Article Feedback

Was this article helpful to your journey? Anything we missed or could expand on? Let us know below.

For specific help with your account or use case, please contact our Customer Support team directly.

Name fields cannot be left blank and cannot use special characters
Please enter a valid business email. Field cannot be left blank.
Field cannot be left blank.
Submit

By submitting this form, you agree to the Seamless.AI Terms of Use & Privacy Policy

Icon of an exclamation mark in a circle
Uh oh, please make sure all fields are complete.
Thank you for your feedback! We've sent it to our team for review.
Icon of an exclamation mark in a circle
Oops! Something went wrong while submitting the form.
General

How to create a Custom Mapping for your CRM

General Training

3

min read

Custom mappings can be utilized to map a static or set value into your CRM to ensure that you can have information sent in to your system given it is a required field and it does not line up with a Default Seamless field.

Getting Started

Custom mappings can be utilized to map a static or set value into your CRM to ensure that you can have information sent in to your system given it is a required field and it does not line up with a Default Seamless field.

1. Click on the User Icon in the bottom left hand corner followed by Settings and CRM Setup.

image.png

2. Scroll down to the bottom of the page and click the "Create Custom Mapping" button. From here a Static value can be filled out within the Seamless.AI Field section and a field to import this value into can be selected from your CRM fields.

image.png

Was this article helpful?

👍
Yes
👎
No
Discover More

Topic Related Articles

Sort
No items found.
No items found.
No items found.
No items found.