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