You might encounter discrepancies in contact information between Aloware and Pipedrive for 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.
Please note that only administrators have the authority to resolve this issue.
Fix Contact Information Discrepancies
Below are the different ways to fix contact information discrepancies:
Checking Integration Connection
Only the Aloware Admin can check the connection status of the Pipedrive integration with Aloware.
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 has failed and needs immediate action.
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.
Confirm that contact records should be updated by now.
Using the Sync with Pipedrive button from the 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, search for the contact with un-updated records.
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.