This integration allows for the seamless synchronization of CRM data, including companies, contacts, and notes, between Pipedrive and Planhat. Specifically, it syncs "closed won" deals from Pipedrive into Planhat, along with all related company, contact, and note information. The process works by automatically fetching and pushing Companies, Deals (Licenses), Notes (Conversations), and Contacts (End Users) in real-time. Any deals in Pipedrive that are not marked as "closed won" are excluded from this synchronization. Authorized Planhat users can configure the connection by linking their Pipedrive instance, requiring appropriate Pipedrive access permissions.

Features & Benefits

• Bi-directional Sync: Automatically syncs companies, contacts, notes, and "closed won" deals between Pipedrive and Planhat in real-time.
• Data Enrichment: Enriches CRM data by bringing Pipedrive deal information into Planhat for a more comprehensive view.
• Workflow Automation: Automates the transfer of key sales data, reducing manual entry and potential errors.
• Selective Synchronization: Focuses synchronization on "closed won" deals, ensuring Planhat receives only completed sales data.