Overview
Sync CRM data, including the company, contacts and notes, related to any "closed won" deal bi-directionally between Pipedrive and Planhat.
How it works
Fetch and push Companies, Deals (Licenses), Notes (Conversations) and Contacts (End Users) between Planhat and Pipedrive automatically in real-time. Note that any non-"closed won" deals in Pipedrive and all related CRM data will be ignored.
Configure
Authorized Planhat users can connect their Pipedrive instance to Planhat using the steps detailed in the Integrate tab. For additional context, see our Help Center. Note that you will need to have the requisite access permissions in Pipedrive to initiate the connection.
