To map Pipedrive fields into Klenty, go to Settings -> CRM -> Pipedrive.
The standard fields (Name, Organization, Phone, and Email) will be automatically mapped, and you will not be able to make changes to them. Map any custom fields you’d like to add to the prospects while importing to Klenty. You can map prospect fields under Person, Deal, and Organization from Pipedrive to Klenty.
Note: Klenty now supports non-text fields too, except for Person, Organization, User, Time, and Date prospect fields.
The other custom fields can be mapped to a respective Klenty field. Regular users may not have this option as it's restricted only to the Owner and Admin of the team. Reach out to them to have these fields mapped.
Similar mapping is available for Organizations and Deals well.
Creating a Custom Field for mapping:
Click on the dropdown next to the corresponding field, and you will find the option to "Create custom field"
Once the field is created, you should be able to map the Pipedrive field to the corresponding Klenty field
What more can be synced with Pipedrive?
For use cases that involve importing Prospects into Klenty and later exporting them to the CRM.
Klenty has the capability to send the status of Prospects, the name of Cadence, and the Outcome of prospects as a field value that can be conveniently transferred to Pipedrive. This function is extremely advantageous if your goal is to streamline tasks or achieve seamless integration with Pipedrive to generate reports.
To achieve this, create a custom field in Pipedrive, allowing for mapping between fields. Once created, navigate to Main settings--> CRM integrations--> Field mappings.
