Pipedrive

Why syncing my Pipedrive to Whaly?

Syncing your Pipedrive account can be useful for various cases:

• Understand who your contacts are

• Analyse your deal pipeline variation on a weekly / monthly basis

• Check the effect of your marketing campaigns on sales

• Build Sales Rep performance dashboards to animate your sales team

• Reconcile your Sales closed amount with the cash that you really collected

• ...

Which Pipedrive data is synced by Whaly?

Whaly 🐳 is currently syncing the following data:

• Person: Persons are your contacts, the customers you are doing Deals with.

• Deal: Deals represent ongoing, lost or won sales to an Organization or to a Person.

• Lead: Leads are potential deals stored in Leads Inbox before they are archived or converted to a deal.

• Pipeline: Represent your sales process(es).

• Stage: Steps in your pipeline that signify to your sales team that an opportunity is moving toward the point of closing.

• Deal Stage History: Deal stage history represent the history of each deal progress towards a lost or won sale.

• Organization: Organizations are companies and other kinds of organizations you are making Deals with.

• User: Users are people with access to your Pipedrive account.

You can find the relationship between all those objects here.