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."

How to Access

Go to Meta Leads → Field Mapping in the sidebar.

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

How Field Mapping Works

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

{
  "full_name": "John Smith",
  "email": "[email protected]",
  "phone_number": "+1234567890",
  "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

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

tip

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

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

4. 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)

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!

tip

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!

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

Removing Mappings

To remove a custom mapping:

1. Click the red ✕ button next to the mapping row
2. Click "Save Mappings"

warning

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

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!

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.

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