Map Form Fields to CRM Fields

Tell Alvorant where submitted information belongs in the CRM.

Step-by-step instructions

1. 1

   Confirm the native CRM connector is marked validated, then choose a form and CRM connection.

2. 2

   Select object/entity.

3. 3

   Load CRM metadata.

4. 4

   Ask AI to propose mapping or map manually.

5. 5

   Review every proposed field.

6. 6

   Choose create/update/upsert behavior.

7. 7

   Save mapping.