CRM Integration

Setting up the bi-directional connection between your CRM and vizrm allows you to change the manager information in your CRM as well.

Markus Meier avatar
Written by Markus Meier
Updated over a week ago

To achieve the perfect integration, you will have to create (in case you don’t have this already) a custom field in your CRM - here is a quick tutorial on how to do that.

Note: for the below steps you will need admin rights in your CRM and vizrm

Mapping CRM Fields in vizrm

As and administrator click the settings icon ⚙️ at the top right and select manage account > CRM Integration.

There are four fields that can be mapped between vizrm and your CRM:

Job Title

This mapping is anticipating future functionality for improved chart analysis.

Manager

This mapping will store org-chart links into Pipedrive and build org-charts based on this information. Therefore allowing bi-sided editing of org-charts (from vizrm OR from CRM).

Vizrm will store the person that is situated above a contact on the chart in this field.

Therefore this field needs to be of the field type "person". See a guide on how to set this up in Pipedrive below.

Decision Maker

This mapping is anticipating future functionality for improved chart analysis.

LinkedIn Profile Link

This mapping is anticipating future functionality for improved chart analysis.

Creating a “Manager” field in Pipedrive

If you prefer to store as well the hierarchy you create on the account chart in vizrm in your Pipedrive system, this is best done by creating a field (for example called “Manager”) for persons that contains the link to their direct manager.

This will allow you to quickly navigate between the persons within Pipedrive via hyperlink.

1. Navigate to a person page in Pipedrive & select “Customize fields“

2. Select “Add a new field” at the bottom of the list

3. For the manager field, you need to choose a “person” field type

Now you are all set! If you’d like to dig deeper, you can also refer to the Pipedrive documentation

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