How to Two-Way Sync Contacts Between Deal Cloud and Pipedrive

This comprehensive article will outline how to two-way sync contacts between Deal Cloud and Pipedrive.

Pipedrive is renowned for its intuitive and user-friendly sales CRM software, designed to help sales teams manage leads and close deals more effectively. By integrating these platforms and syncing contacts bidirectionally, businesses can seamlessly bridge the gap between their deal management and sales activities. Organizations can ensure that their sales teams have access to up-to-date client information from Deal Cloud while leveraging Pipedrive’s sales CRM functionalities to manage and prioritize their leads effectively.

Thanks to this Two-way sync feature, you can: 

  • Two-way sync Deal Cloud contacts with Pipedrive.
  • Update contacts simultaneously across the two platforms
  • Without producing duplicates, CiraHub effortlessly syncs and moves data from Deal Cloud to Pipedrive.

  This article will show you how to enable a two-way contact sync between Deal Cloud and Pipedrive.

Set Up a Two-Way Contact Sync Between Deal Cloud and Pipedrive

1. Log in to CiraHub. It will take you to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example, the “Contacts” object has been selected. Hub and Spoke Setup

2. Next, start the Hub and Spoke setup. Click on “CRMs” as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)

 

3. Select Deal Cloud as the contact spoke type.

4. Type in Deal Cloud API Access information to sync its account data to CiraHub.

5. Type in a Spoke name and click Create.

6. Select the option to add an Additional Spoke.

Step 2: Create a Spoke for Pipedrive

7. Click on “CRMs” as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.) Select Source Type of Contact Spoke

8. Next, select Pipedrive as the source type for your contact spoke. 

Select Pipedrive

9. Sign in with Pipedrive to add your account to the Hub, or select an existing Pipedrive account.

Pipedrive Sign in

10. If you selected “Sign in with Pipedrive”, you’ll be prompted to this screen to enter your Pipedrive username and password.Pipedrive Log in

11. Click Allow and Install to enable CiraHub’s Multi-way Sync with the attached Pipedrive Account. Pipedrive connector

12. Type in a Spoke Name and click Next.

Pipedrive Add Spoke Name

13. Next, type in the Hub Name and click Create. 

Pipedrive Add Hub name

14. Next, right-click your spoke, and select “Sync Options”. From there, you will be taken to a new window; click the box which says, “Allow Hub to create and sync items in this spoke.” This will enable 2-way synchronization between the Hub and your spoke. 

Pipedrive Sync Options

15. Click on “Allow Hub to create and sync items in this spoke”. This will enable two-way synchronization from the endpoint to the hub database and back. Select Categorize Data in Spoke if you would like to filter out which items you would like to sync. 

Pipedrive Allow Hub to Sync

16. Click the Advanced tab to set up contact filtering for Pipedrive. This would enable a user to two-way sync Procore with Pipedrive and create Hub items based on specific criteria. Hubspot Advanced

17. Click on “Sync now” to two-way sync contacts between Deal Cloud and Pipedrive. You can also edit synchronization options for each of your spokes below. Pipedrive Sync Now

Conclusion

The steps above have described how to two-way sync iCloud and Pipedrive Contacts with CiraHub. CiraHub’s software makes it easy for anyone to quickly set up a multi-way CRM sync and more (i.e contact and calendar sync) for their company. Start your CiraHub trial today!

How Would Your Business Change if You Could Two-Way Sync Contacts Between Your CRMs, Google, and Microsoft Apps!

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jon-harris

Jon Harris is a Technical writer with experience working for cybersecurity and tech related companies. He has a bachelor's degree in computer science and likes to read, hike, and fish in his spare time. He began his career in computer science before pursuing a career as a writer, and editor.