> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Search Rules

> Set up Customer Search Rules to seamlessly synchronize customer information between Pipedrive and e-conomic, ensuring data consistency and avoiding duplicate entries.

Set up Customer Search Rules to seamlessly synchronize customer information between Pipedrive and e-conomic, ensuring data consistency and avoiding duplicate entries. The integration actively searches for customers based on your defined parameters — if a match is found, that record is used; otherwise, a new customer profile is created to maintain a comprehensive database.

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## Organization Matching Criteria

Configure Organization matching criteria by selecting a field in Pipedrive (e.g., Organization Name, Email) that corresponds to the chosen e-conomic field. This ensures both platforms refer to the same company data when syncing information, maintaining consistency across systems.

<Frame>
  ![Configure Organization matching criteria between Pipedrive and e-conomic fields](https://framerusercontent.com/images/7QPevkjVKAdsw4kwfeGAIBZPE.png)
</Frame>

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## Enable Primary Contact Sync

This feature is essential for businesses dealing directly with consumers. It allows individual contacts from Pipedrive to be seamlessly added to e-conomic as customers when there is no associated company.

<Steps>
  <Step title="Enable Primary Contact Sync">
    If your contacts are not linked to an organization, check **Enable Primary Contact Sync** to allow the integration to handle them as customers in e-conomic.
  </Step>

  <Step title="Select the Pipedrive Contact Identifier">
    From the **Pipedrive Contact Identifier** dropdown menu, select the Pipedrive field that uniquely identifies your contacts — such as person name or email.
  </Step>

  <Step title="Select the e-conomic Contact Field">
    From the **e-conomic Contact Field** dropdown menu, select the corresponding field in e-conomic used to match and identify the same contact. This should also be a unique identifier, such as an email address or customer number in e-conomic.
  </Step>

  <Step title="Proceed">
    Click **Next** to continue to the next setup step.

    <Frame>
      ![Enable Primary Contact Sync and configure Pipedrive and e-conomic contact fields](https://framerusercontent.com/images/FIp05xfMmKkvjqkvDR45Me0.png)
    </Frame>
  </Step>
</Steps>

***

<Tip>
  **Got unique integration needs?** Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes. [Learn more about Advanced Integration Settings](https://custom.cloudify.biz/)
</Tip>

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