Overview
You might encounter discrepancies in contact information between Aloware and Pipedrive because of the following reasons:
Users might update contacts on either Pipedrive or Aloware
Failed integration connection
The "Do not update contact information" is enabled in the Pipedrive card under the integration menu.
Learn how to fix this issue in this article.
Prerequisites for Troubleshooting
Only Admins can fix the issue.
Fix Contact Information Discrepancies
Below are the different ways to fix contact information discrepancies:
Checking Integration Connection
Only Aloware Admin can check the connection status of the Pipedrive integration with Aloware.
To do this,
Go to the Integration menu > Pipedrive card
Check the Connection Status
Connected - the integration and its settings are working properly
Not Connected - the integration requires re-authentication
By default, Aloware sends a notification to the admin's email notifying that the integration is failed and needs immediate action. Read this guide to know more about how to fix the integration failed status.
Once the connection status displays "Connected," make sure to disable the "Don't update contact information" in the Filters.
Select to click the Push and Pull Contacts
Push Contacts - to sync contacts made from Aloware to Pipedrive
Pull Contacts - to sync contacts made from Pipedrive to Aloware
Confirmation
Your contact records should be updated by now.
Using the Sync with Pipedrive button from Contact Profile
If the user modified a contact record in either Aloware or Pipedrive, and somehow you noticed that the record had not been updated in either platform, perform the following steps to fix it:
In your Aloware account, go to Contacts
Search for the contact you found or confirmed that records are not updated
Under the integration cards, click the "Sync with Pipedrive" button
Make sure that the "Do not update contact information" in the integrations menu is disabled
