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.


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 Organisation. 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.





Edit the mappings in CRM Contact Updates

Go to <Contacts, <CRM Contact Updates and edit the mappings. Map your CRM 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!

Updated on: 11/10/2022