About this Product
CooSync, an innovative proprietary product meticulously crafted by Cooface, stands as the pinnacle solution for data synchronization between your website and Customer Relationship Management software (CRM). Our commitment is to empower you by seamlessly connecting these crucial elements of your digital infrastructure.
With CooSync, our goal is to unlock the full potential of your valuable customer data. This cutting-edge solution facilitates the smooth, bidirectional flow of information, ensuring that your CRM is always up-to-date with the latest data from your website, and vice versa.
What sets CooSync apart is not only its functionality but also its dedication to data security. We understand the importance of safeguarding your customer information. Therefore, CooSync is designed to keep all synchronized data within the confines of your pre-existing digital ecosystem. This ensures that your valuable data remains safe, secure, and completely under your control.
Experience the seamless synergy between your website and CRM with CooSync, a testament to Cooface’s commitment to innovation, data integrity, and the empowerment of your business processes. Elevate your data synchronization experience with us.
This plugin allows you to seamlessly connect your WordPress website with your Pipedrive CRM. You can automatically sync form submissions, manage leads, and track contacts directly from WordPress to your Pipedrive account.
The plugin is compatible with most Pipedrive editions, including Advanced, Professional, and Power. However, some features may require higher editions or specific Pipedrive licenses.
Basic knowledge of WordPress and Pipedrive is helpful, but the plugin is designed to be user-friendly with a straightforward setup process. Advanced features may require some familiarity with Pipedrive configuration.
• Automatic lead syncing from WordPress forms to Pipedrive.
• Map custom fields from WordPress forms to Pipedrive.
• Real-time updates between your WordPress website and Pipedrive CRM.
• Create and manage deals, contacts, and activities directly from WordPress.
During setup, the plugin will ask for your Pipedrive API key. You can find this key in your Pipedrive account under Settings > Personal Preferences > API. Paste the API key into the plugin to establish a secure connection.
Yes, the plugin allows you to map custom fields from your WordPress forms to corresponding fields in Pipedrive. This helps you maintain detailed records for your leads and contacts.
If there is a temporary issue connecting to Pipedrive, the plugin will store the lead information locally. Once the connection is restored, the data will automatically sync with your Pipedrive account.
Yes, you can configure the plugin to create new deals in Pipedrive when specific forms are submitted. You can also map form fields to Pipedrive deal fields, making it easy to manage your sales pipeline.
There is no limitation on the number of form submissions you can sync with Pipedrive. Ensure form submissions create users in WordPress and they’ll automatically be sent to Pipedrive. However, Pipedrive’s API has rate limits, so if you have a large volume of submissions, they will be synced in batches.
Currently, the plugin only supports one Pipedrive account at a time. If you need to manage multiple accounts, you would need to switch the API key in the settings or use a multisite setup.
• Ensure your API key is correct.
• Check your Pipedrive API rate limits.
• Enable CooSync debug logging.
• Check for plugin conflicts with other installed WordPress plugins.
Yes, the plugin does not store any sensitive data on your WordPress site. All data is securely transferred to your Pipedrive account, ensuring compliance with GDPR and other data protection regulations.
You can get support via our support portal, available in your WordPress dashboard under the plugin settings. You can also access documentation and troubleshooting guides on our website.
Yes, the plugin supports real-time data sync, ensuring that contacts, orders, and other data are instantly available in your Pipedrive account.
The plugin can be updated through the WordPress dashboard like any other plugin. Regular updates ensure compatibility with the latest versions of WordPress and Pipedrive, as well as access to new features.
Yes, it’s recommended to use the plugin in a staging environment before deploying it on your live site. This allows you to test the integration and ensure it works smoothly without affecting your live data.
Refund policies depend on the purchase platform. Please review the terms and conditions on the official website or the marketplace where you purchased the plugin for specific refund details.