When connecting apps and syncing contacts you have the possibility to map the relevant fields so that Outfunnel can sync over the data.
💡 Outfunnel connects data between contact and organization fields. If you need to sync deal fields, see here.
The following field types and mappings are supported:
Source field type | Destination field type |
Text | Text, Phone, Number, Single option, Multiple option, Address, Tag, URL |
Number | Number, Phone, Monetary, Text |
Phone | Phone, Number, Text, |
Date | Date, Text |
Monetary | Number |
Single option | Single option, Text, Multiple option |
Multiple option | Multiple option, Text, Tag, Single option |
Address | Address, Text |
Tag | Tag, Multiple option, Text, Single option |
URL | Text, URL |
File upload | Text, URL |
Unique cases
Mapping multiple option field <> text field
When syncing data from multiple option field to text field Outfunnel separates values in the text field by a comma.
When syncing data from text field to multiple option field please ensure that data is separated by ", " in the text field. For example, "lead, customer, employee" and that the values pre-exist in the multiple option field.
Mailchimp address field
Mailchimp address field only populates if Street name, city, and postal code are present. We also recommend including the country as otherwise Mailchimp defaults it to US and the sync may fail if the address is not in the US.
Pre-create field values for single and multiple option fields
Please ensure the options are pre-created (case insensitive) on both platforms. For example, if you map the Tag field between two platforms and want to have the value "lead" synced from platform A > B then ensure that this value exists in this field on platform B.
💡 The only exceptions are Mailchimp and ActiveCampaign Tag fields where values get created automatically.
Mapping single option field <> multiple option field
Typically, this field mapping would not be possible on other platforms but with Outfunnel you can map single option fields with multiple option fields. In this scenario, only the first multiple option value gets synced.
Klaviyo fields not showing in field mapping
Due to Klaviyo API, Outfunnel cannot show all the Klaviyo fields in the field mapping. As a workaround, please use "add new property" option and specify the field name as it appears in Klaviyo. As long as the field name is the same Outfunnel will create the link with the original field.
Unsupported fields per app
Please reach out to our support if you need to sync any of these field types 👇
App | Field type |
Copper |
|
Hubspot |
|
ActiveCampaign |
|
Mailchimp |
|
Pipedrive |
|
Contact Form 7 |
|
Gravity Forms |
|
Elementor Forms |
|
Klaviyo |
|