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General

How to create a Custom Mapping for your CRM

General Training

3

min read

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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.

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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.

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