Table of Contents


Prerequisites

Only admins can integrate and setup 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’re 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 Lead Stages from Pipedrive

Clicking Pull Lead stages from the Pipedrive button will update the lead stages or status in all pulled contacts from Pipedrive.

To do this,

  • When you add leads 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)

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