Whalesync: Bi-directional synchronization tool for spreadsheets and other data sources

General Introduction

Whalesync is a no-code tool that allows users to control and manage other applications with spreadsheets for two-way real-time data synchronization. It supports Airtable, Notion, Google Sheets, and other spreadsheets to connect with tools like Webflow, HubSpot, Postgres, and more. Users can update and manage data through forms without programming, and data is consistent across multiple platforms. Whalesync offers deeper two-way synchronization than Zapier's one-way automation. Its goal is to save time and increase efficiency by allowing teams to operate complex tools with familiar forms. founded in Miami, USA in 2021 by Matthew Busel and Curtis Fonger, Whalesync currently serves clients such as Ramp, Webflow, and others, synchronizing data millions of times a day.

Function List

• Controlling Applications with Forms: via Airtable or Notion Modify the data and update Webflow or HubSpot directly.
• Bi-directional real-time synchronization: Data is updated instantly and bi-directionally between tables and other tools.
• Multi-tool support: Connections to Airtable, Notion, Webflow, HubSpot, Google Sheets, Postgres, Supabase, and more.
• no-code operation: No programming is required and synchronization is accomplished with simple setup.
• field mapping: Customize field correspondences between forms and tools to fit job requirements.
• Batch Edit: Modify multiple pieces of data at once in a table to synchronize to other tools.
• data security: SOC 2 Type II and GDPR compliant for data security.

Using Help

At its core, Whalesync is simple to use with spreadsheets to control other applications. Here are detailed steps to help you get started quickly.

Register & Login

1. show (a ticket) https://www.whalesync.com/, go to the official website.
2. Click on "Sign Up" in the upper right corner and register with your email and password.
3. Register and log in to access the control panel.

connection kit

1. Click "Create Sync" in the control panel.
2. Select a spreadsheet (e.g. Airtable) and a target tool (e.g. Webflow).
3. Follow the prompts to authorize:
   • Airtable: Log in, select the form and click "Authorize".
   • Webflow: Log in, select the project and click "Allow Access".
   • Other tools (e.g. Notion, HubSpot) are similar, follow the prompts.
4. After authorization, the tool shows as connected.

Setting up synchronization rules

1. On the Mapping screen, select the form fields and tool fields to match.
   • Example: The "Product Name" field in Airtable maps to the "CMS Title" in Webflow.
2. Optional: Set conditions with "Filters", e.g. only synchronize data with a "Status" of "Completed".
3. Click "Preview Sync" to confirm that the mapping is correct.
4. Click on "Start Sync" and the data will be updated in both directions.

Main Functions

• Controlling Applications with Forms::
  Edit data in Airtable or Notion and Webflow or HubSpot updates it immediately, and vice versa.
  • Action: Enter or modify in the form, save it and check the target tool.
• Bi-directional real-time synchronization::
  Data changes are synchronized to the other end within seconds, no need to manually refresh.
• Adjustment mapping::
  Go to "Edit Sync", change the field matches and save.
• Suspend or delete::
  Select the task in the control panel and click "Pause" or "Delete".

Featured Function Operation

• Batch Edit::
  Enter multiple rows of data (e.g., product listings) in Airtable and synchronize to Webflow to update the CMS.
  • Action: Edit the form, save it and check the synchronization results.
• Formula Support::
  Calculate data with formulas in Google Sheets or Airtable, synchronize to other tools.
  • Action: Add a formula, save it and view the synchronization effect.
• error checking::
  When synchronization fails, click on "Logs" to view the problem (e.g. field type mismatch).
  • Action: Resynchronize after adjustment.
• Corporate Support::
  liaison hello@whalesync.comIf you are not a member of the SSO, you can apply for SSO or exclusive services.

caveat

• Ensure network stability to avoid synchronization interruptions.
• Check the validity of the authorization, expired need to re-authorize.
• Initial synchronization of large data volumes takes a few minutes, subsequent real-time updates are quick.

Advanced Use

• SEO Page Management: Enter page content in Airtable and synchronize it with Webflow to generate web pages.
• Sales Tracking: Update transaction status at Notion to sync to HubSpot.
• Internal tools: Control Postgres data with Airtable to simplify operations.

With table manipulation, Whalesync makes complex tools easy to use.

application scenario

1. Website content update
   Edit articles in Airtable and synchronize to Webflow to update website pages.
2. Sales Data Management
   Modify customer information in Notion and sync to HubSpot to track progress.
3. Batch Page Generation
   Use Google Sheets to enter keywords and content and sync to Webflow to create SEO pages.
4. Team Data Collaboration
   The team updates records at Airtable and synchronizes to Postgres storage data.

QA

1. What forms can be used to control the application?
   Support for Airtable, Notion, Google Sheets through which users manage other tools.
2. What's the difference with Zapier?
   Whalesync uses tables for bi-directional synchronization and Zapier is a one-way triggered automation.
3. How fast is the synchronization?
   The initial synchronization is done in a few minutes (depending on the amount of data), and after that the real-time update takes only a few seconds.
4. What tools are supported?
   Includes Airtable, Notion, Webflow, HubSpot, Google Sheets, Postgres, Supabase, and more.