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Pipedrive: Configuration🔧 & Mapping Fields🗺️
Pipedrive: Configuration🔧 & Mapping Fields🗺️

What, Why & How to Setup Configuration & Mapping fields for your Pipedrive account?

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

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.

  1. Click on the top-right corner, and from the drop-down, select Configure.🔧

    Pipedrive Configuration

  2. Once you've configured it, you can now map the fields 🗺️ between Saleshandy & Pipedrive so data synchronizes between both apps accordingly.

    Configuration & Mapping

  3. 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

Email

Label

Phone Number

Phone

Job Title

Email

Industry

Person Created

Company

Update time

Company Domain

Organization

Linkedin

Owner

Twitter

Open Deals

Facebook

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. 🤗


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