1. Vainu Help Center
  2. Connect CRM systems and other tools
  3. Vainu Connector for Pipedrive, Salesforce, HubSpot, and Dynamics 365

Connector: Data mapping

Set up the correct export settings in Vainu to export companies and target segments from Vainu to your CRM and to keep your CRM data up to date.

Data mapping means defining the information you want to sync between Vainu and your CRM system, i.e., mapping the data fields in your CRM to the data fields in Vainu. You essentially set up the correct export settings for the data you'll export from Vainu to your CRM either automatically or manually. 

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1. Why is data mapping required

2. Data points available for data mapping

3. How to do the mapping / add new fields

4. Mapping Vainu Custom Industry data with different CRMs

1. Why is data mapping required

Data mapping is required for you to be able to:

  1. Export companies to CRM. Select data fields to be created when you export a company from Vainu to CRM. 
  2. Enrich your CRM records with new data points and keep CRM data up to date with automatic or manual updates

With automatic data updates, you can select which CRM fields you want to be updated automatically when the information for the company changes. 

You can choose if you want to overwrite existing CRM records with Vainu’s data always or only if the data field in your CRM is empty or previously updated by Vainu. You can edit updatable fields on the Connector - Data Updates page. 

 

Automatic data updates are available only for Account/Company/Organization.
Data mapping is set to include standard data fields by default. Standard Data mapping is automatically applied to all exportable objects.

 

Names of objects available for creation
Dynamics Account / Contact / Lead / Opportunity / Task
HubSpot Company / Contact / Deal / Task 
Pipedrive Organisation / Person / Lead / Deal / Activity
Salesforce Account / Contact / Lead / Opportunity / Task

2. Data points available for data mapping

There are multiple data points you can use in data mapping.
>> Click here to find a complete list of all mappable data fields.

  • Company data – This is the company's basic data received from official or other public sources such as (PRH)
    • Basic data includes Company Name, Address, Website, Business ID, etc.
    • Financial & Industry data includes Revenue, Industry (official), Industry (LinkedIn), etc.
    • Social media links
  • Contact data – Employee information. Received from official and other public sources such as (PRH, Company Website) 
    • Data points include: Contact Name, Title, Email, Phone number (availability of data may vary)
  • Signals data – Export Buying Signals information as content to, for example, Leads, Tasks, or Opportunities. 
    • Data points include: Signal title, Signal link, Signal content
  • Picklist values – When the selected CRM field includes picklists values, Vainu will automatically detect all available values and include them in the filter for selection.
  • Custom Input – A text field you can use to add a manual text or a phrase.
  • Trigger data (when included in the Vainu contract)
  • Vainu Custom Industry data (when included in the Vainu contract)

An example of a Data mapping page in Vainu:

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3. How to add fields

When you want to map new data, start by selecting the CRM field you want to add data to.

  1. Select the Object you want to edit. On top of the screen, you can see all available objects based on your CRM system (listed in the table above.). Select the one you want to edit.
  2. Add CRM Field. Add fields by clicking the dropdown menu on the top right corner. You can scroll down or search for a specific CRM field and select it. When you've added the field, you'll find it at the bottom of the page.
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  3. Select Vainu value. Select the Vainu value you want to map for the selected CRM field. You can also use the Search bar for easier access. 
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  4. Add a backup value. You can find an example value as a smaller grey text under the Vainu value. This shows an example of what kind of data can be expected by selecting a specific field. If an exported company does not have a specific data point available, you can add a backup value by clicking the plus icon and selecting an additional field.

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  5. Save the changes before changing the Object! After adding and editing all necessary fields, remember to save the changes.

Please note that it's not possible to create CRM fields through Vainu. To create a field, contact your CRM Admin to create the necessary CRM fields for mapping. After the field has been created, it can take up to a few hours to be visible in the Add fields -filter.

Learn how to export companies and signals to CRM.

4. Mapping Vainu Custom Industry data with different CRMs

How do Vainu Custom Industries work in the Connector?

