Rasayel allows you to sync Pipedrive properties into Rasayel properties to bring context from your CRM directly to Rasayel. To start syncing properties:

  • Sync direction - Currently, property syncing is supported from Pipedrive to Rasayel only. Changes made to properties in Pipedrive will be reflected in Rasayel, but not the other way around.
  • Property type matching - Both properties must be of the same type for synchronization to work (e.g., text-to-text, number-to-number, etc.).
  • Settings available:
    • Don’t sync if the source is empty - Prevents overwriting Rasayel properties with empty values from Pipedrive.
    • Don’t sync if the destination already has a value - Prevents replacing existing Rasayel property values if they are already set.