All information about Form Mapping and Integration
Previously, when generating a deal card through form automation, the system automatically generated a label based on the default pipeline, reflecting the information present on
Previously, when creating a deal card using form automation, the system automatically assigned a category based on the default pipeline. This category simply mirrored the
InsuredMine now has a new feature that improves the form automation called “Reverse Data Mapping”. Users can now simply map data of InsuredMine contact &
Navigate to Forms and click on the settings icon under the action section. A panel will open to Create a Deal Card in Pipeline Settings.
In Form Automation, new fields have been introduced: Lead Source, Contact Status, Deal Type, Select Multiple Agents. In the email notification section, you can now
Now you can add any static value to any form. If any lead fills in data while completing the form and submits it, the deal
Update – Added 2 new static fields to the form automation pipeline setting. Use case – Easier to set the preferred mode of communication and
Update – X Date added as an option under the pipeline setting of forms Use case – Auto-populates X Date information in Contacts/Accounts Process:
In this article, you will learn: How to create a contact from the form once it is submitted? You can create a contact from a
You can map the deal category while setting up form automation. So, all the categories that are mentioned while setting form automation will be mapped
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