What is a connection field?
Our connection field allows you to connect your pipe to another pipe or a database.
If you have a process that demands cooperation from another process from a specific phase and you want to add the option of creating/linking cards or database records as a part of a phase (like any other field), a connection field is what you need!
Connecting two pipes
In order to make it easier for you to understand how this field works if you want to connect two pipes, I'll exemplify it using a purchase process.
In this process, when a card reaches the 'purchasing' phase, I must necessarily create a connected card on accounts payable so that the order can be paid and processed.
The benefit of creating a connected card is that you can very easily see to what purchase the card belongs. The information you filled out on the 'purchasing' phase won't get lost, and will be accessible as soon as you open the card in your 'accounts payable' pipe.
Learn more on how to connect two pipes with a connection field here!
Connecting a pipe and a database
In order to make it easier for you to understand how this field works if you want to connect a pipe with a database, I'll exemplify it using a sales process.
Let's say every time you fill out your start form to create a new opportunity on your Sales Pipeline, you wish to add a record on your client database, or link an existing record if you already did business with the client before.
This way, you automatically keep record of all your clients in our database- allowing you to access your client's data at later points in time in one centralized and safe place, and with a 360° view (when you open one of your database's entries, you'll be able to visualize all the actions/cards related to it).
Learn more on how to connect your pipe with a database using a connection field here!