Which data is shared between Pipedrive and other apps

Here you will find all the information you look for regarding the data sharing between Pipedrive and the other apps of the marketplace

Interesting workflow you can accomplish with Pipedrive on our MarketPlace

When I create or update an Organization and People in Pipedrive, it also appears/is updated in my Accounting application.

When I create a Deal in Pipedrive, it creates an opportunity in my CRM linked to the relevant contact.

When I update my sales pipeline in Pipedrive, the different stages appears in Impac!™ sales funnel widget.

When I create a product in Pipedrive, the product is created in my accounting package. 

When I create a product in my inventory manager, the product is created in PipeDrive. I can then attach this product to my opportunities.



Data shared between Pipedrive and other apps


CRM and Sales data shared

Entity in ConnecEntity in Pipedrive

From Pipedrive to other apps

From other apps to PipedriveSee it on my Impac! Dashboard
PeoplePersons

Invoice List widget (If invoice is attached)
App UserUser



OrganizationsOrganizations

Invoice List widget (If invoice is attached)


Accounting data shared

Entity in ConnecEntity in Pipedrive

From Pipedrive to other apps

From other apps to PipedriveSee it on my Impac! Dashboard
OpportunitiesDeal

Opportunity funnel widget




FAQ

  

Number of employees in an organization

In Pipedrive, the number of employees inside an organization correspond to the number of contacts associated to that organization in Pipedrive.
Therefore, even if in another app, you have mentioned more employees than the number of contacts you created, this number will not reflect the same in Pipedrive. 

Mapping of addresses

Addresses are associated in PipeDrive via Google. If you do not use this (select an address from the hints), the address may not reflect correctly in other apps.

My deal is not displayed in the correct sales stage

We map deals according to their probability. First of all, you may want to activate stages probability, from the tab "Feature" in your pipedrive settings.
Then, each sales stage has a probability that can be modified in your pipeline settings.
That means that if you created an opportunity with a probability of 50% in another app, we will add it to your stage in Pipedrive that has the closest probability to 50.
(warning) If the closest sales stage in Pipedrive has a probability different than the original one, the new value will become the source of truth.
 

App Users

If you change the role of an user in Pipedrive (e.g admin to non-admin), this role may not reflect in other apps since modifications may take up to 10min to take effect in Pipedrive.

Team Work 

All the apps available on Maestrano marketplace share data with Pipedrive

However, these three apps are the best matching for Pipedrive  

Xero

Unleashed

Quickbooks

Any question? Contact us on support@maestrano.com