Authenticate Pipedrive Integration
Go to the “Integrations” tab, look for the Pipedrive logo, and then click the “Settings” button. From there, enable the integration status, click the “Authenticate” button. After clicking "Authenticate", you will be re-directed to Pipedrive log-in portal in which you need to enter your credentials and after that, you will be directed to the Pipedrive's "Authorize Application" window, and lastly click the "Allow and Install".
Note : If the Pipedrive Integration is already authenticated but the features aren't showing or functioning yet, you might need to "Re-Authenticate" Pipedrive again in the Pipedrive integration settings. (The process after clicking the "Re-Authenticate" is the same as after clicking the "Authenticate" button)
This button lets you push or pull leads or contacts from Pipedrive to Aloware. After the task is done, you'll receive an email that it is finished.
Connect to Pipedrive Users to Aloware
When you click this button, it will sync Aloware users with Pipedrive users. After processing, you'll receive an email that your request is finished.
Pull Lead Stages from HubSpot
With one click on this button, this will pull the updated lead stages/status on all imported contacts from Pipedrive.
Choose Events to Send – Filters events that will be sent upstream to Pipedrive. Keep in mind that if you select a filter but no options for that filter are selected, no events will be sent.
Create Deal – When you enable this filter, it will automatically create a deal when contact is created or disposed of. You can select disposition/s in the drop-down menu.
Direction – Filter contacts by communication direction, either inbound, outbound, or both.
Type – Filter contacts by communication type, call, SMS, RVM, email, note, Sys note, appointment, and reminder. You can select all or just one.
Communication Disposition Status – Filter contacts by disposition status, Completed, Abandoned, Missed, Failed, and Placed.
Contacts – Filter by contact type, either you want All the contacts, Disposed Contacts, or just select a Disposition type; Attempted Contact, Bad Timing, Connected, Contact in Future, Contacted, etc.
Skip Lines – Here you can exclude the contact lines that you don’t want to import to Aloware. Just click the drop-down menu and select the line/s that you don't want to send Pipedrive integration.
Duration – This filter lets you select only the contacts based on the duration of talk time that is less than a certain period of minutes. (You can edit the minimum duration of the minutes to filter.
Qualified Contacts – Here, this filter will only create contacts when a qualified communication from a contact passes all the filters.
Note: The filters above can only be selected once you choose the “Choose Events to Send” filter.
Don’t Create New Contacts – This filter only updates contacts that are already in Pipedrive.
Don’t Duplicate Contact Information – When you enable this filter, any changes to a contact in Aloware won’t reflect or update in Pipedrive.
Note: "Don’t Update Contact Owners" feature also includes users, and agents as well.
Don’t Update Contact Owners – When you enable this filter, Aloware won’t update the contact owners that are listed in Zoho.
Note: Remember to click the "Save" button in to lower right of the Pipedrive Settings interface after all the changes that you've made. (If you want the default options, just click the "Reset" button beside the "Save" button)
Pipedrive to Aloware Syncing
Pipedrive and Aloware are interconnected and simultaneously linked together. Editing/Filling-up details on a certain contact/s that is integrated with Pipedrive will automatically be synced and updated in Pipedrive, and that feature is vice versa when you edit in Pipedrive, it will be synced immediately in Aloware.
Also, another convenient feature is that you can open a contact in Pipedrive directly in Aloware by just clicking the Pipedrive logo under the Integrations field. (It will open a new tab for Pipedrive)
Note: Only basic contact details can be updated and synced in Pipedrive and vice versa; Name, Phone Number, Email Address, and Address.
Before you can use the two-way syncing of Aloware and Pipedrive, first you have to click the "Connect Pipedrive users to Aloware" in the Pipedrive integration settings.