Comprehensive Fields Mapping Guide

Fields mapping is a crucial step that determines how data flows from your source to destination through LeadsBridge. This guide details the mapping process, advanced features, and troubleshooting steps.

Basic Mapping Process

When setting up your bridge, you’ll match source form fields with corresponding destination fields. Some key points:

• Optional fields like ‘Campaign’ and ‘Created time’ can remain unmapped
• Access additional destination fields via the Show unmapped fields button
• Preview mappings before finalizing to ensure accuracy

Advanced Lead Filtering

Available in Starter Plan and above

The Filter Incoming Leads tool offers sophisticated lead management:

1. Geographic Filtering

• Target specific regions or locations
• Automate regional lead distribution
• Ensure location-specific marketing compliance

2. Platform-Specific Filtering for:

• Facebook Custom Audiences
• Google Match Audiences
• LinkedIn Matched Audiences

Free plan users can access filtering features through a 14-day trial.

Formula Functions

With formulas, you can transform and standardize your data:

Text Manipulation

• Character removal and replacement
• String splitting and combination
• Text case modification
• Custom value insertion

Contact Information

• Phone number formatting
• Country code management
• Name field splitting (First/Last)
• Address standardization

Data Distribution

• Round Robin lead assignment
• Default value implementation
• Multiple field concatenation

Mandatory Fields

LeadsBridge automatically recognizes mandatory fields from your destination CRM:

• All required fields must contain valid data
• Empty values trigger synchronization errors
• System provides detailed error notifications
• Example: Mindbody integration requirements

Custom Fields Implementation

For specialized data requirements:

1. Access custom fields through the integration settings
2. Use specific ID formats (numeric/alphanumeric)
3. Reference software-specific documentation
4. Example: Klaviyo Custom Fields integration

Testing and Publishing

After completing your mapping:

1. Run test leads to verify correct data flow
2. Review field mappings for accuracy
3. Check for any error notifications
4. Publish your bridge when satisfied

Related Articles

• Fields Mapping: Adding Spaces Between Fields
• Fields Mapping: How to map multiple fields in one?
• Getting Started with LeadsBridge Formulas
• How to filter incoming leads on LeadsBridge
• Step-by-step guide on how to create a Bridge

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