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CRM Integration / Field Mapping

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

Updated over 2 weeks ago

Admin rights are required for these settings

Mapping CRM Fields in vizrm

There are four fields that can be mapped between vizrm and your CRM. You can adjust these settings at app.vizrm.com/settings

Job Title

The attribute on a person's record that you are using to describe their job title/role/function that they have in the organization.

Manager

Note: This feature is currently only available for the Pipedrive-vizrm integration

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 who 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.

LinkedIn Profile Link

This mapping is required for the LinkedIn Integration via the vizrm browser extension. This is the CRM attribute where you store the URL or Link of a contact's LinkedIn profile.

Decision-Making Role

This mapping anticipates future functionality for improved chart analysis. It describes the role a person plays in making a purchasing decision for your deals.

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