When a prospect fills out a form, you often want the data filled out in the form to update correctly.
Using Guest Forms in Chili Piper, you will have the option to map fields to Salesforce fields directly, if you have Salesforce connected.
This allows you to capture prospect information in real time!
In order to map form fields to Salesforce or HubSpot CRM, you will first need to ensure you have your Guest Form set up with various fields depending on. your needs. Learn how to do this here.
You will also need to connect your organization to Salesforce as an integration within Chili Piper. Info on that here.
Mapping form fields
Form options typically match up to the API names of fields within Salesforce. In order for our form mapping to work, this is the key.
For example, you will have a default form field named "FirstName". "FirstName" is the API name of the prospect's first name within Salesforce on both the Lead / Contact objects:
So, let's say you've created a form field on your form called "Company Size". By default, this field will have no form mapping to Salesforce:
Using the dropdown menus, you can select the appropriate API field for both the Lead / Contact objects. Note that we have a quick search, as well as a filter so you can search specific field types.
The Lead and Contact will likely have different API names, depending on how they've been set up. Whether the prospect is added / updated as a Lead or Contact, the appropriate mapping will take place to the field you select here.
Now, when a prospect fills out the form and enters their company size, this will automatically populate the field in Salesforce with the text from that form entry. No coding or programming required.