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Pipedrive

  • Updated

Contents

This allows the synchronization of contacts and deals between Pipedrive and xentral.

Features

Several options are available to you.

For Pipedive you need a free field, which you have to configure. Please go to the free field configuration in the basic settings (Basic settings > Free fields) and enter "Pipedrive label" as a free field under Address free fields. You should then be able to select it from Additional field.

API-KEY settings

    • Add Pipedrive API-KEY securely in the system
    • Synchronize contacts/resubmissions can be enabled/disabled

Synchronization of contacts 

    • When a contact is created/registered/added/edited in Pipedrive, then this change is synchronized in xentral
    • If a lead contact is created/registered/added/edited in xentral, then the change will also be synchronized in Pipedrive
    • Contacts are imported into a group (default name : Pipedrive)

Synchronization of deals 

    • If a deal is created/registered/added/edited in Pipedrive, then this change is synchronized in xentral.
    • If a resubmission is created/registered/added/edited in xentral, then the change will also be synchronized in Pipedrive as a deal, if it is in the designated view.
    • The deals phases or stages can be manually customized in xentral, for example to connect the existing stages to Pipedrive