Send Data to Your CRM & Other Tools
Learn how to connect your form tool to your CRM & other tools and map the new attribution data across
The third step in getting Attributer set up is to add the map the data you receive from the hidden fields you added in step 2 into your CRM & other tools. In this article, we'll give you general instructions on how to approach this.
General instructions
Generally speaking, what you need to do here is map the new hidden fields you added to your form to contact properties in your CRM.
This mapping would then ensure that the data that Attributer adds to the hidden fields on your forms get sent to contact properties in your CRM alongside each contact record and you can run the reports you need.
Specific instructions
Using your CRM's built-in form builder
If you are using the default form tool from your CRM (like Salesforce's web to lead forms), then the data entered by Attributer into the hidden fields on your form should automatically flow into your desired tool. This is because when creating the forms, you were likely adding existing contact properties to the form and therefore there is already a mapping between the field on the form and the contact property where you need it to be.
Using a 3rd party form builder
If however you are using a 3rd party form builder (Gravity Forms, Contact Form 7, WPForms, etc) then you will need to map the data from the form tool into your CRM.
The process for doing this will differ depending on what form tool you use, but as an example here's how to do it in Gravity Forms:
As you can see from the highlighted section of the screenshot above, you need to map the data captured in your hidden fields to the fields in your CRM. That way, when a lead submits a form the marketing channel data that has been written into the hidden fields is passed into your CRM alongside the lead.
If you are already sending data from a 3rd party form builder to your CRM, then it's likely you already have an integration configured and you simply need to add the new hidden fields to the configuration.
We understand this can be a bit confusing, so if you need help you can book a time with our team here and we'll walk you through the setup.
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