OpenMoves / PipeDrive Connector - Custom Fields Settings

Any time a contact is added, updated or removed from the PipeDrive platform it is also added/updated/removed from the OpenMoves platform.  By default contacts are added to a "PipeDrive Contacts" address book, but you can further segment your contacts by using data fields.  These data fields can be automatically populated with information from PipeDrive.

To select which PipeDrive fields you would like to see in OpenMoves, in the OpenMoves / PipeDrive Connector platform go to "Custom Field Settings".  There you will see a list of your PipeDrive person fields (including custom fields).

 

Email, name and phone number are selected by default and will always be synced.  To add or change additional fields, check or uncheck the fields you would like to edit and click "Update".

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