This automation applies to Pipedrive but a similar workflow may be achieved with other CRMs.
Use case
Outfunnel (and other syncing tools) syncs contact fields between platforms. This is because the main object on both platforms is a Contact. Additionally, Outfunnel also allows mapping organization fields.
When it comes to deal fields the situation is a bit more complex however as a contact can have multiple deals which makes it difficult to reliably sync over deal fields and it's not supported out of the box.
Syncing deal fields can be very useful however as deals contain specific information about the ongoing opportunity that is usually not added to a contact.
This article describes a workaround where deal fields are added to contact profiles. This makes it possible to include it in the sync.
Solution (5 min)
Head to Pipedrive automations and set up a new automation with the following parameters:
1. Triggered by and trigger
We recommend choosing "triggered by any user" as that way the automation will run regardless of who does the update.
The trigger starts the automation and in this case, it's "Deal updated" as we want to sync the field once an update occurs.
2. Instant condition
If you'd need to sync over multiple fields then we don't recommend to add any conditions. If you only need to update a single field we recommend adding a condition that specifies this field. For example:
Booking date > has changed
Optional: If a contact has multiple deals then this may cause unexpected results as different deals update the same field. One way to avoid it is to only listen to updates from specific deals. For example:
deal > status > is > open
deal > pipeline > is [pipeline]
3. Update person fields
Choose the field(s) you'd like to update on the person. For example, I'd like the "Booking date" field value on the deal to populate the "Booking date" field on the person.
If you don't have the field yet, you need to create it. We recommend adding a (linked) or (do not edit) string to the field to ensure this wouldn't get edited manually.
4. Activating and testing
Activate the automation. To test if it works as expected, update a deal field and check if this gets updated on the person.
💡 This automation will only run for future updates. If you also need to get existing deal data to sync over to a person field then we recommend bulk updating all or specific deals so that the automation would trigger. Best way to do that is to update an unused field.
Note that if you chose a specific field condition in step 2 then you'd have to temporarily remove it.
5. Map the field for syncing
As the last step, map this field in the contact sync in Outfunnel and click on "Sync now"
Full view of the automation
