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Choose your app

In setting up a sync connection, you first choose the app that contains the contacts data you need to be synced with Wildix. Choose it from the list, or by using the search bar.

After you select Wildix, you immediately proceed to select the second app.

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Let's choose Freshdesk as an example.  

Log in to your apps

In order to use PieSync, you need to have registered accounts with both Wildix and the app you selected. At this point, you'll need to connect PieSync to them so it can fetch the contacts data configuration. You do this for both apps. If it is the first time using PieSync, you will need to authorize both Wildix and another app, one after the other.

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If you have previously set up a connection with any of these apps, you can choose to re-purpose that authorization. Of course, you can also choose to login to your apps with a separate account too.

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If it's your first login, you should log in to your Wildix account using nex info:

• Subdomain — Your PBX name 
• Username — Collaboration extension number or username to account with permission to use Phonebooks
• Password — Password for that account

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After you logged in, you should specify Wildix Phonebook to sync. 

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Configure your sync

A two-way sync is made up by at least two rules

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If you need a simple all-to-all sync, this is all you need to set up (ie. don't change anything to the default setup). Starter plans are limited to two of these rules, but the .

Pro plan and

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higher

Adding conditions & actions

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• In your marketing tool, customers are recipients that move across distribution lists and change subscriber status
• in your invoicing tool, they have carefully kept address & contact information
• In your contacts management tool linked to your phone, you expect to have their phone numbers and benefit from caller ID
• In your e-commerce platform, new buyers become customers

• ..And in your CRM, your customers should consolidate all of this information into a single view

Through PieSync you can and you should tweak the sync so that not only contacts get synced, but you also respect the segmentation, tags, groups, categories, custom attributes, subscription status, ... of the apps that the contacts live in. In a PieSync rule, you can choose to add a filter and add actions to syncs. 

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What you can do depends from the app to app. Typically, it is in the if-clause that you'll be able to define a segment of your contacts. In the then-clause, you can perform actions such as adding the contacts to the counterpart of that same segment in the other app. Combine this with other actions you can perform as a result of a sync, and the possibilities are truly endless.

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