Pipedrive

Pipedrive is a powerful user-friendly CRM system, it gives great capabilities to manage your sales process. Pipedrive CRM and MRPEasy can work seamlessly together so that sales are done in Pipedrive and products are made, booked and shipped in MRPEasy.

When a deal in Pipedrive reaches a specified stage, it will be automatically imported to MRPEasy as a customer order.

Once the customer order is imported to MRPEasy, it is possible to configure the software to move the deal to the next stage in Pipedrive, and also automatically book goods in MRPEasy.

If in MRPEasy the order becomes ready for shipment or is shipped, the corresponding deal in Pipedrive can be automatically moved to next stages, and notes about the events can be added automatically.

Particular actions (stages and notes) are configured during the setup and can be customized later.

Set up

Before configuring the automatic integration between Pipedrive and MRPEasy, please check the following:

  1. Additional feature Products is turned ON in Pipedrive -> Settings -> Features.
  2. If there are products in Pipedrive and stock items in MRPEasy, the Product code of products in Pipedrive need to match the Part number of stock items in MRPEasy.
  3. You are a power user in Pipedrive and can view all deals.

To connect Pipedrive and MRPEasy, please do the following:

  1. go to Pipedrive -> Settings -> Personal -> API and copy the API token;
  2. go to MRPEasy -> Settings -> System settings -> Integration -> Pipedrive and click the button Connect to Pipedrive;
  3. paste the token and click Proceed;
  4. for every pipeline, select which deals to import into MRPEasy;
  5. choose whether to book products in MRPEasy for imported deals immediately or not;
  6. select what to do in Pipedrive with deals which were just imported, or which are ready for shipment, or shipped. The following options are available:
    • move to some other stage;
    • create a note in Pipedrive.

Importing products

Both Pipedrive and MRPEasy allow to export and import products using the CSV file:

  • in Pipedrive, please go to Settings -> Export data or Import data;
  • in MRPEasy, please go to Stock -> Stock items.

Please note that products are matched by Product code in Pipedrive and Part number in MRPEasy.