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How do I configure the Sync settings of Pipedrive and Vtiger CRM?

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You can configure the sync settings between the two CRMs and control the sync of individual modules, sync directions, data priority in case of conflicts, etc.
Sync settings allow you to configure the following:
  • Pre sync settings
  • System Settings
  • Settings for individual modules
Follow these steps to configure Sync settings:
  1. Log in to your CRM account. 
  2. Click the Main Menu.
  3. Select a module such as Contacts, Deals or Organizations. The List View of the selected module appears.
  4. Click Sync on the top right corner of the screen. The Sync popup appears.
  5. Click the Sync log button beside the Pipedrive application. The Sync Log window opens.
  6. Click Sync Settings on the top right corner of the screen. The Sync settings window appears.
  7. Enter or select information for the following fields:
    1. Pre-Sync Settings.
      1. Sync Records From: Select a time frame from the drop-down to sync the data.
      2. Base URL input: Copy and paste the base URL of the built application. For example, (BUILT_APP_NAME.pipedrive.com).
      3. Click Save. System and individual module settings appear.
    2. System Settings.
      1. Debug Mode: Click the checkbox to enable the Debug mode.
      2. Background Sync Frequency: Select a time (in hours) from the drop-down for the synchronization to repeat.
      3. Conflict Resolution: Select a CRM from the drop-down to override data from the other CRM in case of conflicts.
    3. Settings for individual modules.
      1. Sync Direction: Select the direction of synchronization from the drop-down.
      2. Enable Module Sync: Toggle the switch to green to enable synchronization of the respective module.
      3. Field Mapping: Configure the field mapping as per the requirement. (Check out field mapping in detail in the next section).
  1. Click Save.
  1. Click Sync Now on the top right corner of the screen. The sync log appears with all the record information synced between Vtiger and Pipedrive.
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