Pipedrive Company VAT

Installation

Mapping Window

Mapping Window

The mapping feature in the Pipedrive Company VAT app is a crucial tool for tailoring your VAT setup to your specific business needs and location. Here's why it's important and how you can use it effectively:

Why use custom mapping:

  1. Country-specific compliance: By customizing fields for each country, you ensure your VAT data aligns with local regulations.

  2. Data accuracy: Proper mapping reduces errors in VAT calculations and reporting.

  3. Streamlined operations: Matching HubSpot fields to your VAT data structure improves workflow efficiency.

  4. Flexibility: You can adapt the app to your unique business structure and information needs.

How Does It Work?

  • Select your country from the dropdown menu.


  • Review the pre-mapped fields. These typically include essential information like Company Name and Address.

  • For unmapped fields (shown as "Not Mapped"), click the "Actions" button to assign a corresponding HubSpot property.

  • If needed, use the 'Create a new Pipedrive property' option to add custom fields.

  • Ensure all mandatory fields are mapped. Remember, a Company Name is required for all countries.

  • Click "Save Mappings" when you're satisfied with your selections.

    Note: Feel free to click Get Guided Installation if you require assistance from Cloudify experts regarding the installation steps


  • The trial plan will be selected for you by default. You can upgrade to the Premium Plan by clicking on "Select".

  • Click Next.

  • You will view the steps to add the company. Click "Finish".

The mapping feature in the Pipedrive Company VAT app is a crucial tool for tailoring your VAT setup to your specific business needs and location. Here's why it's important and how you can use it effectively:

Why use custom mapping:

  1. Country-specific compliance: By customizing fields for each country, you ensure your VAT data aligns with local regulations.

  2. Data accuracy: Proper mapping reduces errors in VAT calculations and reporting.

  3. Streamlined operations: Matching HubSpot fields to your VAT data structure improves workflow efficiency.

  4. Flexibility: You can adapt the app to your unique business structure and information needs.

How Does It Work?

  • Select your country from the dropdown menu.


  • Review the pre-mapped fields. These typically include essential information like Company Name and Address.

  • For unmapped fields (shown as "Not Mapped"), click the "Actions" button to assign a corresponding HubSpot property.

  • If needed, use the 'Create a new Pipedrive property' option to add custom fields.

  • Ensure all mandatory fields are mapped. Remember, a Company Name is required for all countries.

  • Click "Save Mappings" when you're satisfied with your selections.

    Note: Feel free to click Get Guided Installation if you require assistance from Cloudify experts regarding the installation steps


  • The trial plan will be selected for you by default. You can upgrade to the Premium Plan by clicking on "Select".

  • Click Next.

  • You will view the steps to add the company. Click "Finish".

The mapping feature in the Pipedrive Company VAT app is a crucial tool for tailoring your VAT setup to your specific business needs and location. Here's why it's important and how you can use it effectively:

Why use custom mapping:

  1. Country-specific compliance: By customizing fields for each country, you ensure your VAT data aligns with local regulations.

  2. Data accuracy: Proper mapping reduces errors in VAT calculations and reporting.

  3. Streamlined operations: Matching HubSpot fields to your VAT data structure improves workflow efficiency.

  4. Flexibility: You can adapt the app to your unique business structure and information needs.

How Does It Work?

  • Select your country from the dropdown menu.


  • Review the pre-mapped fields. These typically include essential information like Company Name and Address.

  • For unmapped fields (shown as "Not Mapped"), click the "Actions" button to assign a corresponding HubSpot property.

  • If needed, use the 'Create a new Pipedrive property' option to add custom fields.

  • Ensure all mandatory fields are mapped. Remember, a Company Name is required for all countries.

  • Click "Save Mappings" when you're satisfied with your selections.

    Note: Feel free to click Get Guided Installation if you require assistance from Cloudify experts regarding the installation steps


  • The trial plan will be selected for you by default. You can upgrade to the Premium Plan by clicking on "Select".

  • Click Next.

  • You will view the steps to add the company. Click "Finish".