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Types of Related Organizations in Pipedrive

Learn how different types of related organizations work in Pipedrive and vizrm.

Related organizations are part of the business plan - learn more about pricing

Pipedrive features 3 different types of related organizations. These relationships are automatically synchronized with vizrm in both ways.

Parent, sister and related companies all appear on the same account map, so a group of ten legal entities reads as one customer - see the org chart builder.

The screenshot below shows an example of an organization in Pipedrive and vizrm with one of each relationship types:

  1. Parent/daughter (green) - a company's parent is shown on the vizrm org-chart above and the daughter organizations are shown below.

  2. Sister (blue) - sister companies are shown on the org chart on the same level

  3. Related (yellow) - related organizations are shown in the sidebar in vizrm as these do not have a hierarchical relationship.

Tipp: To see related organizations navigate to an organization record in Pipedrive. If you can't see related organizations on the sidebar section, you can enable it as shown below.

Mapping a group structure across several Pipedrive organizations? Start a free trial and see it on one chart.

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