CRM Integrations
Connecting vizrm with your CRM
11 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.
- Set up Enrichment Tools (connect your data providers)Admins: connect your own Apollo, Hunter, or Lusha account so your team can reveal contact email and phone inside vizrm.
- How vizrm integrates with PipedriveHow to use vizrm with Pipedrive to manage org charts, contacts, activities, and deals seamlessly.
- How to connect vizrm and PipedriveConnect vizrm to Pipedrive — what you need and what happens across the five setup steps.
- 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.