How do I add a custom mapping between Pipedrive and Vtiger CRM?
You can customize field mapping under the sync settings of the required module. Follow these steps to add a custom mapping:- Log in to your CRM account.
- Click the Main Menu.
- Select a module such as Contacts, Deals or Organizations. The List View of the selected module appears.
- Click the Sync button. The Sync window pops up.
- Click the Settings button beside Pipedrive. The Sync Settings open.
- Click Field Mapping in the sync settings sections of the required module. For example, Contacts Sync Settings.
- Click +Add Custom Mapping.
- Select the required Vtiger CRM field from the drop-down.
- Enter the required Pipedrive field name to map. For example, (data.field_name).
- Click the delete icon to remove a custom field.
- Click Save. A success message will appear.
Repeat the steps to add more fields.