Is it possible to "synchronize" multiple Pipedrive Company-Accounts?

Janosch Wechsler
Janosch Wechsler Member Posts: 13
First Answer First Comment Photogenic
edited October 2023 in Apps and Integrations #1

To keep it short,

here's our situation:

We are part of a corporate group of 5 companies and were the first of those 5 companies to start switching to Pipedrive a few month ago.

Now the others are following and we'd like to find a solution to the following scenario:

Each of the companies has their own list of clients (Organizations in PD).

We'd like to find a way to synchronize the organizations to see if an organization has already been contacted by one of the other companies.

I already thought about adding custom fields with "Contacted by" and "Contact-Date".

Working with Zapier we could connect to Google Sheets and send all organizations to one sheet.

From there we would synchronize back to the seperate accounts to add the values of those custom fields.

But that's where the problems start...

How would we be able to make sure that the partner that contacted the organization first get's the entry for the custom-fields "Contacted by" and "Contact-Date" without any mixups?

Maybe there's a simpler solution and we didn't look into the API-functions too much yet.


So, if anyone has a similar scenario and was able to find a solution, feel free to share it here - we would appreciate it very much.

Also open to any other suggestions that might help us.

Comments

  • Pipedrive User 164
    Pipedrive User 164 Member Posts: 171
    First Anniversary 5 Up Votes First Comment 5 Likes

    I think I would first look at setting each of the 5 companies up in a single pipedrive account as a separate "Team." All 5 companies would have access to the same records assuming all 5 would want and need that access. That way all activity from everyone would be tracked in a single record. What you describe above sounds pretty messy. Another option would be kinda like you suggest by updating a spreadsheet using Zapier but instead of further updating each pipedrive database the salespeople from the different companies would just search the sahred spreadsheet to reference the contact history.

  • Janosch Wechsler
    Janosch Wechsler Member Posts: 13
    First Answer First Comment Photogenic

    Thank you for your answer.

    Setting up all 5 companies in one account is unfortunately no option here - they need to be separated.

    You're right, whatever solution we will end up with, will be kind of messy.

    Searching an external spreadsheet is also not an option, we somehow have to get the information back to all the accounts.

    We wouldn't mind a solution involving the API-endpoints - we have some capable people here - but we would need to know if what we want is even possible, before we start with programming.

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211
    First Answer 5 Likes First Comment First Anniversary

    @Janosch Wechsler this is an interesting case, I love it!

    I think the custom field idea is a good one. You could do the "Contacted By" and "Contact Date". "Contacted By" could have the name of the company that did the contact, which I think would solve -- How would we be able to make sure that the partner that contacted the organization first get's the entry for the custom-fields "Contacted by" and "Contact-Date" without any mixups?

    In your lookup sheet you'd basically want the following columns:

    1. Org Name (hopefully the same in all 5 databases.... better yet, have a custom field, something like "Internal ID" and have this be the same in each Pipedrive on the same org)
    2. Company 1 ID (this would be the Org ID randomly assigned by Pipedrive)
    3. Company 2 ID (see 2)
    4. Company 3 ID
    5. Company 4 ID
    6. Company 5 ID

    Then, you'd want a zap for each Pipedrive account. For example:

    • When a deal is created for Org X in Company 1
    • Find the row of data in the Google sheet (using the Org Name / Internal ID OR Pipedrive Assigned Org ID; column 1 or 2)
    • Update the Org in Pipedrive Account 1
    • Update the Org in Pipedrive Account 2
    • Update the Org in Pipedrive Account 3
    • Update the Org in Pipedrive Account 4
    • Update the Org in Pipedrive Account 5

    Create the above automation and then you can duplicate it for each Pipedrive account changing steps 1 and 2 as needed.

    If you would like additional support, feel free to reach out.

    - Liz

    Schedule a Working Session | Pipedrive for Beginners | Pipedrive Integrations

  • Janosch Wechsler
    Janosch Wechsler Member Posts: 13
    First Answer First Comment Photogenic

    Thank you very much Liz,

    this seems like a reasonable solution and we'll try it out soon.