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148.71

v 15.0 Third Party 3
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Discuss (mail)
Inventory (stock)
Invoicing (account)
Sales (sale_management)
Calendar (calendar)
Contacts (contacts)
Lines of code 7942
Technical Name opd_integration
LicenseOPL-1
Websitehttps://www.echobitzit.com
Versions 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Discuss (mail)
Inventory (stock)
Invoicing (account)
Sales (sale_management)
Calendar (calendar)
Contacts (contacts)
Lines of code 7942
Technical Name opd_integration
LicenseOPL-1
Websitehttps://www.echobitzit.com
Versions 15.0 16.0 17.0 18.0

Odoo Pipedrive Integration

This module offers a powerful and seamless integration between Odoo and Pipedrive, enabling real-time synchronization of critical business data to improve sales and CRM efficiency. The connector is designed to bridge key Odoo modules with Pipedrive's robust CRM features, ensuring smooth and consistent communication across platforms.

The integration covers a wide range of functionalities, syncing data for: Company, Contact, Lead, Opportunity, and Product modules. In addition, it fully supports activities including Calls, Emails, Meetings, Tasks, and Notes, and Files(attachments), ensuring that every interaction and update is instantly reflected in both systems.

With automated syncing of leads, pipeline stages, contact information, and scheduled activities, the integration reduces manual effort, prevents data duplication, and boosts team collaboration. Users can track opportunities, manage schedules, and access real-time customer insights directly from Odoo, while maintaining a complete CRM trail in Pipedrive.

This module is ideal for sales-driven teams seeking enhanced visibility, streamlined workflows, and improved customer engagement by leveraging a two-way connection between Odoo and Pipedrive. It simplifies lead management, boosts productivity, and ensures data integrity across both platforms.

Sync companies, contacts, and products seamlessly between Odoo and Pipedrive.
Bidirectional sync for leads and opportunities to keep your CRM pipeline up-to-date in both systems.
Automatically sync activities including calls, emails, meetings, tasks, notes and files(attachments) with full context.
Maintain stage consistency by syncing Pipedrive pipeline stages with Odoo opportunity stages.
Sync custom fields between Pipedrive and Odoo with field-level mapping support.
Scheduled background sync jobs or manual sync options from tree and form views.
Sync specific records from Pipedrive using record ID wizard for focused data control.
Skips unchanged records using hash comparison for optimal sync performance.
Simple and intuitive user interface for easy setup without technical skills.

Screenshots

Activate the "Odoo Pipedrive Integration" module.


Click on Settings, then go to the Users & Companies menu, and click on the Users submenu. In the selected user's profile, under the Access Rights tab, scroll to the Other section and set the Odoo Pipedrive Integration field to "Odoo Plugin Admin."


Click on "User Profile," then select "Personal Preferences."


Click on "API," then copy your "Personal API Token."


Paste the "Pipedrive API Token" into the "Pipedrive App Token" field, enable the "Is Connected" toggle, and then click the "Test API Connection" button.


Click on "Import Company Fields" so that the "Field Mapping" and "Dropdown Mapping" are automatically mapped.


1- Odoo Company-Related Modules., 2- Pipedrive Company-Related Modules., 3- Odoo and Pipedrive Company-Related Activities.


1- Turn on "Activate Scheduler" in both Odoo and Pipedrive to enable automatic synchronization of companies between Odoo and Pipedrive., 2-Click the "Sync Odoo to Pipedrive" button in Odoo. Make sure the"Sync to Pipedrive" toggle is enabled on the company record to sync it with Pipedrive. Similarly, for syncing from Pipedrive to Odoo,ensure the "Sync to Odoo" toggle is enabled on the company record in Pipedrive.


To manually fetch a Pipedrive record using the wizard view, click on "Pipedrive to Odoo." In the "Pipedrive Module Name" field, select the module name, and in the "Pipedrive Record IDs" field, enter the record ID.


Create a company in Odoo and click the "Sync to Pipedrive" button. The Odoo company will be synced to Pipedrive, and the "Pipedrive ID" and "Odoo Hash" fields will be automatically filled in Odoo.


Odoo Company successfully created in Pipedrive.


Create a company in Pipedrive and copy the Pipedrive Company ID.


In the wizard, select "Company" in the "Pipedrive Module Name" field, enter "7" in the "Pipedrive Record IDs" field, and then click the "Sync Pipedrive to Odoo" button.


