Sync Woodpecker with Pipedrive (via PieSync)

This step-by-step guide will show you how to configure a sync task on PieSync that will be synchronizing your databases between Woodpecker and Pipedrive.

1. Select your apps

In PieSync, click "Connections" (bar on the right), and then click the blue button "Add a New Connection".

Add a New Connection

Select Woodpecker, and then Pipedrive from the app list in PieSync.

Find and select the apps
 
  1. Type in part of the name in search until you see the app in the list.
  2. Click the app in the list to select it.

2. Grant access

2.1. Grab the API key from Woodpecker

API key in Woodpecker
 
  1. Click "Settings" from the dropdown menu in the upper right corner.
  2. Click the "API Keys" tab.
  3. Click the green "Create a Key" button.
  4. Click the API key and copy it to use in PieSync (see below, 2.3.).

2.2. Get the API key from Pipedrive

API key in Pipedrive
 
  1. Click "Settings" from the dropdown menu in the upper right corner.
  2. Click "API" in the second column on the left.
  3. Select your API key, and copy it to use in PieSync (see below).

2.3. Add both API keys to PieSync

Add API keys to PieSync
 

To authorize an app, click the authorize button below it, and paste its API key into the dialog box, then click "Next".

When that's done, click "Configure the sync between Pipedrive and Woodpecker".

3. Configure your sync

Here's where you can configure the sync, setting up specific tasks for PieSync.

3.1. Choose sync type

Choose if you'd like to sync the data in your apps both ways, or if you'd like to only sync it from one to the other.

Choose sync type

3.2. Add filters (IF) and actions (THEN)

Remember that the extra filters and actions are optional, and should correspond to your specific needs (if any) for syncing data.

Add filters to have the sync fire when specified conditions are fulfilled.

For example, select has no Deals to only sync prospects with no deals in Pipedrive.

Add actions to have PieSync perform additional tasks when syncing.

For example, add Tag, and type in the tag that should be added (like "New") for the newly synced prospects in Woodpecker.

Next, you can add similar filters and actions for syncing from Woodpecker to Pipedrive right below.

Add filters and actions
 

Use PieSync's simple interface to set up the filters and actions you need.

Example config (click to expand/collapse)

In the screenshot below, you can view a sync task that's been set up to do the following:

  1. Sync contacts from Pipedrive to Woodpecker, for contacts that have no Deals, and have Active? set to off in Pipedrive. The tag #New will be added to these contacts in Woodpecker.
  2. Sync contacts from Woodpecker to Pipedrive, for contacts that have Replied in Woodpecker. The app will also update Active?, switching it to on for these contacts in Pipedrive.
Example sync
 

A ready-to-use sync between Woodpecker and Pipedrive, with custom filters and actions.

3.3. Choose data merge preferences (Connection Settings)

When setting up a two-way sync, it’s very important to decide which application takes precedence when PieSync finds differences in data.

For example, if the phone number for a company in Pipedrive is 12345, but it's 13335 for the same company in Woodpecker, one "version" will have to overwrite the other.

You need to decide which app will "know best" and have the correct data, when such differeces are detected.

Overwrite settings
 
  • If Woodpecker “wins”, it will overwrite conflicting data in Pipedrive.
  • If Pipedrive “wins”, it will overwrite conflicting data in Woodpecker.

3.4. Add custom field mappings (optional)

Surprise: the default field mappings are already configured by PieSync. For example, Organization Name (in Pipedrive) is mapped to Company Name (in Woodpecker).

You can set up additional, custom mappings for other fields by clicking "Add field mapping" right below, and selecting the fields from both apps.

Field mappings
 

You can add custom mappings by clicking "Add field mapping".

4. Finalize setup and start the sync

Click "Start syncing now!" to finalize the setup and start the sync task.

Start syncing now

You can review and change any of the above settings at any time, by editing your sync task in PieSync.

Find out more on PieSync.com

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