Pipedrive CRM Connector

Name: Pipedrive CRM Connector
Brand: ECOSIRE
SKU: pipedrive-crm-connector

主な機能

Pipedrive REST API authentication via API token, with connection test and per-account configuration stored securely on an Odoo settings model

One-time bulk import of Deals, Persons, Organizations, Activities and Notes into native crm.lead and res.partner records

Configurable pipeline-to-crm.team and stage-to-crm.stage mapping so your Pipedrive funnel structure is reproduced faithfully in Odoo CRM

Custom-field mapping layer that translates Pipedrive deal/person/org custom fields to the matching Odoo fields (or auto-created fields where none exist)

Contact de-duplication against existing res.partner records by email, phone and name before insert to avoid duplicate customers

Deal fidelity: expected revenue, probability, owner (res.users), currency, won/lost state and close date preserved on each imported crm.lead

One-way or bi-directional sync modes selectable per object type during your cutover window

Scheduled sync via Odoo ir.cron with a configurable cadence (e.g. every 15 minutes, hourly, nightly) — no manual re-imports

Dynamic sync dashboard built in OWL/QWeb showing record counts, last-run time, error rows and mapping coverage

Full run logging with per-record error capture and one-click retry so failed API rows are visible and recoverable, not silent

Owner/user mapping between Pipedrive users and Odoo res.users so ownership and activity assignment carry over

Activity and note migration attached to the correct lead/partner as Odoo mail.message / mail.activity records

Incremental sync using Pipedrive update timestamps so each run only pulls changed records (rate-limit friendly)

Security via ir.model.access.csv plus record rules — only designated sales admins can edit mappings or trigger syncs

Optional automated action to notify a channel or user when a sync run reports errors above a threshold

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

ご注文

一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

構築とインストール

ECOSIRE がお客様の Odoo 上で構築・設定・インストールします。

本番稼働 + サポート

約2〜4週間で稼働し、リリース後のサポート期間が付きます。

この製品について

Switching from Pipedrive to Odoo should not mean losing a decade of sales history in a CSV export. The Pipedrive CRM Connector is a build-to-order Odoo module that ECOSIRE designs, builds, installs and supports for your database — it maps your Pipedrive pipelines, stages, deals, persons and organizations onto Odoo's native crm.lead, res.partner and crm.stage models so your team lands in Odoo with everything intact and stays in sync during the transition.

This is not an off-the-shelf apps.odoo.com download. There is no instant-download ZIP. After purchase, ECOSIRE scopes your Pipedrive account structure (custom fields, pipelines, deal fields, activity types), then delivers a tailored Odoo module against your exact configuration with a typical 2–4 week lead time.

Under the hood, the connector authenticates to the Pipedrive REST API using your API token and pulls Deals, Persons, Organizations, Activities and Notes. A configurable mapping layer — stored on Odoo models with an ir.model.access.csv and record rules so only your sales admins can touch it — translates each Pipedrive stage to an Odoo crm.stage, each pipeline to a crm.team, and each custom field to the corresponding Odoo field. Deals become crm.lead records with expected revenue, probability, owner and won/lost state preserved. Persons and organizations are de-duplicated against existing res.partner records before insert, so you don't end up with two of every contact.

Beyond the one-time import, the module ships an ongoing sync engine driven by an Odoo scheduled action (ir.cron). During your cutover window you can run bi-directional or one-way sync on a cadence you choose — every 15 minutes, hourly, nightly — so deals created in Pipedrive by reps who haven't switched yet still flow into Odoo. A dynamic sync dashboard, built as an Odoo OWL/QWeb view, shows record counts, last-run timestamps, error rows and field-mapping status at a glance, and every run is logged so a failed API call is visible and retryable rather than silent.

Because it is a proper Odoo module — a versioned __manifest__.py, ORM models with @api.depends computed fields, XML/OWL views, security rules and cron definitions — it upgrades cleanly with your database and works across Odoo 17, 18 and 19, Community or Enterprise. ECOSIRE hands over the source, the configuration, documentation and a support window, and can operate the sync alongside your team through go-live.

