| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Discuss (mail) • Invoicing (account) • Calendar (calendar) |
| Lines of code | 1337 |
| Technical Name |
wt_pipedrive_connector |
| License | OPL-1 |
| Website | https://www.warlocktechnologies.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Discuss (mail) • Invoicing (account) • Calendar (calendar) |
| Lines of code | 1337 |
| Technical Name |
wt_pipedrive_connector |
| License | OPL-1 |
| Website | https://www.warlocktechnologies.com |
| Versions | 18.0 19.0 |
Pipedrive Connector
Explore this module
Overview
Pipedrive Connector
The Pipedrive Connector module seamlessly integrates Odoo CRM with Pipedrive, a leading sales pipeline management platform, to ensure smooth data synchronization and unified workflow management.
- Bidirectional synchronization of leads, deals, contacts (persons and organizations), and stages
- Unified customer view across both Odoo and Pipedrive
- Reduces manual data entry and eliminates duplicate records
- Streamlines sales processes for greater efficiency and accuracy
Empower your sales and marketing teams with real-time visibility, seamless collaboration, and a connected sales ecosystem through the Pipedrive Connector.
Features
Lead Synchronization.
Deal Synchronization.
Contact Sync.
Stage Sync.
Configuration
- Pipedrive Connector
After installing this module, we can see the application like Pipedrive Sync, Configure as per below image.
- Pipedrive Connector
Here Reference how to get the credentials like client key, client secret , api token.
- Pipedrive Connector
Need to set redirect URL for authentication for apps.
- CONFIGURE PIPEDRIVE
Pipedrive configuration is completed. Now you can import contacts and products, leads, deals and export lead and deal, contacts by clicking a button.
- Pipedrive Sync
When I click on 'Fetch Products', it will import products from Pipedrive into Odoo as per Image.
- Pipedrive Sync
When I click on 'Fetch Contacts', it will import contacts from Pipedrive into Odoo.
- Pipedrive Sync
When I click on 'Fetch Leads', it will import leads from Pipedrive into Odoo and also update them if they already exist. If a lead has already been imported into Odoo and later changes are made in Pipedrive, then the next time you import leads, those changes will be updated in Odoo.
- Pipedrive Sync
When I click on 'Fetch Deals', it will import deals from Pipedrive into Odoo and also update them if they already exist. If the deal’s stage or contact doesn’t exist in Odoo, it will create them and then update the deal accordingly.
- Pipedrive Sync
When I click on 'Export Deals', it will export deals from Odoo to Pipedrive. If the related contact or stage is not available in Pipedrive, it will first export those to Pipedrive and then export the deal.
- Pipedrive Sync
When I click on 'Export Lead', it will export lead from Odoo to Pipedrive. If the related contact is not available in Pipedrive, it will first export those to Pipedrive.
sales@warlocktechnologies.com
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