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.
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1. Select your apps
In PieSync, click "Connections" (bar on the right), and then click the blue button "Add a New Connection".
Select Woodpecker, and then Pipedrive from the app list in PieSync.
2. Grant access
2.1. Grab the API key from Woodpecker
2.2. Get the API key from Pipedrive
2.3. Add both API keys to PieSync
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.
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.
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:
- 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.
- 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.
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.
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.
4. Finalize setup and start the sync
Click "Start syncing now!" to finalize the setup and start the sync task.
You can review and change any of the above settings at any time, by editing your sync task in PieSync.