Two way sync with Pipedrive
Option for Pipedrive 2 way sync
Paul Cedric Guevarra
shared this idea
Hi Pandas,
I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.
Here’s what we are building:
CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.
Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.
Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.
Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.
We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.
Timeline Preview: Expect to see these functionalities rolled out in Q2. We’re making significant progress!
Early Access Program: The Early Access Program is expected to start in a month. If you’re interested in participating, just reply to this email with "Yes" — though if you’re feeling extra enthusiastic, a "Panda-power!" would make our day!
Please feel free to book a time with me to discuss this further using my calendar: https://calendar.app.google/pHa6Xud82oexdoyv6
Thank you for your continued support as we strive to make this integration successful. Your feedback is crucial as we aim to ensure that the final product not only meets but exceeds your expectations.
Cheers, Alex.
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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.