Mapping Custom Fields to the CRM
Mapping Custom Fields to the CRM
Follow this 3-step process to automatically map custom fields from Signals to the CRM.
Go to app.getsignals.ai
1. Click "Contact Custom Fields"
Click on "Contacts" in the left sidebar, then click on the "Contact Custom Fields" tab.
2. Click here
Create a custom field using the "Add Custom Field" button in the upper-right corner of the page. Fill out your custom field details in the subsequence pop-up modal.
3. Use Case: Question Skill
Use bot skills to automatically fill these fields through chat. For example, you can map response to contact attribute within a Question skill to populate your custom field with a visitor's answer to a question.
4. Use Case: Conversation Goal
You can also set contact attribute within a Conversation Goal skill to map hidden fields to the CRM.
5. Map to CRM
Now, map your custom fields to your CRM in the integrations page. To get here, click on your Profile in the bottom-left corner, then go to "Integrations." Once you're in the CRM tab, navigate to "Leads" and map your fields from there.
