Can I choose which leads/contacts to sync?

Yes, absolutely! By default, PieSync will sync all your contacts: both historical contacts and those newly created, but you can decide which contacts it should exclude and include.

In case you don’t want all your contacts to be synced. You can choose which contacts PieSync should keep in sync between your two apps by configuring the Connection Rules. See below:

These rules are IF/THEN statements that decide which contacts PieSync should be targeting. They are like search criteria and as you can see there are no filters by default, meaning that all contacts will be synced. By adding filters to your rules you can narrow the search criteria or scope of the sync.

In the screenshot below, PieSync will only sync contacts in FollowUpBoss with Command if they are assigned to me in FollowUpBoss. And the other rule makes sure that PieSync will only sync contacts in Command with FollowUpBoss if they are in the ‘Client’ Stage.

Keep in mind that PieSync will sync any contact that matches one of these two rules.

The filters that are available depend on the contact properties that exist in these apps. The Piesync Support Center contains articles that show the available filters for each supported app.