Table of Contents
Prerequisites
Only admins can integrate and set up Pipedrive with Aloware.
Pipedrive Settings
Automated Syncing
After you connect Aloware and Pipedrive, you need to turn the sync on. With the Aloware syncing feature, a one-time pull will sync the following:
Two-way Sync of Contacts
One-way Sync of Users
One-way Sync of Lead Stages
Screenshot of a Pipedrive contact synced with Aloware:
Two-way Contacts Syncing
Syncing your contacts in Aloware and Pipedrive requires a one-time successful configuration. It also allows you to access your Pipedrive contacts in Aloware. Both platforms become interconnected and simultaneously linked together from then on.
The following are syncing simultaneously on both platforms:
Contacts
Call Disposition
Call Status
Deals
Stages
Contacts: Push and Pull Sync
Contacts are automatically added when you create them in either Aloware or Pipedrive.
Push contacts - Click the "Push Contacts button" once, and contacts added in Aloware will sync in Pipedrive.
Pull contacts - All Pipedrive contacts will sync in Aloware. If you add contacts in Pipedrive, it will automatically sync to Aloware.
The following contact's basic information is synced simultaneously on both platforms:
First Name
Last Name
Phone Number
Email Address
Users can see the synced information in Contact's Integration Card through the Contact Profile:
Alongside the contact's basic information are the following fields being synced on Aloware:
Deals - Aloware should show the Deals associated with the contact
To associate a deal to contact in Pipedrive,
Click on the Deals tab in your Pipedrive account, and
Click the + button to any deal stage you like. Then let autocomplete input the contact name of the contact you’d wish to add.
Go back to your Aloware Account.
Click the Sync Contact button.
The deal should automatically be added to the Pipedrive Card of the contact.
If you were already viewing the contact in Aloware when you added the Deal, click on the Sync Contact button to pull the deals update.
📝Note - Make sure that the "Don't update contact information" from the Integration's menu > Pipedrive card is disabled
Call Disposition - Call Disposition associated with the contact is synced in Pipedrive.
Contact Activities - Activities associated with contact should display in Pipedrive.
App Panel - Allows Pipedrive users to view a card displaying Aloware information about a contact.
📝Note - Read the article about Fixing Contact Record Discrepancies if you found inconsistencies with your contact records after syncing.
One-way Sync: Connect to Pipedrive Users to Aloware
Aloware's Pipedrive integration will also sync your users when you click Connect Pipedrive users to Aloware.
To do this,
Create a user in Aloware with the same email as your Pipedrive user account
You may continue the configuration by clicking the Connect to Pipedrive Users to Aloware button.
Confirmation
An email notification is sent to the Aloware admin for the successful pull user process.
Screenshot of email notification received by Admin:
One-way Sync: Pull Deal Stages from Pipedrive
Clicking Pull Deal stages from the Pipedrive button will update the deal stages or status in all pulled contacts from Pipedrive.
To do this,
When you add deals in Pipedrive, Aloware syncs the contact's status
You may continue the configuration by clicking the Connect to Pipedrive Users to Aloware button
Aloware should show the Stage associated with a contact
Confirmation
An email notification is sent to the Aloware admin for the successful pull user process.
Screenshot of email notification received by Admin:
Default Settings
Remember to click the "Save" button on the 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)
