Field Mapping
Before you start, make sure the right fields in Pipedrive are mapped to vizrm.
Go to vizrm settings (admin access required).
Select the custom fields you want to map (e.g., job title, LinkedIn URL, manager).
Save the configuration — once set up, vizrm and Pipedrive will stay in sync automatically.
How to access Org-Charts from Pipedrive
You can open org charts directly from Pipedrive:
On a Person, Organization, or Deal record, click the three-dot menu.
Select Show Org Chart to open the vizrm chart.
For deals, vizrm automatically filters by deal participants, so you immediately see the buying center.
How Persons are created and updated from vizrm
You can manage people records in Pipedrive directly from vizrm:
Create a person: Add a contact in vizrm and it syncs to Pipedrive instantly.
Update a person: Change attributes like job title or department in vizrm, and the updates reflect in Pipedrive.
This also works through the LinkedIn browser extension: add or update contacts directly from LinkedIn profiles.
How Organizations and Related Organizations are created and updated from vizrm
With vizrm, you can easily manage company structures:
Create a new organization directly from the org chart.
Add related organizations such as parent-child relationships (subsidiaries, divisions, etc.).
Pipedrive records are automatically updated with the correct organizational links.
How Activities are created and updated from vizrm
Activities help you keep track of engagement and tasks:
From any person or organization in vizrm, select Create New Activity.
If no person is selected, the activity is linked to the organization.
Activities created in vizrm sync back to Pipedrive (and vice versa).
With the LinkedIn extension, you can also view, complete, or add activities without leaving LinkedIn.
How Deals are created and updated from vizrm
Manage opportunities seamlessly between vizrm and Pipedrive:
Add participants to a deal directly from the org chart — vizrm updates the deal in Pipedrive automatically.
Create new deals from vizrm by selecting pipeline, stage, title, value, and close date.
Deal management also works inside the LinkedIn extension for maximum flexibility.