What PipelineDeals 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 -- --- --
People Contact Read / Update / Create Yes User
Company Company Read / Update / Create Yes Person
Company Name
Deal Opportunity Read / Update / Create Yes Person
Expected Close
Note Activity Read / Update / -- Person
Created Date

* 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
  • When Notes are sent over to another system, the Title that gets applied as the Activity Title in the other system is taken from the Note's Description field in PipelineDeals 
  • Created Date is used to deduplicate with the other systems "Occurred At" field. 

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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