Enable Pipedrive Connector
Go to Users & Companies → Users, open the user settings, and enable the Pipedrive Connector checkbox to give the user access to Pipedrive features.
Open Pipedrive in Odoo
Click the Pipedrive app from the Odoo dashboard to access the Pipedrive Connector features.
Configure Pipedrive Connection
Enter the Configuration Name, API Token, and Company Domain in the Pipedrive configuration. Then click Test Connection to check the connection with Pipedrive.
Confirm Pipedrive Connection
After a successful connection, the Pipedrive configuration status changes to Verified.
View Opportunities in Pipedrive
Users can view their created opportunities in Pipedrive along with their sales stages and deal details.
Import Opportunities from Pipedrive to Odoo
Go to Pipedrive Configuration → Opportunities and click Import Now to import opportunities from Pipedrive into Odoo.
Confirm Opportunity Import
After the import is complete, Odoo shows a message with the number of created and updated opportunities.
View Imported Opportunities on the Dashboard
After importing, users can view the imported opportunities in the Pipedrive Dashboard, along with their stages and sales details.

View Imported Opportunities in CRM
Users can view the imported opportunities in the CRM Pipeline with details such as the opportunity name, value, customer, and sales stage.

Export Opportunities to Pipedrive
Go to Pipedrive Configuration → Opportunities and click Export Now to export opportunities from Odoo to Pipedrive.
Confirm Opportunity Export
After exporting, Odoo shows a message confirming the number of opportunities successfully exported to Pipedrive.
View Exported Opportunities in Pipedrive
After exporting, users can view the opportunities in the Pipedrive Dashboard along with the updated sales data.

View Exported Opportunities in CRM
Users can view the exported opportunities in the CRM Pipeline with details such as the opportunity name, value, customer, and sales stage.

View Exported Opportunities in Pipedrive
Users can view the exported opportunities in Pipedrive → Deals, along with their customer names, values, and sales stages.

Import Leads from Pipedrive to Odoo
Go to Pipedrive Configuration → Leads and click Import Now to import leads from Pipedrive into Odoo.
View Imported Leads on the Dashboard
After importing, users can view the imported leads under Recent Pipedrive Leads on the Pipedrive Dashboard.
Export Leads to Pipedrive
Go to Pipedrive Configuration → Leads and click Export Now to export leads from Odoo to Pipedrive.
View Exported Leads in Pipedrive
After exporting, users can view the leads in Pipedrive → Leads Inbox.
Import Products from Pipedrive to Odoo
Go to Pipedrive Configuration → Products and click Import Now to import products from Pipedrive into Odoo.
View Imported Pipedrive Products
After importing, users can view the products from Pipedrive in Odoo under Products.


Export Products to Pipedrive
Go to Pipedrive Configuration → Products and click Export Now to export products from Odoo to Pipedrive.

View Exported Products in Pipedrive
After exporting, users can view the products from Odoo in Pipedrive → Products.

Import Organizations from Pipedrive to Odoo
Go to Pipedrive Configuration → Organizations and click Import Now to import organizations from Pipedrive into Odoo.
View Imported Pipedrive Organizations
After importing, users can view the organizations from Pipedrive in Odoo under Organizations.

Export Organizations to Pipedrive
Under the Organizations tab, click Export Now to export organizations from Odoo to Pipedrive.

View Exported Organizations in Pipedrive
After exporting, users can view the organizations from Odoo under Pipedrive → Organizations.

Import Contacts from Pipedrive to Odoo
Under the Contacts tab, click Import Now to import contacts from Pipedrive into Odoo.
View Imported Pipedrive Contacts
After importing, users can view the contacts from Pipedrive under the Pipedrive Dashboard → Contacts section.
Export Contacts to Pipedrive
Under the Contacts tab, click Export Now to export contacts from Odoo to Pipedrive.
View Exported Contacts in Pipedrive
After exporting, users can view the contacts from Odoo under Pipedrive → People.
Pipedrive Dashboard
Users can view the imported and exported Pipedrive data, including leads, deals, products, contacts, and organizations, from the dashboard.
Pipedrive Logs
Under the Logs menu, users can view the Pipedrive logs and check the status and details of import, export, and connection activities.