Pipedrive Connector Access Rights
Under user configuration, User needs to enable "Pipedrive Connector" checkbox.
Pipedrive Model
Pipedrive Configuration
Under Pipedrive configuration, User needs to enter configuration name, API token and company domain then click on "Test Connection".
Connection Successful
Once connection successful, Pipedrive configuration should moved on "Verified" stage.
Opportunities On Pipedrive
User can see the created opportunities on Pipedrive.
Import Opportunities From Pipedrive to Odoo
Goto Pipedrive configuration, Under "Opportunities" tab user needs to click on "IMPORT NOW" button to import opportunities from Pipedrive to Odoo.
Import Notification Popup
Imported Opportunities
User can view the imported opportunities under Pipedrive dashboard.
User can see imported opportunities with detail in CRM.
Export Opportunities From Odoo to Pipedrive
Under "Opportunities" tab user needs to click on "EXPORT NOW" button to export opportunities from Odoo to Pipedrive.
Export Notification Popup
This is the view of Transport Information which contains the information about the transport created from Tour Booking.
Exported Opportunities
User can view the exported opportunities under Pipedrive dashboard.
User can view the exported opportunities in Pipedrive.
Import Leads
Under "Leads" tab user needs to click on "IMPORT NOW" button to import leads from Pipedrive to Odoo.
Imported Leads
Export Leads
Under "Leads" tab user needs to click on "EXPORT NOW" button to export leads from Odoo to Pipedrive.
Exported Leads
User can view the exported leads in Pipedrive.
Import Products
Under "Products" tab user needs to click on "IMPORT NOW" button to import products from Pipedrive to Odoo.
Imported Pipedrive Products
Export Products
Under "Products" tab user needs to click on "EXPORT NOW" button to export products from Odoo to Pipedrive.
Exported Products
User can view the exported products in Pipedrive.
Import Organizations
Under "Organizations" tab user needs to click on "IMPORT NOW" button to import contact organizations from Pipedrive to Odoo.
Imported Pipedrive Organizations
Export Organizations
Under "Products" tab user needs to click on "EXPORT NOW" button to export organizations from Odoo to Pipedrive.
Exported Organizations
User can view the exported organizations in Pipedrive.
Import Contacts
Under "Contacts" tab user needs to click on "IMPORT NOW" button to import contacts from Pipedrive to Odoo.
Imported Pipedrive Contacts
Export Contacts
Under "Contacts" tab user needs to click on "EXPORT NOW" button to export Contacts from Odoo to Pipedrive.
Exported Contacts
User can view the exported contacts in Pipedrive.
Pipedrive Dashboard
User can view the imported/exported Pipedrive data.
Logs Menu
Under Logs menu, User can view the Pipedrive logs.
