Intent of the article:
In this article, you will learn the advantages of using the native integration of Salesgear + Pipedrive.
What can you achieve by integrating Pipedrive CRM and Salesgear?
Salesgear + Pipedrive CRM is a 2-way integration with which you can sync data on both the platforms simultaneously. Meaning - you can update data from Salesgear to Pipedrive CRM and vice versa without any third party platforms.
Polling
The polling feature automatically imports people from a filter in Pipedrive CRM to Salesgear based on the specified timeline.
This means that whenever there is a person added to the filter in Pipedrive, it will be automatically imported into Salesgear.
This saves you a lot of time, your productivity isn’t ruined, and reduces manual errors. Instead of manually updating two different systems, you can continue to focus on other significant tasks like closing deals.
Update contacts
You can also update the existing contacts in Salesgear automatically if there’s a change in Pipedrive CRM.
Mapping of data between Salesgear & Pipedrive CRM
Mapping is finding a match between the fields in Pipedrive CRM and Salesgear. Meaning - you can match your fields in Pipedrive CRM with any of the fields in Salesgear. This is how the values between the two systems are synchronized.
Sync Direction -
The sync direction allows you to choose the path of Salesgear and Pipedrive synchronization. There are three options provided here -
Inbound → syncs data only from Pipedrive CRM to Salesgear. Any changes to your leads/ contacts fields in Pipedrive will be reflected in Salesgear.
Outbound → syncs data only from Salesgear to Pipedrive CRM. Any updates in Salesgear contact fields will be reflected in Pipedrive CRM.
Both directions → sync data simultaneously on both systems.