This workflow keeps your Pipedrive CRM and MySQL database in perfect sync. It ensures that contacts created or updated in either system are automatically reflected in the other. With scheduled checks, it compares datasets, identifies changes, and updates records accordingly—removing the need for manual synchronization and preventing data inconsistencies.
Ideal for businesses that maintain customer records in both CRM and internal databases, this automation ensures your teams always work with the most up-to-date information.
Features
- 🔄 Two-Way Sync: Ensures consistency between Pipedrive contacts and MySQL contact table.
- ⏰ Scheduled Trigger: Runs on a defined interval to keep systems in sync automatically.
- 📊 Dataset Comparison: Uses email as a unique identifier to match records between both systems.
- ➕ Create Records:
- New MySQL contacts → Added to Pipedrive.
- New Pipedrive contacts → Inserted into MySQL.
- ✏️ Update Records:
- Detects changes in name or phone number.
- Updates the system that has outdated data.
- 📅 Timestamp Validation: Compares
updated_on(MySQL) andupdate_time(Pipedrive) to ensure the latest version overwrites older data. - ⚡ Error Reduction: Minimizes manual data entry errors and ensures sales + operations teams share the same contact information.
