If you would prefer to manually create contacts in Pipedrive from Crisp, you can disable the syncronization option in the plugin settings by going to Plugins > Pipedrive > Settings and disable the option Automatically Sync Crisp Contacts. However, if you would only like the plugin to synchronize from Crisp to Pipedrive or Pipedrive to Crisp, you have the options to enable or disable the synchronization options. When a contact is created or updated in Crisp, the contact will also be added/updated in Pipedrive and vice-versa.
The contact synchronization is a two way sync. That's it! You're Pipedrive workspace is now Connected to Crisp! You should now be redirected to Crisp, click "Continue" and then select the website you would like to link Pipedrive to. On the Pipedrive marketplace, click "Install Now" then click "Allow and Install on the following page".
In this article you will find out how the integration works and how to connect your Pipedrive workspace to Crispįirst you will need to go on and then Plugins, and finally search "Pipedrive"Ĭlick on Access Pipedrive Marketplace or head directly to the Crisp app on the Pipedrive marketplace by clicking here. The Pipedrive plugin will allow you to sync your contacts between Pipedrive and Crisp, view deals and activities associated to a person as well as create and update deals directly from Crisp.
0 kommentar(er)
