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2-way sync of contacts with Pipedrive
2-way sync of contacts with Pipedrive

Steps to enable 2 way contact sync with Pipedrive

Sam From VoiceRules avatar
Written by Sam From VoiceRules
Updated over 6 months ago

VoiceRules – Pipedrive 2-way sync integration syncs your contacts from Pipedrive. Your VoiceRules address book fetches contacts from Pipedrive that carry phone numbers.

However, you can choose an option to have your created and modified contacts in VoiceRules, and update or create contacts on Pipedrive as well.

In order to enable this setting, follow these steps

  • Login to your VoiceRules account and head over to integrations.

  • Click on the configure button next to your integrated Pipedrive account.

  • Head over to the General settings and click on the toggle button next to 2-way sync.

Once you enable this option, the contacts edited in VoiceRules will also update contacts on Pipedrive. Moreover, contacts created in VoiceRules will also create a user in Pipedrive.

Please note that your contacts synced from other services or CRM, will not be added to Pipedrive unless you edit them. VoiceRules in this case only respects your manual addition or updation of contacts. We only update the primary number of a contact in VoiceRules when modified. The primary number is the number via which contact is initially created in VoiceRules.

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