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Form Mapping and Integration

All information about Form Mapping and Integration

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

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

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

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: 

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