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Odoo Pipedrive Connector

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Required Apps CRM (crm)
Discuss (mail)
Calendar (calendar)
Contacts (contacts)
Invoicing (account)
Technical Name pragmatic_pipedrive_connector
License OPL-1
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Technical Name pragmatic_pipedrive_connector
License OPL-1
pragmatic-pipedrive-connector
Odoo Pipedrive Connector | Bi-Directional CRM & ERP Integration
Seamlessly integrate Odoo with Pipedrive to enable bi-directional data synchronization. Manage contacts, products, deals, and activities from a single, unified platform.
Odoo, Pipedrive, CRM Integration, Odoo Connector, ERP Sync, Pipedrive Integration, Data Synchronization, Pragmatic Pipedrive Connector, Sales Pipeline

Introduction

The Pragmatic Pipedrive Connector for Odoo is a powerful integration that bridges the gap between the popular Pipedrive CRM and the comprehensive Odoo ERP system. This bi-directional connector automates the synchronization of critical sales and customer data, including contacts, organizations, products, deals, and activities. By creating a unified platform for your sales and operational teams, this module eliminates manual data entry, reduces errors, and ensures that your data is always consistent and up-to-date across both systems.

Key Features

  • Enable bi-directional synchronization of contacts, organizations, and products between Odoo and Pipedrive.

  • Sync deals and their associated stages to maintain a consistent sales pipeline in both platforms.

  • Import and export activities, such as calls, meetings, and tasks, to provide a complete view of all customer interactions.

  • Automatically create and update records in both systems, eliminating the need for manual data entry.

  • Supports both manual and scheduled data synchronization to fit your business needs.

  • Provides a user-friendly interface for easy configuration and management of the integration.

  • Maintains a detailed log of all synchronization activities for easy tracking and auditing.

Benefits

  • Streamline your sales and business operations by creating a single, unified source of truth.

  • Improve data accuracy and reduce manual errors with automated, bi-directional synchronization.

  • Enhance collaboration between your sales and operations teams with a shared, real-time view of customer data.

  • Increase sales productivity by automating the transfer of deals and activities between your CRM and ERP.

  • Make more informed, data-driven decisions with consistent and up-to-date information.

  • Provide a seamless and efficient workflow for managing your entire customer lifecycle.

  • Scale your business operations with a reliable and scalable integration solution.

Compatibility & Technical Details

  • Required Modules: CRM (crm), Invoicing (account), Calendar (calendar), Contacts (contacts), Discuss (mail)

  • License: OPL-1

  • Technical Name: pragmatic_pipedrive_connector

  • Installation Steps:

    1. Place the module folder into your Odoo addons directory.

    2. Restart the Odoo server.

    3. Navigate to the 'Apps' menu in your Odoo instance.

    4. Click on 'Update Apps List'.

    5. Search for the 'Pragmatic Pipedrive Connector' module and click 'Install'.

    6. Configure the connector with your Pipedrive API credentials to establish the connection and begin syncing your data.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.