Send data between steps by mapping fields

Field mapping is a way to connect two fields so data flows between them. When you map fields, your Zap will automatically take the output of the first field and enter it as an input in the second field. This is how you enter dynamic values in the second step. 

Field mapping is a powerful tool to build dynamic and flexible workflows. Learn more about how field mapping works.

Map fields

To map fields when you set up your Zap action:

1. Click the plus sign icon in the field you want to map a field to. A modal will open.
2. In the modal, select one or more fields from a previous step that has the information you want to use.

Tip

You can use both static and dynamic values in an action.

Example

Whenever you create a new customer in your spreadsheet, you want to create a new lead in your customer relationship management (CRM) app and use the info from the spreadsheet to fill out the fields in the CRM step. When you click on the phone number field in the CRM action, the modal will show all fields received from the spreadsheet that triggered the Zap. Clicking any of those fields will map them to the phone number field in the CRM action. So, when someone fills out the phone number field in your signup form, the Zap will send their phone number to your CRM.

Limitations

• You can only map fields from a previous step to a subsequent step. You can’t map fields from a later step to a previous step.
• If you reorder or duplicate action steps or paths within a Zap or copy and paste triggers and actions across Zaps, you must re-map your fields in those steps.
• When a step errors, it will not generate any output.
  • Any fields in subsequent steps that are mapped to the errored step will not receive any data, including any error handlers.