You can get custom industries that Vainu has identified with a high confidence class into your CRM. The data point is sent as a list with a maximum of 10 values. We recommend mapping Vainu Custom Industry to a multi-select picklist (with the exception of Salesforce) for easier access to filters, but you can also map the VCI data to regular text fields. In these cases, the value appears as a string, e.g., FinTech | Software | SaaS | Finance.

VCI as text fields

Vainu Custom Industry (VCI) must be included in your Vainu license to be available in the Data mapping options.

Salesforce and VCI

As a Salesforce user, you must map VCI to a field you've created in your CRM beforehand*. You can add the field you want to map the VCI to in the data mapping and then select Industry (Vainu Custom Industry) as the data point.

It's good to remember that you'll need to run a full data update after mapping VCI to get it to all your matched Accounts.

*Vainu doesn't provide the option to automatically create a multi-select field due to Salesforce's limit of 500 values. It isn't large enough to hold all our VCI values.

Salesforce VCI

Dynamics and VCI

As a Dynamics user, you have the choice to either let Vainu create a new multi-select picklist*, or you can choose to map to a specific destination field yourself.

If you let Vainu create the field for you, you'll be asked if you want to run a full Dynamics data update for all your Accounts.

*Note that Vainu can create the field, but you will still need to add it to your Account Form in Dynamics to see it in your Account pages https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/add-field-form?view=op-9-1

VCI and Dynamics

HubSpot and VCI

With HubSpot, you'll have the choice to either let Vainu create a new multi-select picklist*, or you can choose to map to a specific destination field yourself.

If you let Vainu create the field for you, you'll be asked if you want to run a full HubSpot data update for Companies.

*Note that Vainu can create the field, but you will still need to add it to your view in HubSpot to see it easily on your Company pages https://knowledge.hubspot.com/contacts/select-properties-to-show-under-the-about-section-in-a-record

VCI HubSpot

Pipedrive and VCI

With Pipedrive, you'll have the choice to either let Vainu create a new multi-select picklist for you, or you can choose to map to a specific destination field yourself.

If you let Vainu create the field for you, you'll be asked if you want to run a full Pipedrive data update for Organizations. VCI Pipedrive

>> All data fields available for mapping 

Vainu exports information to these fields when you export one or multiple companies to your CRM. Automatic updates will also update these fields, and you can learn more about them here. Note that the Contacts fields do not have automatic data updates.

People 

  • Full name
  • First name
  • Middle name
  • Last name
  • Email
  • Phone number
  • Title
  • Contact Summary


Organizations

Company profile

  • Company name
  • Business ID
  • Company phone
  • Email
  • Company description
  • Registration date
  • Company legal entity
  • Company status
  • Visiting address
  • Visiting city
  • Visiting postal code
  • Visiting country
  • Postal address
  • Postal city
  • Postal code
  • Country
  • Auxiliary names
  • Vainu Company View
  • Company is inactive
  • Restricted for marketing
  • Prospect Address Count
  • Last Update from Vainu
  • Company Summary
  • Number of Vehicles (Included in Vehicle Database)

Industry and Financial information

  • Employee Count
  • Currency code
  • Industry (Official)
  • Industry (ISIC code)
  • Industry (LinkedIn)
  • Industry (Vainu Custom Industry)
  • Revenue ({user's currency})
  • Revenue (local currency)
  • Development of revenue (%)
  • Equity to assets ratio (%)
  • Profit (%)

Website

  • Domain name
  • Link
  • Facebook profile
  • Facebook likes
  • LinkedIn profile
  • Twitter profile
  • Social Media Index
  • Digital Index
  • Marketing Index
  • Youtube channel

Signals

  • Title
  • Content
  • Categories
  • Link
  • Image Link
  • Added date
  • Trigger: Profile
  • Trigger: Matched events
  • Trigger: Summary
  • Trigger: Discovered date
  • Language
  • Tags

Should you have any questions or concerns about Vainu or mapping data points, please chat with us or email us at support@vainu.io.