Bitrix24 Integrations の Pipedrive migration

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Import and export
Pipedrive migration

評価

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インストール数

3159
開発者

Bitrix24 Integrations

説明

Now you can migrate your CRM data from Pipedrive to Bitrix24.

You can transfer the following entities to Bitrix24:

Users
Organizations
Persons
Currencies
Deals
Leads
Activities
Notes
Pipelines
Products
Stages

Set up the preferences and start import. All your Pipedrive entity fields will be saved in Bitrix24. The import progress can be seen on the import page. You will receive the information about the current import status via Bitrix24 notifications and email after the import of each entity is completed. The import progress will be run in the background and may take a significant amount of time.

Note: the app does not filter duplicated and is designed to migrate data to a new Bitrix24 instance. If you need to start a new import from the same Pipedrive account, make sure to purge imported CRM data beforehand.

Learn more

インストール手順

テクニカルサポート

データのセキュリティ

追加日: 11/08/2017

テクニカルサポート

If you are facing an issue or would like to receive some more information about the app, kindly contact Bitrix24 support. Our dedicated Integrations support team will be delighted to assist you and provide guidance on any inquiries you may have regarding the app.

インストール手順

Complete standard installation from Bitrix24.Market and proceed with the following steps:

Make sure API is enabled in your Pipedrive account.
Enter API token. You can get the API token manually from the Pipedrive web app by going to account name (on the top right) > Company settings > Personal preferences > API or clicking here
Start import. Data import will begin if all parameters are entered correctly.

データのセキュリティ

深入瞭解

Pipedrive migration

このアプリは以下のデータへのアクセス権限を要求します:

CRM

full access: view, create, edit and delete leads, contacts, companies, deals, invoices, quotes, activities, user fields etc.

タスク

full access: view, create, edit and delete tasks, check lists, comments, files, dependencies, costs; view, create, edit and delete stages

ユーザー

full access: view, create, edit and delete users

企業構成

full access: view, create, edit and delete departments

社内掲示板

full access: add, edit and delete Feed posts, comments and recipients

チャットと通知

full access: view, create, edit and delete chats and messages; connect users to chats; edit chats; read all chat messages

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