Label-Field Mapping in Form Automation
Previously, when generating a deal card through form automation, the system automatically generated a label based on the default pipeline, reflecting the information present on
Form Mapping and Integration
All information about Form Mapping and Integration
Map Deal Category to Form Field
Previously, when creating a deal card using form automation, the system automatically assigned a category based on the default pipeline. This category simply mirrored the
Reverse Data Mapping from Forms Module
InsuredMine now has a new feature that improves the form automation called “Reverse Data Mapping”. Users can now simply map data of InsuredMine contact &
Map Deal Card and Contact Items from the Form
Navigate to Forms and click on the settings icon under the action section. A panel will open to Create a Deal Card in Pipeline Settings.
New fields in Form Automation
In Form Automation, new fields have been introduced: Lead Source, Contact Status, Deal Type, Select Multiple Agents. In the email notification section, you can now
Static Field Mapping in Form Fields Mapping
Now you can add any static value to any form. If any lead fills in data while completing the form and submits it, the deal
The static field in the form automation pipeline setting is updated
Update – Added 2 new static fields to the form automation pipeline setting. Use case – Easier to set the preferred mode of communication and
X Date field in form automation
Update – X Date added as an option under the pipeline setting of forms Use case – Auto-populates X Date information in Contacts/Accounts Process:
Creating a contact from a submitted form
In this article, you will learn: How to create a contact from the form once it is submitted? You can create a contact from a
Deal Category Mapping in Form Automation
You can map the deal category while setting up form automation. So, all the categories that are mentioned while setting form automation will be mapped
