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Odoo Pipedrive Connector

by
Odoo

500.32

v 15.0 Third Party
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Accounting (account_accountant)
CRM (crm)
Contacts (contacts)
Discuss (mail)
Sales (sale_management)
Invoicing (account)
Calendar (calendar)
Lines of code 1411
Technical Name tl_pipedrive
LicenseOPL-1
Websitehttps://www.techloyce.com
Versions 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Accounting (account_accountant)
CRM (crm)
Contacts (contacts)
Discuss (mail)
Sales (sale_management)
Invoicing (account)
Calendar (calendar)
Lines of code 1411
Technical Name tl_pipedrive
LicenseOPL-1
Websitehttps://www.techloyce.com
Versions 15.0 16.0 17.0 18.0
logo

Pipedrive Connector

The Pipedrive Connector facilitates data synchronization between Odoo and Pipedrive, allowing businesses to manage sales processes efficiently. It enables syncing contacts, users, products and deals from Pipedrive into Odoo and syncing contacts, products and deals data back to Pipedrive. The connector ensures that information remains consistent across both platforms, helping reduce manual data entry and maintain up-to-date records for better sales management.

Customize Your Odoo The Way Your Business Works in Pipedrive!

Pipedrive Connector lets users sync Pipedrive's Organizations, Users, Contacts, Products, Deals, Pipelines, Activities and Stages into Odoo, ensuring seamless synchronization between the two platforms.

Our Helpful Links

Request a Free Demo techloyce.com/contact-us
https://www.facebook.com/Techloyce/ https://twitter.com/techloyce/ https://www.linkedin.com/company/techloyce/

Highlights

Customer Synchronization

Sync Customers from Pipedrive to Odoo and vice versa.


User Synchronization

Sync Users from Pipedrive to Odoo and vice versa.


Stage Synchronization

Sync Stages from Pipedrive to Odoo and vice versa.


Products Synchronization

Sync Products from Pipedrive to Odoo and vice versa.

Pipedrive to Odoo Sync Operations

  • Sync Customers from Pipedrive to Odoo
  • Sync Products from Pipedrive to Odoo
  • Sync Deals from Pipedrive to Odoo
  • Sync Stages from Pipedrive to Odoo
  • Sync Pipelines from Pipedrive to Odoo
  • Sync Activities from Pipedrive to Odoo

Odoo to Pipedrive Sync Operations

  • Sync Customers from Odoo to Pipedrive.
  • Sync Products from Odoo to Pipedrive
  • Sync Deals from Odoo to Pipedrive.
  • Sync Stages from Odoo to Pipedrive.
  • Sync Pipelines from Odoo to Pipedrive.
  • Sync Activities from Odoo to Pipedrive.
  • Login to Pipedrive's Sandbox Account. Click on Create app to Create a new app.

  • Enter the Callback url.

  • Go to Oauth and Scopes as highlighted in the screenshot. Copy the client ID and Client Secret.

  • Click on the Profile icon of your Pipedrive Account ---> Personal Preferences then go to the API section.

  • Copy your personal API token.

  • Go to Settings→Users and Companies→Users. Click on the logged-in user and go to Pipedrive Configuration. Enter the Client ID, Client Secret and the Redirect URL copied from Pipedrive.

  • After Pasting the required fields in the respective fields. Press the Build Connection Button.

  • After Successful Connection.

  • Pipedrive's Dashboard.


  • Synced Users from Pipedrvie will be in Odoo Users.

  • Contacts in Pipedrive.

  • Synced Contacts from Pipedrive will be in Odoo Contacts

  • Products in Pipedrive

  • Synced Products from Pipedrive will be in Odoo Sales under Products section.

  • Deals in Pipedrive

  • Synced Deals from Pipedrive will be in CRM.

Pipedrive Product Support

After purchasing if you face any issue regarding the functionality/working of our app, we are here to address your queries. We provide 60-day support to our clients. The support period starts from the date of app purchase till 60 days onward.

Support Policy techloyce.com/book-a-free-consultation/


Privacy Policy techloyce.com/privacy-policy/
What is Redirect url?

Redirect url is used to authenticate your app with Pipedrive app using your client id and client secret.

Does your app work in Odoo Enterprise?

Our module is compatible with Odoo Enterprise.

Will I get free upgrades and support after purchase?

Upgrades are not free. If you require any customization, you can contact us. We offer support for 60 days after purchase. For further information, you can contact us at https://techloyce.com or read our support policy.

How do I install the app?

Go to Apps in your Odoo backend.Click Upload a module and select the downloaded file.Click Install and follow the setup instructions.

What is the pricing model for this app??

You only need to make a one-time payment for the module, with no additional in-app purchases required after purchase.

I need an extra feature in this app. How can I request for it?

You can contact us to request customization in the app.

Can the Pipedrive Connector be used for multiuser?

Our current module works only for a single user, but if you want multiuser we will be happy to do it for you. Kindly contact us at https://www.techloyce.com/book-a-free-consultation

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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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