Case Study: Conflux Consultants achieves a single source of truth and saves time with PieSync

Conflux Consultants uses PieSync to keep Insightly and Outlook in sync

Conflux Consultants, a Cheshire East marketing and creative services firm, needed a reliable master dataset to give its team a 360° view of clients and prospects. The team was adding contacts in Outlook but needed to centralize that information in Insightly CRM; inconsistent copies, manual imports/exports and one-way automations were causing data quality problems. Conflux Consultants turned to PieSync to keep Insightly and Outlook in sync.

PieSync implemented a two‑way, real‑time sync between Outlook and Insightly (using Intelligent Syncing and tag-based rules) so contact updates, source tags and segmentation flow automatically into Insightly as the single source of truth. The result: no more copy‑and‑paste or constant exports/imports, faster workflows, consistently accurate contact data available to the whole team, and the ability to track lead sources and scale to additional apps (e.g., MailChimp) — all delivered via PieSync.

Conflux Consultants

Clive Hornsby

Conflux Consultants