CRM FIELD MAPPING

Map Your CRM Fields
Learn how to match your CRM fields with the data EazyMatch AI uses. Pipedrive fields require mapping during setup, while supported HubSpot fields are mapped automatically.

Field mapping overview

What Is CRM Field Mapping?

Field mapping tells EazyMatch AI which properties in your CRM contain the information it needs for duplicate detection, data-quality checks and enrichment.

The mapping process differs depending on whether you connect HubSpot or Pipedrive.

Automatically mapped

HubSpot Field Mapping

Supported HubSpot fields are mapped automatically. HubSpot users do not normally need to configure these fields manually.

EazyMatch AI uses the corresponding standard HubSpot properties when reviewing your contacts and companies.

Manual mapping required

Pipedrive Field Mapping

Pipedrive fields must be mapped during setup. This ensures EazyMatch AI uses the correct person and organisation fields when reviewing your CRM records.

The available fields can vary depending on the standard and custom fields configured in your Pipedrive account.

Pipedrive person and organisation field mappings in EazyMatch AI
Match your Pipedrive person and organisation fields with the corresponding fields used by EazyMatch AI.

People and contacts

Required Contact Fields

Map the following fields so EazyMatch AI can correctly review people or contact records:

  • First name
  • Last name
  • Job title
  • Mobile number
  • Email address
  • LinkedIn URL
Custom Pipedrive contact fields

Pipedrive provides standard fields for full name, email address and phone number. If your account does not already contain suitable fields for job title and LinkedIn URL, we recommend creating custom fields in Pipedrive before completing the mapping.

Companies and organisations

Required Company Fields

Map the following fields so EazyMatch AI can correctly review company or organisation records:

  • Company name
  • Domain or website
  • LinkedIn URL
  • Industry
  • Annual revenue
  • Number of employees
  • Full address
Check which industry field you use

HubSpot allows businesses to add their own values to the standard Industry field. Pipedrive does not allow custom values to be added to its standard Industry field.

Pipedrive users should therefore check whether their organisation records use the standard Industry field or a separate custom field. When configuring your mapping, select the field that contains the industry information your business actually uses.

Annual revenue and Apollo enrichment

EazyMatch AI uses the standard annual revenue field in both HubSpot and Pipedrive. This field is mapped to the Apollo integration for data enrichment.

When Apollo returns an annual revenue value, EazyMatch AI assigns the corresponding revenue bracket and saves it to the standard annual revenue field in your CRM.

If you use Pipedrive and want annual revenue to be mapped to a custom field instead, please email our support team before completing your field mapping.

Managing your setup

Review or Update Your Mappings

You can review and update your field mappings at any time from the EazyMatch AI Admin Panel.

If you create or change fields in Pipedrive, return to the Admin Panel and confirm that the correct fields are selected before synchronising your data again.