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.
  • 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.
Last modified 1mo ago