🔀Field Mapping

Field mapping is how you tell the module: "When Facebook sends a field called email, put it in the Email field in Perfex CRM." 🗂️

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🔗 How to Access

Go to Meta Leads → Field Mapping in the sidebar.

Or navigate to: https://yourcrm.com/admin/facebookleadsintegration/field_mapping

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🧠 How Field Mapping Works

When someone fills out your Lead Form on Facebook/Instagram, the data looks like this:

{
  "full_name": "John Smith",
  "email": "[e-mail]",
  "phone_number": "[phone]",
  "company_name": "Acme Corp",
  "city": "New York"
}

The module needs to know where to put each value in Perfex CRM:

Facebook Field          →    Perfex CRM Field
─────────────────────────────────────────────
full_name               →    Lead Name
email                   →    Email
phone_number            →    Phone
company_name            →    Company
city                    →    City

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🔄 Default Mappings (Automatic!)

Good news! The module comes with built-in default mappings for common Facebook fields. These work automatically — no configuration needed! 🎉

Facebook Field	Perfex CRM Field	Auto-Mapped?
full_name	Lead Name	✅ Yes
first_name + last_name	Lead Name	✅ Yes
email	Email	✅ Yes
phone_number	Phone	✅ Yes
company_name	Company	✅ Yes
street_address	Address	✅ Yes
city	City	✅ Yes
state	State	✅ Yes
country	Country	✅ Yes
zip_code	Zip Code	✅ Yes
website	Website	✅ Yes
job_title	Position	✅ Yes

💡 If your Lead Form uses these standard Facebook field names, everything maps automatically! You don't need to configure anything.

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✏️ Custom Field Mappings

For any non-standard fields (custom questions in your Lead Form), you can create custom mappings.

Adding a Custom Mapping

1. Go to Field Mapping page

2. Click "Add Mapping" ➕

3. Fill in:

Column	What to Enter	Example
Facebook Field (left box)	The field name from your Lead Form	budget
Perfex CRM Field (right dropdown)	Where to store it in Perfex	"Description" or a custom field

1. Click "Save Mappings" 💾

Example: Custom Questions

Say your Lead Form asks: "What's your monthly budget?"

If you named the field monthly_budget in your Lead Form:

Facebook Field: monthly_budget    →    Perfex CRM Field: Description

Or if you have a custom field in Perfex:

Facebook Field: monthly_budget    →    Perfex CRM Field: leads_budget (custom)

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🏷️ Using Perfex CRM Custom Fields

If you've created custom fields for leads in Perfex CRM, they'll appear in the dropdown under "Custom Fields".

How to Create a Custom Field:

1. In Perfex CRM, go to Setup → Custom Fields

2. Click New Custom Field

3. Set:

   • Field Belongs To: Leads

   • Field Name: e.g., "Budget"

   • Slug: e.g., leads_budget

4. Save

This custom field will now appear in the Field Mapping dropdown! 🎉

💡 Pro tip: Name your Facebook form fields using the same slug as your Perfex custom fields (e.g., leads_budget), and they'll be automatically mapped without any manual configuration!

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🔍 Finding Your Facebook Field Names

Not sure what your Facebook form fields are called? Here's how to find out:

Method 1: Check the Lead Form in Ads Manager

1. Go to Facebook Ads Manager

2. Open your campaign → Ad set → Ad

3. Click on the Lead Form

4. Look at the field names (the "Field Name" or "Question ID")

Method 2: Check a Test Lead

1. Send a test lead from the module (Settings → "Send Test Lead")

2. Go to Sync History

3. Click on the test lead entry

4. You'll see the exact field names Facebook sent

Method 3: Use Facebook's Lead Ads Testing Tool

1. Go to Lead Ads Testing Tool

2. Select your Page and Form

3. Create a test lead

4. Check Sync History for the field names

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🗑️ Removing Mappings

To remove a custom mapping:

1. Click the red ✕ button next to the mapping row

2. Click "Save Mappings" 💾

⚠️ Removing a mapping doesn't delete existing leads — it only affects future leads.

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📋 Mapping Priority

When a lead comes in, the module processes fields in this order:

1. 🥇 Custom mappings (your manual configurations) — checked first

2. 🥈 Default mappings (built-in standard fields) — used as fallback

3. 🥉 Auto-detection (if field name matches a Perfex custom field slug)

This means your custom mappings always take priority over default ones!

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⚠️ Common Questions

"What if I don't configure any mappings?"

The default mappings will handle all standard fields automatically. You only need custom mappings for custom questions in your Lead Forms.

"What if Facebook sends a field I haven't mapped?"

It will be stored in the lead's Description field as additional data, so you never lose information.

"Can I map one Facebook field to multiple Perfex fields?"

Not directly — each Facebook field maps to one Perfex field. If you need this, use Perfex CRM's workflow automations.

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Ready to learn about Lead Ads? 👉 What Are Lead Ads?