Two way sync with Pipedrive
Option for Pipedrive 2 way sync
Paul Cedric Guevarra
shared this idea
Hi 👋,
I’m Alex, the PM responsible for the Integration Ecosystem here at PandaDoc.
I’ve seen how much attention this idea has received, and I’d love to connect with you to explore whether some of the hypotheses we’ve developed could meet your needs and enhance the Pipedrive experience overall.
We’re deeply invested in making the PandaDoc + Pipedrive integration as powerful and seamless as possible, and we’ve got exciting updates in the works that I’d love to share with you.
Whenever you’re ready, feel free to drop me an email at alessio.ragni@pandadoc.com or, even better, schedule a meeting with me: https://calendar.app.google/pHa6Xud82oexdoyv6
Your input could make a real difference, and I’m eager to hear your ideas and work together to bring them to life.
Thanks so much, Alex
Product Manager – Integration Ecosystem
PandaDoc
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Jelle de Knegt commented
Automatically fill in fields in Pipedrive CRM when the linked field is filled in on a Pandadoc form. For example, adres etc.
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Christian Loewe commented
What would be great is to be able to update the data in pandadocs and retrieve the latest info form pipedirve. . Current implementation fills it once when proposal is created and it just does not synch the changes back nor pulls the product data even when you push the refresh data . A few days lost due to this :(
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Antonio Chau commented
Not having this causes double entry of deal values and also duplicate work to have Pandadoc and Pipedrive
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Anonymous commented
Pipedrive two way sync
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AdminElly San Juan (Admin, PandaDoc) commented
The scenario i am trying to achieve is as below : signer enters his company name in a document, and in pipedrive Deal.Organization.Name should populate
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AdminSolomiia Mereniuk (Admin, PandaDoc) commented
Hey there, I was wondering whether it's possible to populate deal information in Pipedrive from data entered in Pandadoc documents
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Eric van Bourgonje
commented
Automatically update the pricing table with product data from Pipedrive when it has changed in the Pipedrive deal.