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How to map Relevize fields to CRM fields

Patrick Allen avatar
Written by Patrick Allen
Updated over 5 months ago

Get Started:

  1. Log into Relevize and go to relevize.com/spa/p/settings

  2. Click on the "Integrations" tab

Step 1 Click "Edit field mappings" under the connector you're using

Step 2 Verify that the mappings look correct and add any that are missing

For Hubspot List Users: to add leads to a Hubspot List, create a template field with "list_id" as the remote name. The field on the right should be the number ID of the list you're adding leads to.

How to map custom questions & hidden fields from LinkedIn forms.

To map custom questions and hidden fields from LinkedIn forms, select a template Relevize Lead field, and use the syntax {questions["Name of Question"]} in the Value field.

✅ All set! You can now send a test lead and verify the data appears correctly on your CRM.

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