What PipelineDeals CRM Data Can Be Synced?
Included in this article
|Object||Bedrock Object Name||Permissions||Custom Field Support||Relationships*||Required Fields**|
|People||Contact||Read / Update / Create||Yes|| User
|Company||Company||Read / Update / Create||Yes|| Person
|Deal||Opportunity||Read / Update / Create||Yes|| Person
|Note||Activity||Read / Update /||--|| Person
* 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.
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.