Visualizing ERP data within Pipedrive for sales people

RvH-Euromex
RvH-Euromex Member Posts: 6 NEW MEMBER
First Comment Photogenic
edited May 5 in Apps and Integrations #1

Is there a way to have ERP data such as order lines and stock levels across respectively the companies and product database since sales people are not supposed to have (costly) access to the ERP system (and safety). We can export order lines per customer and stock levels periodically and have them uploaded. Can the upload be automated ?

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Answers

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,463 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers
    #2

    Hi @RvH-Euromex this might be possible if your ERP system allows API access. For example, you can look into creating an automation that updates your contacts in Pipedrive with information pulled from the ERP. Such as updating custom fields or creating a new note in the contact in Pipedrive with order line and stock level information from your ERP.

  • RvH-Euromex
    RvH-Euromex Member Posts: 6 NEW MEMBER
    First Comment Photogenic
    #3

    For each company there are many lines with fields such as order ref, product, price, qty etc. These should be visualized in a kind of (custom/ table to create) ? Not sure if that's possible under Company ?
    Stock levels can be stored in a custom field in Products. That should work with an API.

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