CRM mapping for appointment questions allows responses that people provide during booking to be automatically saved to specific fields (attributes) in your CRM. Instead of manually transferring information, data flows directly into the right attributes during the booking process.
What is this feature for?
CRM mapping of appointment questions offers several benefits:
Time savings: No need to manually transfer responses to the CRM
Data quality: Information automatically lands in the correct attribute without transcription errors
Better preparation: Relevant information is available before the appointment, allowing your team to enter conversations fully prepared
Automated workflows: Responses can trigger routing rules and automations (e.g., forwarding to specialized teams based on company size)
Complete documentation: All information is stored centrally in the CRM and visible to your entire team
Lead qualification: Important qualification information like budget or timeline is captured at first contact
Before you can link a question with a CRM attribute, the attribute must already exist (unless it's a standard attribute). To learn how to create custom attributes, read our article on the topic.
Step-by-Step Guide
1. Select a Scheduling Page
In your Zeeg Dashboard, click Scheduling Pages in the menu and select the scheduling page you want to edit questions for. Alternatively, you can create a new scheduling page.
2. Navigate to "Questions" in the menu
3. Create or edit a question
You have two options:
Create a new question: Click +New in the top right corner
Edit an existing question: Click the three dots next to the question you want to modify
4. The question pop-up opens
In this pop-up, you'll decide which CRM attribute the question responses should be mapped to.
Examples: A recruiter might ask about a candidate's salary expectations before an interview, ensuring this information is available in the CRM beforehand. Or a sales representative might ask before a real estate financing consultation whether the client already owns a property.
5. Enter your question
Type your question (e.g., "What are your salary expectations for this position?") and choose whether it should be required.
6. Select an answer type
Choose your answer type. In our example, it's text input..
Other available question types include:
Text input
Dropdown menu
Multiple choice
Date
Text area
7. Set up CRM mapping
Define which CRM attribute the question should map to:
7.1 Click Switch to CRM mapping
7.2 Under Answer type, select the desired attribute (e.g., "Salary Expectations")
If the CRM attribute isn't a standard attribute, it must be created first before it appears in the selection.
8. Choose the overwrite option (optional)
If you enable the Override existing attribute toggle, existing values in the record will be replaced when the person or company already exists in the CRM and the attribute already contains a value.
When should I enable this option?
When the new information is more current than existing data
When you want to ensure the most recent information is always saved
When should I leave this option disabled?
When you don't want to overwrite existing information
When you only want to fill in missing values
9. Save
Click Save to complete the configuration.
From now on, all responses to this question will be automatically added to the mapped CRM attribute. Using the recruiter example: When a candidate books an interview and provides salary expectations, this information automatically appears in the corresponding attribute of their contact record in the CRM.
Frequently Asked Questions
Can I map one question to multiple CRM attributes?
No, each question can only map to one CRM attribute. If you want to populate multiple attributes, create separate questions for each one.
What happens if I map a question to an attribute but later delete the attribute?
The question remains, but the CRM mapping stops working. You should either create a new attribute and remap the question, or remove the mapping entirely.
Does the question type need to match the attribute type?
Yes, question types and attribute types must match. A text field must map to a text attribute, a dropdown to a dropdown attribute, etc. Otherwise, data storage errors may occur. Special advantage with dropdown fields: When you map a dropdown question to an existing dropdown attribute in the CRM, the question automatically adopts the attribute's selection options. You don't need to re-enter the options – Zeeg automatically uses the values already defined in the CRM attribute.
Can I change a question's CRM mapping later?
Yes, you can change the mapping at any time. However, note that future responses will be saved to the new attribute. Previously captured data won't be automatically transferred.
What happens when "Overwrite existing attribute" is disabled and the person already has a value?
The existing value won't be overwritten. The new response is ignored if the attribute already contains data.
Are responses still saved if the person later cancels the appointment?
Yes, responses are saved immediately in the CRM during the booking process, regardless of whether the appointment takes place or is canceled later.
Can I populate standard contact fields like "Email" or "Phone" via CRM mapping?
Yes, you can map standard fields as well. However, note that email and name are already automatically captured as standard fields during the booking process.
Is there a limit to how many questions I can link with CRM attributes?
No, there's no limit. However, for conversion optimization, you should keep the number of questions during booking as low as possible (3-5 questions is optimal).