Mapping Routing Form Questions to Global Fields

Each Question in your Routing form can be mapped to a Contact field to save their responses within a OnceHub Contact, as well as use it to send the data to third party integrations such as CRMs and Zapier.

For information on creating Contact Fields, please take a look at our Fields Library article.


Mapping a Question to a Contact Field

Each Routing form allows you to configure which Questions will be saved into a Contact field using the following steps:

  1. Open the Flow Builder Tab of the Routing Form.
  2. Select the Question you want to save to a Contact field.
  3. Select In the conversation and as a contact field in the pane on the right.
  4. Select the desired Contact Field from the dropdown.
  5. Click on Save
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