HubSpot Operations Hub (based on technology from the former PieSync that was acquired by HubSpot November 2019) is a two-way contacts integration platform. The vendor emphasizes quick and easy setup automated customer and client data matching and updating between apps.
$15
per month per seat
LeanData
Score 10.0 out of 10
N/A
LeanData is a solution built around account-based nurturing and account-based reporting. The nurturing aspect allows users to segment inbound leads by account details such as owner, active opportunity, customer, and sales stage.
N/A
Pricing
HubSpot Data Hub
LeanData
Editions & Modules
Starter
$15
per month per seat
Professional
$800
per month Includes 1 Core Seat (Additional Core Seats start at $50 /mo)
Enterprise
$2000
per month Includes 1 Core Seat (Additional Core Seats start at $75 /mo)
Improved analytics, well easier to read and show to team members, and using it to keep track of sales and the status of those sales. The simple grid tracks were easy to use and see where each client was in the sale pipeline.
This tool is, in my opinion, the best tool of its kind. Other apps like Zapier and Integromat are great at syncing information between sources but PieSync is the best when it comes to contact information synchronization. If I had to recommend one tool for this specific job, …
PieSync is much less confusing, and from what I remember, cheaper. But if you need a more robust solution to get more data from system to system, you will need to find something other than PieSync. Zapier can be confusing and complicated to setup. And as you get more and more …
Zapier has no two-way sync. The only advantage is the amount of external integration, but it is also developing very quickly and quite possibly will catch up.
We needed a solution for syncing data two ways between software. Zapier only pushes data from one software to another with each zap so it was ultimately not an option for us. PieSync is the only tool I know of that provides two-way data syncs in such an easy and reliable way.
PieSync is much more reliable than Zapier. With Zapier, our "zaps" consistently break and their notification system isn't the best at alerting you in real time.
One of the top runners up for my sync needs. I needed something that would sync financial data in such a way I could generate thank you auto emails from Salesforce (if I remember correctly, it was some time ago). Also, I think that there were duplicate records created in …
I haven't used any other products similar to PieSync. PieSync is the first contact sync platform I've used and don't have a need to look elsewhere. It meets the needs for my business and I'm happy with the product. Would highly recommend it to anyone who needs to sync their …
We haven't evaluated any alternatives that move existing data like PieSync. We have used Zapier, IFTTT, etc. but they are more suited for new information.
Zapier can be built to achieve similar "syncing" results. But you're bound to lose data since Zapier is an automation software. Not a 2-way syncing software. PieSync is also much easier to set up, especially if you have a lot of custom fields that you like to map.
Zapier is a great product but it only does a 1-way sync. I was most impressed with the 2-way sync capabilities of PieSync and the way in which I could use that to help with compliance with the data regulations in place and coming soon to Europe such as the GDPR.
I would say these two differ, both have some strong differentiators. Zapier offers the possibility of custom workflows pushing/retrieving data and parsing it for other actions (where the pricing can get quite high). PieSync wins in terms of keeping data fields in sync, cost …
While Zapier seems to have more connections, the 2 way integration through PieSync seemed easier. Additionally, Nimble (our CRM provider) has natively integrated PieSync into their application which gives us a higher level of confidence when it comes to support issues. Also, …
Lane Four is no longer in business (I think LeanData acquired) but Leandata is more flexible and reliable than it. Also more so than the custom code we used prior.
Salesforce flows are getting more and more powerful and similar to what LeanData does, but the routing function and territory mapping in LeanData is far superior to SFDC functionality, especially when it comes to the visibility and audit trails that it captures as people go …
LeanData solved all of our needs and allowed ownership and management we needed to scale our routing engine. We also loved working with the LeanData team and had an extremely positive experience with our sales rep and implementation team. I would want LeanData at any company I …
LeanData's native CRM structure made it the clear choice for us. No configuration is needed to read from all CRM fields and objects. We've been customers for 4 years and have never had any issues with its performance.
We were not able to devote the developer resources to solving the problem in-house at the moment in time we needed to move on this solution. We wanted (needed) a bespoke solution where implementation could be handled outside of our organization. LeanData was able to offer that …
We tried using Ringlead for routing purposes but the way the logic needed to be built was super complex, repetitive and prone to manual errors so we like Leandata as auditing and testing is better and you can even see where the error is for your graph. Having a graphical or …
LeanData Bookit replaced Chili Piper for us, and made it much easier to manage out routing for meetings since we were already using LeanData for routing. We have recently evaluated Qualified, and territory management/round robin logic is much simpler in LeanData.
