Efficiently synchronize data between your InterFace webforms and Follow Up Boss custom fields. Our versatile field mapping feature ensures seamless alignment between your form data and the corresponding fields in Follow Up Boss. This guide will walk you through the process of field mapping, ensuring accurate data transfer and minimizing manual entry.
Mapping Fields: Form to Follow Up Boss Custom Fields
Custom fields in Follow Up Boss come in two types: Contact Custom Fields and Deal Custom Fields. Regardless of the field type you wish to map to, it is a straightforward process:
Identify the Fields: Identify the fields on your InterFace webform that you want to map to Follow Up Boss. Make a note of the field name as it appears on your form.
Mapping to Custom Fields: For each field you want to map, provide us with the name of the field on your webform and the name of the corresponding custom field in Follow Up Boss that it should be linked to. You can do this by sending an email to [email protected].
Alternate Method - Google Spreadsheet: For a more organized approach, use a Google spreadsheet to list the mapping details. Create columns for webform fields and corresponding Follow Up Boss custom fields. Share this spreadsheet with our support team via email.
One-to-Many Mapping: You can sync a single field from your webform to multiple custom fields in Follow Up Boss.
Concatenating Text Fields: Merge multiple text fields on your webform and map them to a single text field in Follow Up Boss. This helps consolidate information while retaining clarity.
Advantages of Deal Custom Fields: Deal custom fields in Follow Up Boss offer the advantage of handling multiple deals for a single contact without losing data. Additionally, these deal custom fields can be bidirectionally synced with fields in Sisu.
Benefits of Field Mapping with InterFace
Streamlined Workflow: Automated data synchronization between your webforms and Follow Up Boss custom fields eliminates manual data entry.
Format Flexibility: Field mapping accommodates various formats, ensuring a seamless connection between forms and Follow Up Boss.
Advanced Mapping: Map a single form field to multiple custom fields for more comprehensive data transfer.
Deal Management: Utilize Deal Custom Fields in Follow Up Boss to manage multiple deals for a single contact without data loss.
Enhance your workflow and optimize data synchronization between your InterFace webforms and Follow Up Boss custom fields. For any queries or assistance, feel free to contact our support team. We're here to help you maximize the potential of our platform's features!