link-simplePipedrive Field Mapping

You can set up field mappings to ensure your Popl Lead data ends up where you need it in your CRM. You can setup field mappings for the people object in Pipedrive.

Customize your Field Mappings

Popl default fields, enriched data, and lead qualifiers, can be synced to people in Pipedrive. Default mappings can be modified or replaced. To add additional mappings, navigate to the person fields tab.

The following are the default Lead mappings. You can customize these mappings to include lead qualifiers and enriched data

Popl Field
Pipedrive Field

First Name

First Name

Last Name

Last Name

Email

Email

Number

Phone

Popl Lead Owner

Person Owner

To add a mapping, click Add Mapping in the top-right corner. From here, select the Pipedrive field, then choose the Popl field you would like to map from.


Sync Logic For People

After choosing which fields you want to map, you can adjust the sync behavior. You can choose between overwrite, complete if missing, or append.

Overwrite field: If a value already exists for an object in Pipedrive, replace that data with the Popl field.

Complete if missing: Only use the Popl value if the existing field is empty. Otherwise leave the field value as is in Pipedrive.

Append: Add Popl values to fields that may already have data, instead of replacing it.


Mapping Types

Dynamic Mappings - Dynamic mappings allow Popl to send real-time data from each individual lead into the corresponding Pipedrive field. This means the value that syncs will change based on the information captured during the lead exchange.Use dynamic mappings when you want Pipedrive fields to reflect unique data for every synced record.

Fixed Mappings - Fixed mappings allow you to send the same preset value to a Pipedrive field for every synced record. To set a fixed mapping, click into the Popl field, select “Fixed Mapping,” and enter the constant value you want applied to all synced people in Pipedrive. Use fixed mappings when you need a consistent, unchanging value.


Save Settings

Once you have configured your field mappings, be sure to save your changes. You can do this by clicking Save in the top-right corner of the person mapping tab.

Once your mappings and sync behaviors are set, your integration runs seamlessly, automatically delivering the right data to the right Pipedrive fields every time.


Need Help?

Contact Popl Support – our team is available to assist at [email protected]envelope.

With 🤍 from Popl.

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