If you manage multiple processes, connecting pipes and databases can make it much easier to work with updated data.
Plus, it's essential for teams that need to access information from a single source of truth.
The HR team can connect a Recruitment pipe to a Candidates database that contains contact information (e.g., email address, phone number, and social media links).
It will be easier for the team to schedule interviews and send emails as the process flows—without looking for this information elsewhere.
The same works for supplier records, products, employees, cost centers, and much more.
Connect the entire process
Click on Add connection.
Then, select Create new connection.
1. The connection's name.
2. The pipe or database that you want to connect.
3. The connection function:
Search among existing cards/records in the connected pipe/database and link them to the parent card.
Create new cards/records in the connected pipe/database.
Search and create cards/records in the connected pipe/database.
4. The number of connected items, that is, if you want to connect a single card/record in the parent card or multiple cards/records.
5. Advanced options: Click on the switch button to activate or deactivate these.
6. When you complete these steps, click on Save.
Connect a specific phase
Use a connection field to connect pipes and databases to a particular phase in your process. It works like any other field: you will add it to a form.
As you choose this field type:
Give it a label.
Select the pipe or the database to connect.
Inform the field function (search and/or create cards/records).
Determine the number of entries.
And when you are done, click on Save.
Update cards and database records using automation
Updating fields manually can be time-consuming, especially if your team needs to handle high volumes of data.
Fortunately, there is an automation for that!
Update fields in cards or database records simultaneously—low effort required.
Every time an assignee field is updated in a card
Automatically update an assignee field in the connected database record
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