How to Link a Dropdown Custom Field in the CRM to a Dropdown Custom Field in Enquire MAP?

How to link a dropdown custom field in the CRM to a dropdown custom field in Enquire MAP? Please follow the next set of steps.

  1. Create a multi-option pick list within Enquire MAP. In the Enquire MAP account, navigate to Administration > Account Settings > Custom Field Types. Choose if you want to create a field for a Contact or an Organization. Click ADD CUSTOM FIELD TYPE button. Next, check the Has dynamic options checkbox to allow the options list to be dynamically updated from the CRM.blobid0.jpg
  1. Edit the mappings in CRM Contact Updates. Navigate to Contacts > CRM Contact Updates and edit the mappings.  Map your pipedrive multi-option or single-option pick list to your newly created Enquire MAP multi-option or single-option pick list.  The Enquire MAP custom field will automatically update as data is pushed into it from the CRM.blobid1.jpg

Please reach out to the dedicated Enquire Account Manager or Enquire MAP Support team for further assistance.


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