What is Configuration🔧 & Mapping🗺️?
Configuration🔧 involves specifying the settings, options, or parameters to tailor the system to meet specific requirements. This may include setting up Saleshandy default fields.
Mapping🗺️involves defining how data from one system should be mapped or transferred to specific fields in another system. This ensures that data is accurately and appropriately transferred or synchronized between systems, preserving the integrity and consistency of information.
In summary, Configuration and Mapping fields involve customizing and aligning data elements or fields within a system or between systems to enable smooth operations, data transfer, or integration. We're using this for Saleshandy-Pipedrive Integration.
How to Setup Configuration🔧 & Mapping Fields🗺️?
📺Video Guide
🪜Steps to Follow
Once you've connected your Pipedrive Account now, it's time to Configure your Pipedrive Account.
Click on the top-right corner, and from the drop-down, select Configure.🔧
Once you've configured it, you can now map the fields 🗺️ between Saleshandy & Pipedrive so data synchronizes between both apps accordingly.
Saleshandy fields are the default fields, whereas you can select the Pipedrive fields from the drop-down. And then click on Save.
Mission accomplished; you've successfully configured Pipedrive with Saleshandy. 👏
Now it's time to set the triggers based on what activity you want to set in Pipedrive: Pipedrive: Triggers💡 & Activities🎯
Which Configuration Fields🔧 are available in Saleshandy & What Mapping Fields🗺️ are synced in Pipedrive :
Note: Saleshandy Default Fields can't be changed.
Saleshandy Default Configuration Fields | Pipedrive Default Mapping Fields |
First Name | ID |
Last Name | Name |
Label | |
Phone Number | Phone |
Job Title | |
Industry | Person Created |
Company | Update time |
Company Domain | Organization |
Owner | |
Open Deals | |
Visible to | |
Website | Next Activity Date |
City | Last Activity Date |
State | Won Deals |
Country | Lost Deals |
| Closed Deals |
| Total Activities |
| Done Activities |
| Activities to do |
| Email Messages Count |
| Profile Picture |
| Last email received |
| Last email sent |
| First Name |
| Last Name |
Wishing you a delightful experience! ❤️
Happy Selling. 🤝
Warmest regards,
Saleshandy Team
👉 Next Steps
Check out the below articles If you want to know more about
Collection: Pipedrive
💡 Tip
Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