Overview
Field mapping is in workspace settings, under the integrations section. To access it, go to Settings → Integrations, then select the Configure button next to your CRM integration to open Field Mapping.
Field mapping is available on all native CRM integrations:
- HubSpot.
- Salesforce.
- Dynamics.
Field mapping requirements
First name, last name, and email are required fields in the field mapper. These can’t be removed or edited.
Text-based fields are the most widely supported custom field type. Other types are also supported, including dropdown menus and checkboxes from custom lead forms, and additional field types available on specific CRM platforms.
Most field types, including checkboxes and dropdowns, can be mapped into a text field. You can’t always map a text field into a checkbox or dropdown.
Field mapping defaults
When a CRM integration is created, Blinq loads a default set of field mappings as a baseline. You can customize this configuration after setup using the field mapping menu.
Using the field mapper
Open field mapping
Go to Settings → Integrations, then select Configure next to your CRM to open the field mapper.
Add a new mapping
Click Add mapping to create a new row.
Select the Blinq field
In the Blinq field column, choose the contact field you want to export.
Select the CRM field
In the CRM field column, choose the destination field in your CRM.
Save
Click Save to apply the mapping. New contacts will sync using the updated configuration.
Removing a field mapping
Required fields (first name, last name, and email) can’t be removed.
To remove a mapping, click the delete icon on the row you want to remove, then save your changes.
Need help?
For any questions or issues, contact Blinq support or email support@blinq.me.