Pipedrive migration par Bitrix24 Integrations

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Import and export
Pipedrive migration

Évaluation

Aucune évaluation
Installations

2927
Développeur

Bitrix24 Integrations

Description

Now you can migrate your CRM data from Pipedrive to Bitrix24.

You can transfer the following entities to Bitrix24:

Users
Organizations
Persons
Currencies
Deals
Leads
Activities
Notes
Pipelines
Products
Stages

Set up the preferences and start import. All your Pipedrive entity fields will be saved in Bitrix24. The import progress can be seen on the import page. You will receive the information about the current import status via Bitrix24 notifications and email after the import of each entity is completed. The import progress will be run in the background and may take a significant amount of time.

Note: the app does not filter duplicated and is designed to migrate data to a new Bitrix24 instance. If you need to start a new import from the same Pipedrive account, make sure to purge imported CRM data beforehand.

Learn more

Instructions d'installation

Assistance technique

Sécurité des données

Ajouté : 08.11.2017

Assistance technique

If you are facing an issue or would like to receive some more information about the app, kindly contact Bitrix24 support. Our dedicated Integrations support team will be delighted to assist you and provide guidance on any inquiries you may have regarding the app.

Instructions d'installation

Complete standard installation from Bitrix24.Market and proceed with the following steps:

Make sure API is enabled in your Pipedrive account.
Enter API token. You can get the API token manually from the Pipedrive web app by going to account name (on the top right) > Company settings > Personal preferences > API or clicking here
Start import. Data import will begin if all parameters are entered correctly.

Sécurité des données

Pipedrive migration

L'application demande des autorisations pour accéder aux données :

CRM

accès complet : afficher, créer, modifier et supprimer des prospects, contacts, entreprises, offres, factures, devis, activités, champs d'utilisateurs, etc.

Tâches

accès complet : visualiser, créer, modifier et supprimer des tâches, listes de contrôle, commentaires, fichiers, dépendances, coûts ; visualiser, créer, modifier et supprimer des étapes

Actualités

accès complet : ajouter, modifier et supprimer des publications du fil d'actualités, des commentaires et des destinataires

Utilisateurs

accès complet : visualiser, créer, modifier et supprimer des utilisateurs

Chat et Notifications

accès complet : afficher, créer, modifier et supprimer les conversations et messages ; connecter les utilisateurs aux chats ; modifier les chats ; lire tous les messages de chat

Structure de l'entreprise

accès complet : visualiser, créer, modifier et supprimer des services

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