By default, Sync does not create Contacts or Persons in a given system. This is to prevent increased costs from excess contacts in systems such as HubSpot. To enable contact creation: Open the Sync console @ https://sync.highways.io Click Applications on the left-hand side Choose Settings for the application you wish to enable it for e.g. […]
At present, Sync supports the transfer of Contact Qualification data between the following apps: Intercom Pipedrive When enabled, Sync will attempt to transfer data between the two systems for core fields. If you require the mapping of custom fields, please contact us. When is Qualification Data Synced? When a conversation is updated, and qualification transfer […]
Yes, you can! By default, Highways Sync will check for a custom activity type called Highways Sync in Pipedrive. If that activity exists, then it will add the activity when a conversation is synced. How to Create A Custom Activity in Pipedrive Open your Pipedrive Account and click Settings Choose Company Settings, then Activity Types […]
At present, Highways Sync supports the following systems for historical conversation retrieval: Intercom Please contact us if your system is not listed and we will endeavour to support it. When triggered, Highways will retrieve all information within a specified date range, or a number of days since the day of the request. Important Information Some […]
Before we get started, it’s important to understand the difference between Messages and Conversations in Intercom. Messages – These are pieces of text sent to and from users or leads in Intercom. They can be emails, in-app or push. Conversations – These are collections of messages that you read in the Intercom Inbox. When a […]
Get Started In 30 Seconds Register or login into your account @ https://sync.highways.io Choose Syncs from the left-hand menu Pick a Sync e.g. Intercom to Pipedrive and click Connect Accept the installation requirements for each app. Congrats, syncing will now begin automatically!
Yes. Syncs and Applications are distinct. To reconnect, disable or delete an Application, simply click Applications in your console: Important: If you disable or delete an application, any Sync associated with that Application will also be disabled and/or deleted. Reconnecting does not impact or alter Syncs.
Yes. To delete a Sync, you should first disable it and then delete it. Important: You will not be able to delete an active Sync. Ensure you have disabled the Sync before clicking Delete.
Occasionally, you may need to rebuild a Sync to ensure permissions are correct or if you user authorisations expire. To rebuild a Sync, simple click the Rebuild Icon under the appropriate Sync, and you will be guided through the process.
To disable a Sync, simply click the appropriate green tick mark for the given Sync. In this example, the connection between Intercom and HubSpot is currently active: When disabled, the green tick will be replaced by a red cross: Note, if you intend not to use a Sync please ensure the Sync is deleted. You […]