What Pipedrive CRM Data Can Be Synced?

Included in this article

What Objects and Actions Are Supported?

Object Bedrock Object Name Permissions Custom Field Support Relationships* Required Fields**
User Owner Read Yes ---
Person Contact Read / Update / Create Yes User
Company
Deal
First Name
Last Name
Email
Organization Company Read / Update / Create Yes Person
Deal 
User
Company Name
Deal Opportunity Read / Update  Yes Person
Company 
User
Name
Expected Close
Activity Activity Read / Create Yes Person
Company
Opportunity
User
Title
Marked as Done Time

* Relationships can be used to map fields from related Objects.  Learn more about how to map fields from related Objects.

* Where a 1-to-Many relationship exists between related objects, we do not recommend mapping fields.  Learn more here.

** Required fields must be mapped in Bedrock in order for records to sync as expected.  Learn more about how to best manage required fields here.

Important Functionality Notes

Object Important Notes
Acitivty
  • Marked as Done is the field used to deduplicate with the other systems "Occurred At" field for Activities
  • Only Closed Activities will sync out to another system
  • Must have Contact Relationship configured and set in the order from source system to destination system
  • Type does not have to be mapped but if you do, the default value must be either BLANK or set to one of the available types (Call; Meeting; Task; Deadline; Email; Lunch)
Deal
  • Must have close dated ASSIGNED in order for the Deal to be paired up with another opportunity-type record in another system.
Person
  • There is an owner_id field on the Person (Contact) record that can be updated via API. If a customer is trying to assign an owner from a paired system, they must map to the owner_id field AND must use the exact Owner ID of an existing Pipedrive user.
  • Person > Owner Name field is the Full Name of the Owner. It is not split up between First and Last Name and you can not split up this full name when syncing to the other system. 

Now that you know what type of data you can sync, time to start mapping your fields.  Click here to learn how to get started on mapping your data.

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