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Map form fields to your CRM

Intermediate5 minWritten guide

Step by step

  1. 1

    Confirm the native connector is validated before selecting it and the form.

  2. 2

    Choose the object or entity and load its metadata.

  3. 3

    Ask AI to propose mappings, or map fields manually.

  4. 4

    Review every proposed field.

  5. 5

    Choose create, update or upsert behavior, then save the mapping.

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Create, update or upsert CRM records

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