We are Staffing Agency using Pipedrive to keep track of our sales i.e taking in Talent Demand (Deals), finding matching Talents (Products) for them and making an Offer. We are planning to add more functionality to our WordPress site which should be integrated with our PD account:
- Customers to sign up and add Demand (Deal) to our system.
- Talents to sign up.
- Talent to update his/her Info (Product).
- Both Talents and Customers should be able to see list and detail views of Demands(Deals) and Talents(Products) respectively.
- Finally for our own Personnel there should be function to see how Talents match with the Demand’s Requirements (matchingpoints algorithm) and Choose the best matching Talent for the job (Deal).
How would you implement these new functions? What would be the best architecture? How and where to implement UI and logic? Prefilled forms from PD data on WordPress page updating PD data? Does it help to keep a copy of data in WordPress’s MySQL? How to authenticate new users in new functions?
Any suggestions / concerns? Thank you in advance.