Map your fields

What you'll need

• An owner or admin role in your workspace.
• A connected CRM. See Connect HubSpot, Connect Zoho CRM or Connect Frappe.

Review the mapping

1. Open Field mapping

   In the sidebar, choose Connections. On the Setup card, choose Field mapping reviewed. The Field mapping page opens for your CRM.

2. Pick a record type

   Choose Contact, Deal or Company. Each record type has its own mapping.

3. Fill the rows

   Each row pairs a Captured field on the left with a CRM field on the right. Type the captured field's name, such as email, phone, fullName, company, title or website. Use tags to send tags. Choose Auto-map to fill empty rows whose names match a CRM field.

4. Choose the CRM field

   In each row, choose the CRM field from the list. It shows fields read live from your CRM, custom fields included. Leave — Not mapped — to skip a row.

5. Set what happens to existing values

   In If the CRM already has a value, choose Fill if empty, Always overwrite or Do not sync (including new records).

6. Set matching and defaults

   Under Matching and defaults, list the fields used to find an existing record in Fields used to find an existing record, such as email, phone. Then choose a Default owner and a Preferred pipeline, or leave them on No default owner and No preferred pipeline.

7. Save the mapping

   Optionally choose Preview sample payload to see what a sample record would send. Then choose Save field mapping.

Result: the page confirms Field mapping saved. and new leads follow your rules.