Field Mappings

Field Mappings allow you to map WhatsApp Flow form fields to your CRM contact fields. When a customer submits a flow, the mapped fields are automatically used to create or update the contact record in your CRM.

• Accessing Field Mappings
• Configuring Mappings
  • Map To Options
  • Standard Contact Fields
  • Custom Fields
• How Mapping Works

Accessing Field Mappings

From the WhatsApp Flows list, click the three-dot menu on a flow and select Field Mappings.

Configuring Mappings

The Field Mappings page displays all fields from your flow with the following columns:

Column	Description
Flow Field	The field label and internal field name from the flow
Field Type	The component type (TextInput, TextArea, RadioButtonsGroup, Dropdown, DatePicker, Optin, etc.)
Map To	Where to map this field — Skip, Contact Field, or Custom Field
Target	The specific CRM field to map to

Map To Options

For each flow field, you can choose one of three mapping types:

Option	Description
Skip	Do not map this field — the value will still appear in submissions but won't update any contact data
Contact Field	Map to a standard CRM contact field (First Name, Last Name, Email, Company, Notes, etc.)
Custom Field	Map to a custom field you've created in your CRM (e.g., joining_date, membership_type)

Standard Contact Fields

When you select Contact Field as the mapping type, you can map to these standard fields:

• First Name
• Last Name
• Email
• Company
• Notes

INFO

Multiple flow fields can be mapped to the Notes field. When this happens, all mapped values are appended to the contact's notes.

Custom Fields

When you select Custom Field, you can map to any custom field you've created in your CRM setup. This is useful for storing specialized data like:

• Dates (e.g., preferred appointment date, joining date)
• Categories or preferences selected by the customer
• Any other data specific to your business

TIP

Make sure to create your custom fields in Setup > Custom Fields before configuring field mappings. The custom field type should be compatible with the flow field type for proper data storage.

How Mapping Works

1. Customer submits a WhatsApp Flow form
2. The system checks if a contact with the same phone number exists
3. If the contact exists, the mapped fields are updated with the new values
4. If the contact doesn't exist, a new contact is created with the mapped field values
5. Any field set to Skip is ignored for contact updates but still stored in the submission record

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Next: Set up Automations to trigger actions like sending messages, assigning agents, or calling webhooks when submissions are received.