---
title: 'Comarch ERP Optima + Pipedrive'
url: 'https://www.staging38.commercient.com/product/comarch-erp-optima-pipedrive/'
date: '2026-06-19T10:04:22-04:00'
modified: '2026-06-19T10:04:22-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Comarch ERP Optima to Pipedrive, giving your team access to Comarch ERP Optima data directly within Pipedrive. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Comarch ERP Optima and Pipedrive, giving sales teams access to ERP customer, order, invoice and inventory data from inside Pipedrive. With accurate ERP data in Pipedrive, reps spend less time locating account details and more time managing customer relationships.

## What syncs

- Sync Comarch ERP Optima Payments to Pipedrive Account Records
- Access Comarch ERP Optima Price Lists from Pipedrive
- Sync Comarch ERP Optima Credit Notes to Pipedrive
- Import Pipedrive Persons as Comarch ERP Optima Customer Contacts
- Connect Comarch ERP Optima Quotes to Pipedrive Deals
- Sync Comarch ERP Optima Customers to Pipedrive Organizations

## Why Commercient

### Territory and region alignment

Sync Comarch ERP Optima customer region and territory data to Pipedrive so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

### Customer contact sync

Sync Comarch ERP Optima Contacts to Pipedrive Persons so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

### Customer account visibility

Connect Comarch ERP Optima Customers to Pipedrive Organizations and Persons so sales teams can view ERP customer data from inside the CRM and manage relationships with accurate account information.

### Sales order history

Sync Comarch ERP Optima Sales Orders, Invoices and Order History to Pipedrive so sales reps can review order status and customer purchase activity without leaving the CRM.

## About Comarch ERP Optima

Comarch ERP Optima is a business management system for small and mid-size companies in Poland, managing accounting, inventory, sales, HR and CRM functions.

## About Pipedrive

Pipedrive is a sales-focused CRM for small and mid-size sales teams, managing deals, contacts, pipelines, activities and sales reporting.

## Frequently asked questions

### Can Comarch ERP Optima Price Lists sync to Pipedrive for sales quoting?

Yes, Commercient can sync Comarch ERP Optima Price Lists to Pipedrive so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

### Can Commercient support dashboards or reporting from Comarch ERP Optima data in Pipedrive?

Commercient can support surfacing Comarch ERP Optima data inside Pipedrive views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Comarch ERP Optima and Pipedrive integration scoped and implemented?

Commercient scopes each integration project based on the customer's Comarch ERP Optima and Pipedrive configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Comarch ERP Optima Sales Orders history sync to Pipedrive account records?

Yes, Commercient can sync Comarch ERP Optima Sales Orders history to Pipedrive Organizations records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

### What happens if a customer already exists in both Comarch ERP Optima and Pipedrive?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.