FAQs in this section
What is Clickatell?
What are the Prerequisites to Integrate Clickatell with Vtiger CRM?
How to Install Clickatell Extension In Vtiger CRM?
What is IMI Mobile?
What are the Prerequisites for Using IMI Mobile with Vtiger CRM?
How to Install IMI Extension In Vtiger CRM?
What is Gupshup?
What are the Prerequisites of Integrating Gupshup With Vtiger CRM?
How to Install Gupshup Extension In Vtiger CRM?
What is a Lead Form?
What are Google Lead Form Extensions?
What is Integrating Google Lead Form Extensions with Vtiger CRM
What are the Benefits of Google Lead Form Extensions Integration?
What are the Prerequisites for Google Lead Form Extensions Integration?
What is the Installation process for Google Lead Form Extensions Integration?
What are the two platforms used for Google Lead Form Extensions Integration?
What is the Google Lead Form Extensions Integration process with Vtiger CRM?
What are the pivotal and mandatory details of Create your lead form used for Google Lead Form Extension Integration?
How to Retrieve the Webhook URL and Key from Vtiger CRM Google Leads page?
What are Google Ads?
What is Webhook Url?
What is Google Key?
What is Ozonetel?
What is Ozonetel gateway in Vtiger CRM?
What are the prerequisites to integrate Ozonetel with Vtiger CRM?
Where is Ozonetel available in Vtiger CRM?
How are Ozonetel calls connected in Vtiger CRM?
What are the benefits of integrating Ozonetel with Vtiger CRM?
What are the key terminologies for Ozonetel integration with Vtiger CRM?
How to install the Ozonetel extensions Vtiger CRM?
How to integrate Ozonetel with Vtiger CRM?
How to configure Ozonetel Agent Login?
How to place outgoing phone calls using Ozonetel in Vtiger CRM?
How to receive incoming phone calls using Ozonetel in Vtiger CRM?
What are the call statuses in Vtiger CRM?
Can I sign into a Telnyx account using Gmail and Yahoo Ids?
What do you mean by SMS-enabled phone number?
What should I do to buy an SMS-enabled phone number?
Can I send SMS from a local number?
What do you mean by API key?
Do I need an API key to integrate with Vtiger CRM?
Why should I choose an SMS-enabled phone number?
What is Callback URL?
How do you install the Telnyx app in Vtiger CRM?
How do you set up a Telnyx account in Vtiger CRM?
What is the SMS Alert gateway?
What is the SMS Alert Vtiger CRM integration?
What are the limitations of the SMS Alert integration with Vtiger CRM?
Is SMS Alerts both outbound and Inbound?
Can I install SMS Alerts from the Extension Store?
Can I create an SMS Alert account with Gmail ID?
What do you mean by credits?
Do I get free credits when I log in for the first time?
Can I make calls using SMS Alerts?
What are the benefits of an SMS Alert gateway?
What do you mean by Sender ID?
How can I install SMS Alerts in Vtiger CRM?
Where can I find the installed SMS Alerts app in Vtiger CRM?
How can I generate an API key and Sender ID in the SMS Alert account?
What to perform Field Mapping and complete Google Lead Form Extensions with Vtiger CRM?
Table of Contents
Navigate back to the Vtiger CRM Google Leads Page from where you retrieved the webhook URL and Google Key.
Follow the below steps to complete the Google Leads Form Extensions Integration
Now let us understand how the Google Lead Form Extension fields are mapped with Vtiger CRM fields.
Field mapping is the process of mapping or matching the fields in a Google Lead Form to related fields and modules in the CRM.
Mapping ensures that data flows smoothly from the Lead form into CRM and is stored in the correct records. To integrate Google Lead Forms successfully with Vtiger CRM, you have to map Google Label and Google Columns to the respective CRM fields.
For example, you can map Google Label 'User Phone' and Google Column 'PHONE_NUMBER' to the 'Mobile Phone' field in Vtiger CRM.
So when a customer enters their phone number in the Google form, the number is stored in the Mobile Phone field in the respective contact or lead record of the customer.
Follow these steps for field mapping:
Follow the below steps to complete the Google Leads Form Extensions Integration
- Click Load Google form fields form TEST DATA to display a pop-up window with the field mapping data.
Now let us understand how the Google Lead Form Extension fields are mapped with Vtiger CRM fields.
Field Mapping to integrate Google Lead Forms with Vtiger CRM
What is field mapping?Field mapping is the process of mapping or matching the fields in a Google Lead Form to related fields and modules in the CRM.
Mapping ensures that data flows smoothly from the Lead form into CRM and is stored in the correct records. To integrate Google Lead Forms successfully with Vtiger CRM, you have to map Google Label and Google Columns to the respective CRM fields.
For example, you can map Google Label 'User Phone' and Google Column 'PHONE_NUMBER' to the 'Mobile Phone' field in Vtiger CRM.
So when a customer enters their phone number in the Google form, the number is stored in the Mobile Phone field in the respective contact or lead record of the customer.
Follow these steps for field mapping:
- Look for the required Google Label and Google Column.
- In the CRM Field, select a suitable field from the dropdown.
- Click Save.
- The system displays a success message if the mapping was successful.
- Clicking Save navigates you to the below screen.
- The icon beside Actions provides the 'show field mapping' option where you can view the fields that have been mapped as shown in the image below.
- Hovering the mouse to the right of the icon gives you the Edit and Delete options which will help you make changes or delete the fields that have been mapped as shown in the below image.
- Clicking the View Sync Log button lets you view sync logs as shown in the below image.
- Clicking on the ‘number’ of records created will take you to the Google Leads Sync-Log screen.
- Clicking on the Record Name will take you to the contacts or leads record of the customer on the Contacts or Leads module where you can retrieve the details of the particular contact or lead.
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