Allow syncing of Pipedrive Organizations and Pipedrive Deals along with Pipedrive Persons
Right now Autopilot only pulls Persons' info, along with the Organization's name, if a Person is associated with and Organization
I'd be nice to have the Organization and Deal information along with the Person's information too, e.g. Organization website (which is a field in Autopilot), location (also an Autopilot field), and Organization industry (helps a lot in segmentation)
-
Nikesh commented
This was the main reason I didn't sign up to autopilot after the trial. This is a complete deal breaker if the crucial info is in the organisation.
-
Anonymous commented
This feature is absolutely critical for B2B services like ours.
We need to be able to create an organisation from Autopilot and add a person to that organisation. The deal created in Autopilot for Pipedrive is then only for the person and not the organization. Need to be able to map these fields!Even if we can use an action shape 'Update Pipedrive deal field' and choose the option of 'Organization' and insert personalised text like --Company Name-- this would suffice.
-
Michael Tolhurst commented
Couldn't agree more - we are a Real Estate agency and many of our prospects, leads and clients own multiple houses. We create a separate Deal for each house. We would MUCH rather be able to put a Deal through a journey than a Person.