FeaturesCRM Field Sync

Your CRM Fields. Your Rules.

Marketing ops has always had to fight for control over field mapping. Paminga gives it to you by default — self-service, real-time, and without a support ticket.

Choose exactly which fields sync, which direction they sync, and whether Paminga is allowed to write back to your CRM at all.

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Salesforce Contact Fields
Live Fields

Field

Down

Up

Lifecycle StageDropdown
Account TierMultiselect
Lead Source DetailText
Last Product EventDateTime

You Decide What Syncs

Field mapping is self-service, in both directions.

Most MAPs treat CRM field mapping as an implementation task — something that gets configured during onboarding and then requires help to change. In Paminga, field mapping is self-service. You control exactly which fields sync between your CRM and Paminga, and you control the direction each one syncs.

Sync down

Pull this field's value from your CRM into Paminga. Uncheck it and Paminga will not touch it.

Sync up

Allow Paminga to write to this field in your CRM. Uncheck it and Paminga will never update it.

Explicit Permission

Paminga will never write to your CRM unless you have said so.

Paminga does not create or update records in your CRM unless you have explicitly configured it to do so. There is no default behavior that pushes data upstream without your knowledge.

Deliberate sync actions. Nothing more.

You configure sync actions deliberately, and Paminga executes exactly what you have defined. For marketing ops teams that inherited instances where the MAP was quietly overwriting CRM fields for years, this is a meaningful difference.

Always Current

No manual refresh required.

Paminga connects to your CRM in real time whenever you view your field mappings. What you see is an accurate, live list of every field available to map — including any custom fields added since you last looked.

No stale field lists. No waiting for a scheduled sync to catch up.

Available CRM Fields
Live
+
Customer Health Score

New custom field detected from CRM

+
Renewal Date

Date field available for mapping

+
Primary Product Line

Picklist values synced from CRM

Custom Fields

Create and map without leaving the page.

You do not need to pre-build custom fields in Paminga before you can map them. When you find a CRM field you want to bring over, click the plus icon and Paminga opens a drawer on the right. Create the field and map it in the same step.

Create Paminga Field
Auto-filled

Field name

Customer Health Score

Detected type

Number

Map from CRM

Salesforce Contact.Customer_Health_Score__c

Field name is auto-populated

Paminga uses the label from your CRM so the new field starts clean and recognizable.

Field type is detected automatically

Paminga pre-sets the matching field type to prevent type mismatch errors before they happen.

Every CRM Integration

The same field mapping experience, regardless of CRM.

Whether you are running Salesforce, Microsoft Dynamics 365, or IFS, the field mapping experience is the same: self-service control over what syncs, which direction, and when.

Salesforce

Control CRM field sync direction field by field.

The Detail That Matters at Scale

Filter to the fields that are actually active.

As your instance grows, the number of mapped fields grows with it. Paminga lets you filter your field mapping view to show only mapped fields, so when you need to audit, troubleshoot, or update your configuration, you are working with a clean view of what is active.

Mapped Fields Only
Audit View
Lifecycle Stage

Contact field

Down + Up

Account Tier

Account field

Down only

Lead Source Detail

Lead field

Up only

Filter to mapped fields only during audits. Every active sync relationship is visible in one place — making it straightforward to confirm what is actually running before a CRM migration, a re-sync, or a data review.

Watch field mapping work inside a live Paminga instance.

From setup to sync direction to custom field creation on the fly, see how marketing ops gets control without a support ticket.

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