How do I link a dropdown Custom Field in my CRM to a dropdown Custom Field in ActiveDEMAND?

To import the values of a dropdown Custom Field that you have in your CRM to ActiveDEMAND you will need to follow a few steps.

Step 1 - Create a multi-option picklist within ActiveDEMAND

In your ActiveDEMAND account, go to Administration => Account Settings. Scroll down to Custom Field Types. Choose if you want to create a field for a Contact or an Organization. Click [ADD CUSTOM FIELD TYPE] button:

Check the "Has dynamic options" checkbox.  This will allow the options list to be dynamically updated from your CRM.

Step 2 - Edit the mappings in CRM Contact Updates

Go to Contacts => CRM Contact Updates and edit the mappings.  Map your pipedrive multi-option or single-option picklist to your newly created ActiveDEMAND multi-option or single-option picklist.

The ActiveDEMAND custom field will automatically update as data is pushed into it from the CRM.

This is everything that needs to be done!

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