Table of Contents
Access Pipedrive Contacts in Aloware
When you successfully sync Aloware and Pipedrive contacts, you can open the contact details in Pipedrive directly in Aloware.
In your Aloware account, navigate to the Contacts menu
Search for a Pipedrive contact, and click it
Click the Pipedrive logo, under the Integration section
A new Pipedrive tab will open displaying the contact records in Pipedrive
Learn how to use add Pipedrive contacts to Power Dialer and Sequence in this article.
Display Contact's Deals and Stages
Contacts that are synced from Pipedrive to Aloware will display basic information along with the deals and stages associated with the contact.
Click the Sync with Pipedrive button to update the contact's deal status
Make sure that the "Do not update contact information" button is disabled from the Integration menu
Navigate to Integrations menu > Select Pipedrive card > Go to Filters > Disable the "Don't update contact information" option
Read about Pipedrive and Aloware Syncing Settings to know more.