Two way sync with Pipedrive
Option for Pipedrive 2 way sync
Paul Cedric Guevarra
shared this idea
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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.