Monday Field Mapping
You can set up field mappings to ensure your Popl Lead data ends up where you need it in your CRM.
Customize your Field Mappings
Popl default fields, enriched data, and lead qualifiers, can be synced to fields in Monday. Default mappings can be modified or replaced. To add additional mappings, navigate to the field mapping tab.
The following are the default Lead mappings. You can customize these mappings to include lead qualifiers and enriched data.
Full Name
Name
Number
Phone
Job Title
Title
Company
Company
To add a mapping, click Add Mapping in the top-right corner of the Field mappings tab. From here, select the Monday field, then choose the Popl field you would like to map from.
Sync Logic For Field Mappings
After choosing which fields you want to map, you can adjust the sync behavior. You can choose between overwrite, complete if missing, or append.
Overwrite field: If a value already exists for an object in Monday, replace that data with the Popl field.
Complete if missing: Only use the Popl value if the existing field is empty. Otherwise leave the field value as is in Monday.
Append: Add Popl values to fields that may already have data, instead of replacing it.
Mapping Types
Dynamic Mappings - Dynamic mappings allow Popl to send real-time data from each individual lead into the corresponding Monday field. This means the value that syncs will change based on the information captured during the lead exchange.Use dynamic mappings when you want Monday fields to reflect unique data for every synced record.
Fixed Mappings - Fixed mappings allow you to send the same preset value to a Monday field for every synced record. To set a fixed mapping, click into the Popl field, select “Fixed Mapping,” and enter the constant value you want applied to all synced people in Monday. Use fixed mappings when you need a consistent, unchanging value.
Save Settings
Once you have configured your field mappings, be sure to save your changes. You can do this by clicking Save in the top-right corner of the field mapping tab.
Once your mappings and sync behaviors are set, your integration runs seamlessly, automatically delivering the right data to the right Monday fields every time.
Need Help?
Contact Popl Support – our team is available to assist at [email protected].
With 🤍 from Popl.
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