

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 account section. For SendGrid, you need to specify the API Key, while for HubSpot you can simply click the Connect button to grant the access. For SendGrid you can also choose which contact list is synced.

Sync account

You can also click Verfiy access, which runs a connection test and notifies you whether the access to contacts was succesfully granted.

# 3. Additional settings

That's almost it! Before starting the sync, you can tweak some basic sync settings, the most important among them:

  1. Sync name
  2. Sync direction: one-way or two-way
  3. Sync interval: how often are contact lists synced?

Basic sync settings

# 4. Start sync

You're now ready to start the sync. To do that, just click the Start sync button. You'll be prompted with the following choice of what to do with historic data that you currently have in both HubSpot and SendGrid:

drawing

You have the following four options:

  1. Only sync new data, meaning any contacts that are added or updated starting from now.
  2. Merge all historic data two-way: take all contacts from SendGrid and HubSpot and merge them together. Any contact that already exists on both services should be merged instead of creating a duplicate.
  3. Merge SendGrid to HubSpot: take all contacts from SendGrid and add/merge them into HubSpot. This won't change the contact list in SendGrid in any way.
  4. Merge HubSpot to SendGrid: similar to the previous option but in the opposite direction.

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 logs, where you can see what contacts were synced and when.

# Contact us

Still have some questions about SyncPenguin? No problem, just contact us and we'll be happy to clarify:

Contact us