This can happen in many ways depending on the nature of the integration (or syncs). However, one can consider the following checklist to approach it in a step-wise manner.
- Explore the Pipedrive Marketplace Integrations & Workflow Automation
- Self-serve platforms that enable integrate (IPaaS & Workflow Tools)
- Custom integration using API & Webhooks
- IPaaS tools
The Pipedrive Marketplace contains several apps that can already fulfill your integration needs. It is recommended to check it before exploring custom integration options. Pipedrive also offers a workflow automation feature which offers limited sync with products such as MS Teams, Trello & Slack.
You can always model your custom integration with the help of self-serve integration platforms such as
Some of these products are also automation tools and are well-suited for event-driven integrations.
Pipedrive REST APIs and Webhooks are key enablers for custom integrations. A middleware can be used to sync based on webhook notifications or perform full-syncs (subject to pagination and rate-limit considerations). Serverless apps built on top of cloud providers are also a good fit for event-driven integrations (using AWS Lambda, Google Cloud Function, etc)
If the above options do not fulfill your integration needs, you can always consider using dedicated IPaaS tools. A list of products that come under this category includes
It is important to note that there are many products in the market that can solve your challenges and the list shown above is only a suggestion. It is recommended to choose the option that best solves your challenge.