> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gettap.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Field mapping

> Decide which CRM field each captured answer lands in.

Field mapping connects a lead capture field to a CRM property. Get it right once and every lead flows correctly; get it wrong and data arrives in the wrong column, or silently doesn't arrive at all.

<Frame caption="Each capture field pointed at a CRM field">
  ![An integration's configuration screen, mapping Tap capture fields to CRM fields.](https://cdn.gettap.co/docs/images/screens/teams-integration-detail.png)
</Frame>

## How mapping works

Each mapping is a pair: a capture field's **name** on one side, a CRM field on the other.

```text theme={null}
Tap capture field          CRM field
─────────────────          ─────────
full-name          ──────► First name + Last name
email              ──────► Email
company-name       ──────► Company
phone-mobile       ──────► Mobile phone
note               ──────► Description
```

The left-hand side is the field's `name`, never its `label`. This is why renaming a label is safe and changing a name is not — see [Lead capture forms](/en/leads/lead-capture-forms#labels-and-names).

## Built-in fields

Fields with reserved keys — `email`, `full-name`, `company-name`, `phone-mobile`, and the rest — map to your CRM's standard properties by default. Review the defaults, but you rarely need to change them.

<Tip>
  `full-name` is collected as one field but most CRMs store first and last name separately. Tap splits on the first space: "Mary Jane Watson" becomes "Mary" / "Jane Watson". If your market has naming conventions this handles badly, collect the parts separately with custom fields.
</Tip>

## Custom fields

Custom capture fields have no reserved meaning, so Tap can't guess where they belong. Map each one by hand.

<Steps>
  <Step title="Create the property in your CRM first">
    Tap can only map to fields that already exist. Create the custom property in HubSpot, Salesforce, or wherever, before you try to map to it.
  </Step>

  <Step title="Refresh the field list">
    Tap reads the available fields from your CRM when you open the mapping screen. If a property you just created isn't listed, reload the page.
  </Step>

  <Step title="Match the types">
    Map text to text, dates to dates. A free-text answer pushed into a CRM dropdown field is rejected by the CRM, and the whole record can fail with it.
  </Step>
</Steps>

## Unmapped fields

A captured field with no mapping is **still stored in Tap** — you can see it on the lead and include it in an export. It simply doesn't reach the CRM.

This is worth knowing when you add a field mid-campaign: leads captured before you set up the mapping aren't lost, they just need a re-sync or an export.

## Updating existing contacts

When a lead matches a contact already in your CRM, Tap merges rather than overwrites. Empty incoming values don't erase existing data — a blank phone number in the capture form won't wipe the phone number your CRM already has.

<Warning>
  Merge protects against blank overwrites, not against wrong ones. If a visitor mistypes their company name, that value **will** replace what's in the CRM. Merge means "don't erase with nothing", not "never change anything".
</Warning>

## Changing a mapping later

Mappings apply to leads captured **after** the change. Editing a mapping does not retroactively re-sync historical leads.

If you need to correct history, export the affected leads from Tap and import them into your CRM directly.

## Checklist before your first event

<AccordionGroup>
  <Accordion title="Every capture field has a mapping or a deliberate reason not to" icon="list-check">
    Walk the mapping screen top to bottom. An unmapped field is fine as long as it's a choice rather than an oversight.
  </Accordion>

  <Accordion title="Required CRM fields are all satisfied" icon="asterisk">
    If your CRM marks a property as required, every synced record must supply it. A required field with no mapping fails every single sync — and this is the most common cause of "nothing is arriving at all".
  </Accordion>

  <Accordion title="You've synced one real test lead" icon="vial">
    Capture a lead, open it in the CRM, and check each field individually. Five minutes here saves an event's worth of bad data.
  </Accordion>
</AccordionGroup>

<Card title="Something not arriving?" icon="wrench" href="/en/integrations/troubleshooting">
  Work through the troubleshooting guide.
</Card>


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