How to perform field mapping between Pipedrive and Spotter - Spotter V2

Created by Andre Greiner, Modified on Fri, 3 Mar, 2023 at 2:56 PM by Andre Greiner

1.  In  Settings  >  Manage Integrations  >  CRM menu  , click on the ' Field Mapping ' button located just  below  PipeDrive's general settings.   



2. Select an Exact Spotter  field   that will be sent in the integration.

3.  Define the details of the mapped field that will be sent in the integration. For example: if you selected the field  Lead , options such as  Name ,  Telephone  Site (of the Lead), Products , will be presented in the Attribute  field  It will be the same with the other fields. 

 

4. Select the PipeDrive   field  that you want to link with the mapping performed in  Exact Spotter,  to enter the information.

 

5.  After completing all field links, click  Save .

 

6.  The grid below will list all fields mapped between Exact Spotter and PipeDrive.  



IMPORTANT:  It is not necessary to map fields that already come by default in the integration, namely  Lead Name, Origin, Market, Contact, Pre-Seller Name and Email.

That's it, your configuration is done.


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