Important Note: Pipedrive is an Unsupported Connector
What Objects and Actions Are Supported?
Object |
Formstack Sync 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 |
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.
* Where a 1-to-Many relationship exists between related objects, we do not recommend mapping fields.
** Required fields must be mapped in Formstack Sync 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 |
|
Deal |
|
Person |
|
|
|
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.
Comments
Article is closed for comments.