How it works
Mapping happens in two linked places. In the form builder, each field can be mapped to a CRM object and property, so the submitted value knows where it belongs. In the form’s Automation tab, CRM object automations decide what happens on submit: which object is created or updated, how each property is filled, and how the record is attributed to the partner. Forms can also prefill mapped fields from an existing CRM record when opened with that record’s context, so partners confirm known data instead of retyping it. Attribution mappings tie the created or updated records back to the submitting partner.Prerequisites
- A connected CRM integration (HubSpot or Salesforce).
- Write access to forms.
- Knowledge of the CRM objects and properties you want to write to.
Settings & configuration
Mapping is configured in the form builder and the form’s Automation tab.Field-level mapping
In a field’s settings, map it to a CRM object and property. The field then carries the property name and type so its value writes to the right place.CRM object automations
In the Automation tab, add a CRM object automation for each object a submission should affect. Configure how each property is set, either from a form field or a fixed value, and the write behavior, such as filling only if empty or overwriting.Create versus update
Automations control whether a submission creates a new record, updates an existing one, or skips creation. When a partner selects an existing CRM object in a field, you can choose whether to still create a new record.Partner attribution
Use attribution mappings so created or updated records are tied to the submitting partner, keeping partner-attached data attributed in the CRM.Prefill
When a form is opened with a CRM record’s context, mapped fields can prefill from that record so partners confirm rather than retype.Setup walkthrough
Open the form
On Forms, open the form and its Form builder tab.
How-to guides
Connect a form to your CRM
Map fields to CRM properties, control how submissions create or update records, attribute them to the partner, and prefill from known data.
Limits & gotchas
Troubleshooting
- A submission did not write to the CRM - the field is not mapped, or no CRM automation targets that object.
- An existing record was overwritten - the write behavior was set to overwrite instead of fill-if-empty.
- A record is not attributed to the partner - the attribution mappings are missing or incomplete.