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Mapping Fields on the form to Deal Custom Fields in FUB

Connect data on your form to fields within the deal in Follow Up Boss

Mihir Lodhavia avatar
Written by Mihir Lodhavia
Updated over 3 weeks ago

To connect the fields on your forms to the deal custom fields, you need to map the fields one at a time. This article will show how you can do it.

Step 1: Click on Field Mapping button in the left panel in your InterFace account.

Step 2: Once in, you may see fields that are already mapped. To map a new field, click on New Sync button on top right.

Step 3: Select the field on the form.

Step 4: Select "Deal" within the action step, and select the field within the deal.

Step 5: Click on Save Changes.

Remember to test your mapping by submitting a dummy entry. Additionally, you need to make sure that the field type on the form matches the field type in FUB. For example, a text field on the form should be mapped to a text field in FUB. A date field cannot be mapped to a number field, for example.

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