Compared to SFDC out-of-the-box routing it is far superior. Giving you the ability to quickly make changes on the fly and test in a sandbox environment. The ability to troubleshoot leads and how they are routed is also a plus. Built-in email alerts also reduce the amount of …
We have routing cababilities in Marketo, Salesforce's out of the box Lea Routing Rules, and custom code. [LeanData] is by far the easier and most flexible for an agile business.
The main competitors to LeanData are Lane Four and Distribution Engine. While these solutions are definitely improvements from the native lead routing rules in Salesforce, they do not compare against LeanData. They lack the robust fuzzy matching, visual routing canvas, …
At the time of evaluation, in addition to looking for Salesforce.com to solve the issue, I looked at a couple of other, smaller solutions that I can't even remember their name. They didn't offer the same level of robustness or complete solution. The Salesforce.com solution …
Great to use if you have a few marketing systems that need to "talk" to each other and keep each other updated. Perfect for small agencies, companies, or freelancers. I wouldn't recommend using PieSync if you have MANY marketing systems that need to be synched. You'd be better off simplifying the resources you use, then putting PieSync in place
LeanData is incredibly configurable. The drag and drop nodes are easy to use and while it takes a little practice, once you know how to configure the nodes, the amount of flexibility you have to customize your instance is impressive. We can route to specific individuals, to Round Robins, to Territory Teams and more. Timezones and vacations rules can be established and respected. The tool is incredibly scalable to large teams. We have two different business units each with different routing practices and we are able to configure LeanData to work smoothly for both unique processes.
PieSync runs continually so there is little to no disruption and people always have access to the latest contact information for our clients and prospects.
PieSync runs efficiently in the background so there is little maintenance or attention that it needs, which is great.
PieSync does a great job of letting you decide how you want items to sync across platforms so you can customize to how your organization uses a particular software.
Lead-to-Account Matching. LeanData has far and away the best fuzzy matching system for identifying the appropriate Account where a particular Lead belongs.
Lead Routing. LeanData's visual routing canvas allows business users to construct very sophisticated, yet reliable, routing branches that determine what to do with every lead (both new and existing) based on business rules.
I think implementing data tables is by far a superior way to achieve complex routing scenarios, but the feature could be more at the forefront (I was previously building very complex webs to achieve similar results before I was aware of how to use them)
I wish there were a way to have multiple entry nodes of the same type (ie New/Updated Campaign Member) with different filters for better router organization. I realize this could be implemented by adding additional filters to the existing node, but for viewing cleanliness as opposed to functionality itself, I wish this could change.
The interface is very simple and straightforward. No need to further understand. Everything works out of the box. Once set up and everything works. My setup took 5 minutes.
Every time that I've had a question, PieSync has been very responsive. It is a reliable company with a great team that is devoted to helping their customers. I've been their customer for 2 years and I've never looked back. Support is an important reason why PieSync is my go-to app for this job.
There is no way I would have such a successful implementation of this product without the implementation and support team. They have been patient, helpful, and very responsive. Even after I had gone live and had been so for a while, our org and thus our criteria had changed. They continued to help me make the necessary tweaks to ensure I was up and running.
Improved analytics, well easier to read and show to team members, and using it to keep track of sales and the status of those sales. The simple grid tracks were easy to use and see where each client was in the sale pipeline.
We were not able to devote the developer resources to solving the problem in-house at the moment in time we needed to move on this solution. We wanted (needed) a bespoke solution where implementation could be handled outside of our organization. LeanData was able to offer that and on the timescale we were beholden to.
PieSync has saved me a lot of time. It is straightforward to learn and use and therefore the initial set up time is not great, but once set up you can more or less forget that it is there working away in the background.
My business is small and was already pretty streamlined with a CRM system etc. PieSync is likely to have a much greater ROI for a business that is less streamlined or is more complex to start with.
Using the Outreach integration in LeanData that allows us to auto-sequence an inbound prospect that hasn't booked a meeting has brought our average time to touch from 10+ days to >1 day.
I can't speak to specific numbers, but using LeanData to route our different onboarding related objects has significantly reduced our onboarding time for new customers.
Adding LeanData Bookit has also reduced our spend by consolidating tools. When we acquired a company last year, we were able to use LeanData on their website and get rid of their routing/meeting tools without having to pay for another instance.
