How do I sync Pipedrive and Vtiger CRM after installing Pipedrive?
Follow these steps to sync data between Pipedrive and Vtiger CRM:- Log in to your CRM account.
- Click the Main Menu.
- Select a module such as Contacts, Deals or Organizations. The List View of the selected module appears.
- Click Sync on the top right corner of the screen. The Sync pop-up appears.
- Click Sign in corresponding to Pipedrive. The Pipedrive sign-in window appears.
- Log in to your Pipedrive account (if requested).
- Click Accept. The OAuth Settings window (Vtiger) opens.
- Note: Open the built Pipedrive application in a different tab and copy the Client ID and Client Secret.
- Enter or select information for the following in the OAuth Settings fields:
- Client ID: Paste the copied Client ID.
- Client Secret: Paste the copied Client Secret.
- Auth URL: Enter the URL (https://oauth.pipedrive.com/oauth/authorize).
- Token URL: Enter the URL (https://oauth.pipedrive.com/oauth/token).
- Scope: Enter the Scope - base,deals:full,contacts:full,users:read
- Click Save. A success message will appear.