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.
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