Mapping submissions to Customers helps lead follow-up appear in Customer 360.

What this feature is for

• Mapping submissions to Customers helps lead follow-up appear in Customer 360.

When to use it

• A form collects email and should create or update a customer record.
• You want form leads available for audiences and journeys.

Do it manually

1. Open the form detail.
2. Confirm it collects an email field.
3. Check People or customer sync settings.
4. Submit a test with a new email and an existing email.
5. Open Customers to confirm the record and timeline activity.

Ask Faster AI

Check whether [form name] creates or updates customer records. If not, tell me what field mapping is missing and how to fix it.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of map form submissions to customer records.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Understand Customer 360
• Connect a form to a journey