得られるもの

The complete Odoo module source (models, views, security, cron, mapping engine) packaged with a versioned __manifest__.py, installed on your Odoo 17, 18 or 19 database

A field-mapping configuration built against your actual Pipedrive account — your pipelines, stages, custom fields and users mapped one-to-one

Executed one-time historical import of your Pipedrive deals, persons, organizations, activities and notes, with a reconciliation count report

Configured ir.cron schedule for ongoing sync during your cutover, tuned to your chosen cadence and sync direction

Administrator and end-user documentation covering the sync dashboard, mapping screen, re-run/retry, and how to switch off sync at go-live

A live training / handover session for your sales admins and operations team

A defined post-delivery support window for bug fixes, mapping tweaks and sync monitoring

Deployment notes and the source repository so your team (or ECOSIRE) can maintain and upgrade the module across future Odoo versions

これは誰のためのものですか

Sales Operations Lead running the Pipedrive-to-Odoo migration

Owns the CRM switchover and cannot afford to lose historical deals, notes or contact ownership. Needs a faithful import plus a safety-net sync so nothing falls through the cracks while reps move over in waves.

Sales Manager keeping the team selling during cutover

Wants reps to keep closing in whichever tool they're comfortable with today while pipeline and forecast stay accurate in Odoo. Relies on the sync dashboard to confirm deals and stages match reality across both systems.

Odoo administrator / IT owner

Responsible for a clean, upgradeable Odoo database. Prefers a real versioned module with proper access rules and cron over ad-hoc CSV imports, and needs source and docs to support it long after go-live.

Pipedrive CRM Connector の比較方法

基準	エコシエール	カスタムビルド	競合他社
Preserves Pipedrive stages, custom fields and deal history	Mapped one-to-one to crm.stage, crm.team and Odoo fields at build time	Possible but you scope and build the mapping yourself	Fixed mapping — custom fields often dropped or flattened
Ongoing scheduled sync during cutover	Configurable ir.cron, one-way or bi-directional, incremental	You must design and maintain the cron and delta logic	部分的なサポート
Contact de-duplication against existing res.partner	Matched on email, phone and name before insert	Only if you build the matching logic	部分的なサポート
Sync dashboard with run logs and retry	OWL/QWeb dashboard: counts, last-run, errors, one-click retry	Would need to be built separately	部分的なサポート
Built and configured against your exact Pipedrive account	付属	付属	含まれていない
Installed, validated and supported by the vendor	Install, supervised import, training and a support window included	Your team owns build, testing and support	部分的なサポート
Upgradeable Odoo module (versioned manifest, 17/18/19, CE & EE)	付属	部分的なサポート	部分的なサポート
Time to value	2–4 week build-to-order delivery, then live	Weeks to months of in-house dev	Instant install but manual re-mapping and cleanup

Pipedrive CRM Connector に関するよくある質問

Is this an instant download from the Odoo app store?

No. This is a build-to-order module. There is no instant-download ZIP. After purchase, ECOSIRE scopes your Pipedrive account (pipelines, custom fields, users, activity types), then builds, installs and configures the connector against your exact setup. Typical lead time is 2–4 weeks depending on the complexity of your custom fields and history volume.

How long until it's live and my Pipedrive data is in Odoo?

Most engagements deliver in 2–4 weeks. Roughly: a short scoping call and access setup in week one; module build and mapping against your account in the following weeks; then a supervised one-time import and a validation pass before we enable the scheduled sync. Very large accounts or heavy custom-field mapping can extend this — we confirm the timeline in writing after scoping.

What happens with support and updates after delivery?

Every build includes a defined post-delivery support window for bug fixes, mapping adjustments and sync monitoring. Because it's a proper Odoo module with a versioned __manifest__.py and standard ORM/security/cron patterns, it upgrades cleanly with your database; ECOSIRE can also provide compatibility updates for future Odoo versions and ongoing support under a maintenance arrangement.

Does it work on my version of Odoo, Community or Enterprise?

Yes. The connector is built for Odoo 17, 18 and 19 and works on both Community and Enterprise editions, since it relies on standard CRM models (crm.lead, crm.stage, crm.team, res.partner) that exist in both. We target your specific version at build time.

Will it create duplicate contacts, or overwrite deals I've already got in Odoo?

No. Persons and organizations are de-duplicated against existing res.partner records by email, phone and name before insert. Deals are matched on a Pipedrive reference so re-running a sync updates the same crm.lead rather than creating a second copy. You choose one-way or bi-directional mode per object type, and every run is logged so you can see exactly what changed.

Can it keep syncing while some reps are still using Pipedrive?

Yes — that's the main use case during cutover. A scheduled action (ir.cron) runs on the cadence you pick (for example every 15 minutes or nightly) and pulls changed Pipedrive records incrementally, so deals created by reps who haven't switched still land in Odoo. When your migration is complete, you simply disable the cron and turn off sync from the dashboard.

What do you need from us to build it?

A Pipedrive API token (or admin access to generate one), a list of the pipelines, stages and custom fields you want mapped, your Odoo version and edition, and access to a staging or production database for installation. We handle the mapping design, import and validation from there.