Conditional Mapping for CRM/SEP Integrations

Cognism provides you with a multitude of data which you can tailor to suit your needs. The introduction of conditional mapping allows you to customise the way certain fields are mapped to your CRM. Supported CRM integrations include Salesforce, Hubspot, Pipedrive and Microsoft Dynamics.

Rules for the following Account/Company fields can be set:

  • Industry

  • Country

  • Company Size

  • Company Type

How to configure conditional mappings

As with the configuration of Field Mappings for integrations, the Cognism Admin has to configure these rules. Go to Settings > Integrations.SettingsIntegrate.gif

Scroll to your integrated CRM (Salesforce, HubSpot or MS Dynamics) and click the Settings cog. Click on Account (Salesforce & Dynamics), Company (Hubspot) or Organization (Pipedrive). You will see a Rules column.CondMappingAdv.png

Next to the relevant field, click Advanced and you can select which Cognism fields should be mapped over to your CRM field. 

Was this article helpful?
1 out of 2 found this helpful



Please sign in to leave a comment.