Changelog

One of our most highly requested features ever is now live - sync filters! You can now set filters that determine whether records will be included in your sync.

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For example, here Whalesync will only sync records where the Type is "VIP", Email is "john@whalesync.com", and Job contains "operations".

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Note that filters only apply to new updates. Adding a filter will not impact any of your existing data. Instead, it will just determine what records sync or don't sync going forward.

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To learn more about sync filters check out our docs.

You can now view record usage for each individual sync! Rather than seeing only the total records across all syncs, this update allows you to check the number of records used by each specific sync. To access this breakdown, simply head to the settings page of any individual sync.

One of our biggest updates yet: Whalesync now supports record matching. You can now merge existing records across platforms as part of your initial sync. For example, if you already have data in HubSpot and Airtable, Whalesync can match up those records, making it easy to integrate without duplicate entries.

For more details, see our docs.

The Google Sheets connector is live! You can now set up two-way syncs between Google Sheets and other Whalesync connectors like Webflow, Notion, Airtable, HubSpot, and Salesforce.

Syncing with Google Sheets means:

• Real-time updates across platforms

• Dashboards that stay up to date automatically

• Streamlined collaboration for your team, with less manual work

Supported fields include:

• Text

• Numbers

• Percentages

• Dates

• Currencies

• Email

• Dropdown

• Checkbox

For details, see our quick start guide and template packs.

The Outreach connector is now available. You can set up two-way syncs between Outreach and other Whalesync connectors like Salesforce, HubSpot, Airtable, and Postgres to streamline your sales workflows.

Supported tables include:

• Accounts

• Companies

• Prospects

• Opportunities

For additional objects or fields, feel free to reach out. See our docs for setup and more details.

Creating your first sync just got simpler. Our new Get Started flow guides you step-by-step through the setup process, so you’ll always know exactly where you are and what’s next. While the steps remain the same, the new flow makes it easier than ever to follow along and get up and running confidently.

Understand exactly what changes will happen before they go live. With Sync Preview, you’ll see a detailed preview of the updates Whalesync will make during the initial sync. This way, you’re always in control, knowing the exact impact of your sync setup.

Sync Preview is available whenever Whalesync initiates an initial sync, such as when:

• Setting up a sync for the first time

• Adding a new table mapping to an existing sync

• Adjusting filters within a sync

Get started with Sync Preview and set up your syncs confidently, knowing precisely what to expect.

Whalesync has received a major visual upgrade! From the beginning, our goal has been to deliver an integration platform that’s not only powerful but enjoyable to use. Today, we’re thrilled to introduce an overhauled interface that’s designed to make Whalesync more intuitive, streamlined, and ready for what’s next.

While Whalesync may look different, your favorite features are all here—many now easier to access. This redesign also sets the stage for exciting new functionality rolling out soon, including:

• Record Matching to sync data seamlessly between apps with existing records

• Filters to control exactly which records sync across apps

We’re excited for you to explore the new Whalesync experience!