{"id":329251,"date":"2022-04-14T06:51:03","date_gmt":"2022-04-14T06:51:03","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=329251"},"modified":"2022-04-14T06:54:43","modified_gmt":"2022-04-14T06:54:43","slug":"user-guide-for-odoo-multi-crm-pipedrive-solution","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/user-guide-for-odoo-multi-crm-pipedrive-solution\/","title":{"rendered":"User Guide for Odoo Multi CRM Pipedrive Solution"},"content":{"rendered":"\n

INTRODUCTION<\/strong><\/h3>\n\n\n\n

Link multiple Pipedrive solutions with Ooo using Odoo Multi CRM Pipedrive Solution!<\/em><\/strong><\/p>\n\n\n\n

Making customers happy and keeping them satisfied is one of the most challenging business tasks. But the question is, how to make customers happy and keep them satisfied?<\/p>\n\n\n\n

For managing healthy and beneficial relationships with customers, CRM software is created. This software helps you make a healthy and fruitful with customers. But what is the role of Pipedrive in it?<\/p>\n\n\n\n

Out there, Pipedrive is one most flexible, focused, and easy-to-use CRM solutions. The maintenance cost of Pipedrive s high, and managing multiple Pipedrive solutions can be a burden for mid-cap companies.<\/p>\n\n\n\n

So, to make things easier and allow you to manage multiple Pipedrive solutions in a single place, we created Odoo Multi CRM Pipedrive Solution. This module enables you to integrate Pipedrive with your Odoo. Hence, you can manage your whole business from a centralized location.<\/p>\n\n\n\n

NOTE: <\/strong>Odoo Multi CRM Pipedrive Solution Module works in conjunction with the following module:<\/p>

Odoo Multi CRM Solution<\/a><\/strong><\/p>

You would require to install these modules first for Odoo Multi CRM Pipedrive Solution to work correctly.<\/p><\/blockquote>\n\n\n\n

<\/p>\n\n\n\n

FEATURES<\/strong><\/h3>\n\n\n\n
  1. Link multiple Pipedrive solutions with your single Odoo.<\/li>
  2. Automatically runs the cron after a fixed interval to sync data.<\/li>
  3. Run cron to evaluate the feeds in the scheduled time.<\/li>
  4. Also, after the scheduled time, the cron automatically deleted the synchronization history.<\/li>
  5. Common import\/export button for all connections.<\/li>
  6. Just select the connection and object (you need to import).<\/li>
  7. Select the records and export them to desired connection.<\/li>
  8. Moreover, the module has a centralized location to store data in a simplified form.<\/li>
  9. Feeds let you store data in text form.<\/li>
  10. Feeds get automatically deleted once the related record is created in Odoo.<\/li>
  11. Data cards direct you to the dashboard of the selected connection.<\/li>
  12. Additionally, track all the data of every connection from the chart.<\/li>
  13. Use a line graph to analyze the data of all connections.<\/li>
  14. Select the period to show the data (weekly or monthly).<\/li>
  15. Further, track the data of all the connections from the Line graph.<\/li><\/ol>\n\n\n\n

    INSTALLATION<\/strong><\/h3>\n\n\n\n
    1. Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.<\/li>
    2. Extract the file on your system after the download finishes. You will be able to see a folder named- \u2018pipedrive_odoo_bridge.\u2019<\/strong><\/li>
    3. Copy and paste this folder inside your Odoo Add-Ons path.<\/li>
    4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.<\/li>
    5. Then, open the Apps menu and click on \u2018Update Modules List.\u2019<\/strong><\/li>
    6. In the search bar, remove all the filters and search \u2018pipedrive_odoo_bridge.\u2019<\/strong><\/li>
    7. You will be able to see the module in the search result. Click on \u2018Install<\/strong>\u2019 to install it.<\/li><\/ol>\n\n\n\n

      WORKFLOW CONFIGURATION<\/strong><\/h3>\n\n\n\n

      ODOO BACKEND CONFIGURATION<\/strong><\/h4>\n\n\n\n

      1. Firstly, log in to your Odoo backend and then go to \u2018Multi-CRM> Connection> Pipedrive\u2019<\/strong> to view the connection status.<\/p>\n\n\n\n

      \"Configuring<\/a><\/figure>\n\n\n\n

      2. Next, go to general settings to configure the \u2018API Limit, Color, Auto-Evaluate, and Default Sales Person\u2019<\/strong> settings.<\/p>\n\n\n\n

      \"Configuring<\/a><\/figure>\n\n\n\n

      3. After that, move to the next tab where you will see all the \u2018States.\u2019<\/strong> Here you will see all the pipeline states fetched from Pipedrive. <\/p>\n\n\n\n

      \"Configuring<\/a><\/figure>\n\n\n\n

      4. The last tab is \u2018Scheduler,\u2019<\/strong> where you can find the options that let you fetch data from Pipedrive to Odoo.<\/p>\n\n\n\n

      \"Configuring<\/a><\/figure>\n\n\n\n

      5. After configuration, click the \u2018Save\u2019<\/strong> button then click the \u2018Import\u2019<\/strong> button for importing data. <\/p>\n\n\n\n

      \"Navigating<\/a><\/figure>\n\n\n\n

      6. In the popup that appears on your screen, select the \u2018Pipedrive Filter and Object,\u2019<\/strong> and after selection click the \u2018Import\u2019<\/strong> button.<\/p>\n\n\n\n

      \"Selecting<\/a><\/figure>\n\n\n\n

      7. Next, go to the \u2018Multi-CRM\u2019<\/strong> dashboard, click on \u2018Mapping\u2019<\/strong> and open any of the mappings.<\/p>\n\n\n\n

      \"Navigating<\/a><\/figure>\n\n\n\n

      8. On clicking \u2018Mappings> Company,\u2019<\/strong> you can view all the mappings, and click a particular mapping to view its details.<\/p>\n\n\n\n

      \"Viewing<\/a><\/figure>\n\n\n\n
      \"Viewing<\/a><\/figure>\n\n\n\n

      9. Similarly, on clicking \u2018Mapping>Contact,\u2019<\/strong> you can view all the mapped contact and view their details by opening them.<\/p>\n\n\n\n

      \"Viewing<\/a><\/figure>\n\n\n\n

      PIPEDRIVE CONFIGURATION<\/strong><\/h4>\n\n\n\n

      10. On the Pipedrive CRM, you can view all the stages and leads, and finalize deals on the dashboard.<\/p>\n\n\n\n

      \"Pipedrive<\/a><\/figure>\n\n\n\n

      11. Additionally, from the menu you can view \u2018Contact>People\/Organization.\u2019<\/strong><\/p>\n\n\n\n

      \"Pipedrive<\/a><\/figure>\n\n\n\n
      \"Pipedrive<\/a><\/figure>\n\n\n\n

      12. In the Pipedrive, go to \u2018Settings> Personal Preferences>API\u2019<\/strong> to copy and link it to Odoo.<\/p>\n\n\n\n

      \"Locatin<\/a><\/figure>\n\n\n\n

      13. Your Pipedrive is connected and configured to Odoo. Now, use it as per your need.<\/p>\n\n\n\n

      OTHER ODOO MODULES<\/strong><\/h3>\n\n\n\n