Partner Organizations in Pipedrive become Partner Companies in Allbound. Pipedrive will remain the system of record for everything related to your Partner Organizations. Your team will continue to create and make edits to Partner Organizations within your CRM and the Allbound Integration will automatically create new Companies when a new Active Partner Organization is created, and keep your Company data in sync when edits are made to Partner Organizations.
Your Allbound Integration Specialist will work with you to determine which Partner Organization Types will sync to Allbound as well as what standard and custom fields you wish to include in that Partner Organization data mapping. Not every field on the Partner Organization should be included. You should only include fields that will affect partner access or system/content visibility within your Allbound Portal.
