If you use Pipedrive as your CRM, you can connect it with Onro to automatically keep your customer data in sync. This article walks you through how the integration works and how to set it up.
What the integration does
Before diving into the integration, it’s important to take a step back and understand what it does.
This is a one-way integration, meaning data is synced from Onro to Pipedrive only, not the other way around. Once the integration is set up, every new customer created in the system is automatically synced to Pipedrive.
Before any record gets synced, the system checks for existing matches to prevent duplicate records from being created.
Individual Customers
Individual customers are created as Persons in Pipedrive, and you can find them under the People tab.
All the customer info, including name, phone, and email, gets recorded.
Business Customers
Business customers are created as Organizations, with their contact information added as a linked Person.
For example, if a business like Starbucks registers with a contact person named James Shepherd, the system will create an organization called “Starbucks” in Pipedrive and also create a person record for James. The person will then be linked to the Starbucks organization as its contact.
Prerequisites
You must already have a Pipedrive account and have completed the initial setup before you can connect it to the system.
How to set it up
To connect to Pipedrive, follow the path below:
Admin Center -> Settings -> Integration -> CRM
Here you can see all the avaliable crm options. Click on Pipedrive to go to the integration page.
Now, all you need to do is click the Connect button. You’ll be redirected to the authorization page, where you’ll be asked to allow the authorization to continue.
Click Allow and Install to complete the setup. After that, you’ll be redirected back to the previous page, and the status should change from Disconnected to Connected.
How to Handle Existing Records
Since only new customers are synced with Pipedrive, your existing customer data will remain unsynced. However, you can still export your customer data and import it into Pipedrive manually.
Export customers
To export your customer list and import it into Pipedrive, follow the path below:
Admin Center → Customers
Filter the list by the date range (select the range before the integration).
Then, click the Export button and select Generate all pages CSV to export the data.
You’ll need to create two separate exports:
Filter customers by type and select Individual
Then change the filter to Business customers
Now that you have your CSV files, open your Pipedrive dashboard, navigate to the Contacts from the menu, and select People or Organization.
At the top right corner, click on the ... button and select the Import data option.
For importing business customers, select Organizations, and for individual customers, select People.
Click Next, then on the next page, upload your CSV file.
Continue clicking Next through the steps, and finally select Start import to complete the process.