> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM Field Mapping

> Map form fields to CRM properties, configure create/update automations, prefill, and attribute submissions in Introw.

**Open in Introw:** [Forms](https://app.introw.io/forms)

## 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

<Steps>
  <Step title="Open the form">
    On [Forms](https://app.introw.io/forms), open the form and its Form builder tab.
  </Step>

  <Step title="Map fields">
    Map each relevant field to a CRM object and property.
  </Step>

  <Step title="Configure CRM automations">
    In the Automation tab, set how each object is created or updated.
  </Step>

  <Step title="Set attribution">
    Add attribution mappings so records tie to the partner.
  </Step>

  <Step title="Test a submission">
    Submit a test and confirm the CRM records are correct.
  </Step>
</Steps>

## How-to guides

<CardGroup cols={2}>
  <Card title="Connect a form to your CRM" icon="book-open" href="/features/forms/crm-field-mapping/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.
  </Card>
</CardGroup>

## Limits & gotchas

<Warning>
  Mapping depends on a connected CRM integration, so connect HubSpot or Salesforce first. Write behavior matters: overwrite can replace existing CRM values, so use fill-if-empty when you only want to add missing data. Attribution requires the right mappings, or records may sync without being tied to the partner.
</Warning>

## 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.