CRM Integrations
Connecting vizrm with your CRM
10 articles
CRM Integration / Field MappingSetting up the bi-directional connection between your CRM and vizrm allows you to change the manager information in your CRM as well.
Sync org chart KPIs to CRM fieldsMap vizrm-calculated values - contacts placed in chart and chart completion % - to custom number fields in your CRM for automatic sync.
Troubleshooting Org Charts with Contacts Removed from the CRMHow vizrm handles missing managers in org charts using placeholders, and how to resolve the situation.
How vizrm integrates with PipedriveHow to use vizrm with Pipedrive to manage org charts, contacts, activities, and deals seamlessly.
How to connect vizrm and PipedriveHow to connect vizrm with your Pipedrive user account
Types of Related Organizations in PipedriveLearn how different types of related organizations work in Pipedrive and vizrm.
Custom fields in Pipedrive
How to add multiple users to vizrm as a Pipedrive adminStep-by-step guide for Pipedrive admins on how to install and grant access to the vizrm extension for multiple users in their organization.