Updating Pipedrive People and Organizations with data from HullUpdated 13/12/2019

Attributes which are updated on Users and Accounts can by synced to Pipedrive using Hull's Pipedrive connector.

How to update People in Pipedrive with data from Hull

Once you have installed the Pipedrive connector and authenticated using the Connect with Pipedrive section, go to the User - Sending to Pipedrive section. First, select the segments of Users that you wan to sync out. Users who do not belong to those segments will not be synched to Pipedrive.

To do so, go to the User filter dropdown and choose segments of Users.

Then, you need to select the attributes that you want to send out and map them to the corresponding fields in Pipedrive. To do so, click on the Edit the mapping button. A modal will pop up where you will be able to select the Hull attributes that you want to send.

Once you have selected the right attributes, hit the Confirm button. This will autopopulate the left column of the attribute mapper with these attributes.

Then, on the right select the corresponding field to each Hull attribute.

⚠️Warning ⚠️:

• The attributes have the Overwrite option activated. That means any changes on a Hull attribute will update a field in Pipedrive.
• You can choose to let Pipedrive update the links between People and Organizations. That means that any updates on the linking between People and Organizations in Pipedrive will take precedence over the linking in Hull. To activate that feature, enable the toggle button below the attribute mapper:

• Users who are flagged with a deleted_at attribute are Users who have been deleted. You can choose not to sync Users with that tag to Pipedrive. To do so, activate the toggle button called Let Pipedrive mark Hull users as deleted.

How to update Organisations in Pipedrive with data from Hull

Once you have installed the Pipedrive connector and authenticated using the Connect with Pipedrive section, go to the User - Sending to Pipedrive section. First, select the segments of Users that you wan to sync out. Users who do not belong to those segments will not be synched to Pipedrive.

To do so, go to the Account filter dropdown and choose segments of Users.

Then, you need to select the attributes that you want to send out and map them to the corresponding fields in Pipedrive. To do so, click on the Edit the mapping button. A modal will pop up where you will be able to select the Hull attributes that you want to send.

Once you have selected the right attributes, hit the Confirm button. This will autopopulate the left column of the attribute mapper with these attributes.

Then, on the right select the corresponding field to each Hull attribute.

⚠️Warning ⚠️:

• The attributes have the Overwrite option activated. That means any changes on Pipedrive fields that you chose to ingest will update an attribute in Hull.
• Accounts who are flagged with a deleted_at attribute are Accounts who have been deleted. You can choose not to sync Accounts with that tag to Pipedrive. To do so, activate the toggle button called Let Pipedrive mark Hull accounts as deleted.