Activate the "Odoo Pipedrive Integration" module inside your Odoo database instance.

Configure Odoo user access privileges. Navigate to Settings > Users and set the Pipedrive Integration group to "Odoo Plugin Admin."

Log into your Pipedrive CRM account, navigate to Personal Preferences from your user profile icon.

Under the API section, copy your secure Personal API Token from Pipedrive.

Paste the API token into Odoo's Pipedrive App Token field, enable the Is Connected toggle, and click Test API Connection.

Click the "Import Fields" button to automatically load and map all Pipedrive fields and dropdown models in Odoo.

View dynamic sub-panels detailing syncing structures for Odoo Companies, Pipedrive Companies, and active customer CRM actions.

Enable the Activate Scheduler toggle to automate backend jobs, or use the manual "Sync Odoo to Pipedrive" action.

Manually pull targeted items from Pipedrive using the record ID fetcher wizard inside Odoo.

Create a new partner company in Odoo and click "Sync to Pipedrive". Odoo maps Pipedrive ID and writes hash key references automatically.

Open Pipedrive's organization panel to confirm the synced company profile details successfully mapped from Odoo.

Create a new organization in Pipedrive CRM, and copy the organization's unique Pipedrive ID.

Launch the Odoo wizard, choose "Company" module, specify the Pipedrive target ID, and run the import.

Open Odoo Companies directory to verify the imported record, detailing synced Pipedrive IDs and coordinates.

Create a new partner contact card in Odoo ERP, and click the Sync Odoo to Pipedrive action button.

Verify the newly created Person record on the Pipedrive Contacts panel, including linked email/telephone details.

Create a Person profile in Pipedrive. Go to Odoo and trigger a Pipedrive to Odoo contacts pull.

Verify that the Pipedrive Person is successfully created in Odoo with email and parent organization links intact.

Configure a CRM opportunity in Odoo and sync it to Pipedrive using the background scheduler cron job.

Verify the Odoo opportunity is mapped to a Pipedrive Deal, placed in the correct pipeline stage.

Create a Deal in Pipedrive. The Odoo background cron scheduler fetches it and places it in Odoo CRM.

Open Odoo CRM Kanban board to verify the newly synced deal, complete with value metrics and stage mappings.

Create a sales product template card in Odoo ERP, and click the Sync to Pipedrive action button.

Open Pipedrive's Products menu to verify the synced item profile, pricing rates, and SKU references.

Create a product in Pipedrive. Go to Odoo and trigger a Pipedrive to Odoo products pull via wizard.

Open Odoo Products catalog to verify the synced item card containing pricing, codes, and description tags.

Create a new customer lead card in Odoo ERP, and click the Sync Odoo to Pipedrive action button.

Open Pipedrive's Leads Inbox to confirm the synced lead coordinates, contacts, value details, and hash keys.

Confirm the synced lead inside Odoo Leads pipeline board showing mapped customer coordinates.

Attach corporate PDF files or PNG image screenshots onto the organization's details panel inside Pipedrive CRM.

Open Odoo company record to verify the imported files appended onto the chatter attachments directory automatically.