Pipedrive company successfully created in Odoo.


In Odoo, create a contact and go to the Odoo instance. Below the Contact tab, click the "Sync Odoo to Pipedrive" button.


Odoo contact successfully created in Pipedrive.


Create a contact in Pipedrive, then go to the Odoo instance. Below the Contact tab, click the "Sync Pipedrive to Odoo" button.


Pipedrive contact successfully created in Odoo.


Create an opportunity in Odoo and sync it to Pipedrive using the "Activate Scheduler" feature.


Odoo opportunity successfully created in Pipedrive.


Create an opportunity in Pipedrive and sync it to Odoo using the "Activate Scheduler" feature.


Pipedrive opportunity successfully created in Odoo.


Create a product in Odoo, then click the "Sync to Pipedrive" button.


Odoo product successfully created in Pipedrive.


Create a product in Pipedrive and sync it to Odoo using the wizard view.


Pipedrive product successfully created in Odoo.


Create a lead in Odoo, then click the "Sync to Pipedrive" button.


Odoo lead successfully created in Pipedrive.


Pipedrive record successfully created in Odoo.


Add PDF and PNG files to the company in Pipedrive.


Files(attachments) added to the company in Pipedrive were successfully synced to Odoo.


📦 Version 1.0.0 – Initial Release

  • First stable release of Pipedrive – Odoo 15, 16, 17, 18 Connector.
  • Supports manual and scheduled sync of:
    • Leads and Deals
    • Organizations and Persons
    • Activities,Notes and Files
    • Products
    • Pipelines and Stages
    • Custom Fields and Filters
    • Lost/Won Deal Sync
  • Manual sync via form view and list view buttons.
  • Automated background sync using schedulers.
  • Detailed logging for successful and failed sync operations.
  • Clean, user-friendly interface with real-time status display.

Demo & Support

We're here to help! Whether you need assistance with Odoo app installation, customization, or have any technical or functional questions, our support team is just a call or click away. Choose your preferred method to connect with us - phone, email, or schedule a meeting. You can also explore our detailed video playlist for step-by-step guidance.

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FAQS

Is this app compatible with both Odoo Community and Enterprise editions?

Yes, this app works perfectly with both Odoo Community and Enterprise editions, including Odoo.sh and On-Premise setups.

What Pipedrive data can be synced with Odoo?

This module supports syncing of Companies (Organizations), Contacts (Persons), Leads, Deals (Opportunities), Products, and Activities including Calls, Meetings, Tasks, Mails, Notes and Files(attachments).

How does the sync process work?

You can manually sync individual records or perform bulk operations. Additionally, you can configure automated syncing through scheduled actions (cron jobs).

Is synchronization bidirectional?

Yes, the connector supports bidirectional syncing between Odoo and Pipedrive, ensuring that data remains consistent across both systems.

Is there a synchronization log?

Yes, every sync action is logged, including success and error details, to help with troubleshooting and monitoring.

Can I sync custom fields?

Yes, the app allows syncing of custom fields as per your mapping configurations.

What if I purchase for the wrong Odoo version?

Please make sure to select the correct version during checkout. We do not provide exchanges for incorrect purchases.

Do you provide support and updates?

Yes, we provide 365 days of free support and lifetime updates at no extra cost.

Can I request customizations?

Absolutely! Reach out to us at info@echobitzit.com with your requirements.

Free Support for 365 Days

We believe that great apps deserve great support. That's why every purchase of our Odoo apps comes with 365 days of free expert support-no hidden fees, no hassle. Whether you need help with installation, customization, or troubleshooting, our team is here to guide you every step of the way. We're committed to ensuring your Odoo experience is smooth, efficient, and worry-free. With fast response times and professional assistance, you can focus on growing your business while we handle the tech. Start strong with support you can count on-for free, for the first 365 days.

Demo & Video

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Our Services

Odoo Integration

Seamlessly integrate Odoo with third-party apps, platforms, and tools for better workflow.

Odoo Implementation

We plan, configure, and deploy Odoo tailored to your business processes.

Customization

Get modules and workflows customized to meet your exact needs in Odoo.

Community Apps

Access or develop robust community apps to enhance your Odoo functionality.

Development Outsourcing

Hire dedicated Odoo developers to build solutions efficiently and cost-effectively.

Support & Maintenance

Enjoy peace of mind with our reliable support, updates, and bug fixing services.

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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