What are Field Mappings?

Field Mappings keep your lead data clean and consistent by matching different field names from forms, chats, or imports into a unified field in the Lead Manager.

Why Use Field Mappings?

Without Field Mappings, capturing leads from multiple sources and channels can quickly become confusing. Every form or source might use different field names (e.g., “area_0001”, “region_xyz”, “service_area”) to capture the same information, leaving you with scattered data and frustrating reports.

Field Mappings solves this by standardizing those differences. With them, you can:

• Standardize fields with different names so “service_area,” “region_xyz”, and “area_0001” all show up under one consistent column with a name of your choice.
• Keep reporting accurate by preventing the same data from being split across multiple columns.
• Simplify filtering and analysis by making sure you don’t have to look across multiple versions of the same field.
• Combine multiple inputs into one field (e.g., merge “First Name” + “Last Name” into a single “Full Name” column).
• Enable automation by using Mapped Fields in Lead Intelligence rules.

In short, Field Mappings make your data usable.

Examples of How Businesses Use Field Mappings

Field Mappings are essential for any business capturing leads from multiple channels. Here are a few examples:

• HVAC company: Maps fields like “area_0001” and “Area of Service” into a single “Service Area” column. This lets them instantly compare installs vs. repairs by region.
• Plumbing company: Combines separate “First Name” and “Last Name” inputs into one “Full Name” column, making reports cleaner and easier to read.
• Dental clinic: Maps fields like “Cosmetic_Treatment” and “Service_Type” into one “Treatment Type” column. This shows which procedures drive the most new patient leads.
• Sales team: Normalizes fields like “Rep_ID” and “Assigned_To” into one “Sales Rep” column. This ensures that every lead is clearly tied to an owner, maintaining accountability.

Related Topics

• Add a Field Mapping
• Use Field Mappings
• Find Your Mapped Fields
• Organize the Lead Manager with Mapped Fields
• Use Mapped Fields in Reports