Field mappings

Field mappings control how visitor and company data from Navattic demos flows into your CRM system. This guide covers setup, available fields, and best practices for HubSpot, Salesforce, Marketo, and Pardot.

How to configure field mappings

Field mappings are configured directly within each integration’s settings:

1. Navigate to Integrations in your Navattic workspace
2. Select your connected CRM integration
3. Click the Settings tab
4. Select Field Mapping from the dropdown menu

Default field mappings

Default field mappings are the default properties that come mapped to standard CRM fields when you connect an integration. For the full list, see Default properties.

Map custom properties

You can map any property to a CRM field.

1. Create the property in Settings > Properties. See Custom properties.
2. Open the field mapping settings for your integration.
3. Map the property to the matching CRM field.

Best practices for field mappings

• Keep field names consistent between Navattic and your CRM
• Test form mappings with sample submissions
• Consider required vs. optional fields in both systems

Next steps

For integration-specific setup details, see: