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How to Setup Custom Field Mapping

Set up custom field mapping to control how LinkedIn profile data and enriched contact info syncs to your CRM fields seamlessly.

Arpan Shah avatar
Written by Arpan Shah
Updated this week

Overview

Custom field mapping gives you complete control over how data flows from LinkedIn to your CRM system. This powerful feature allows you to define exactly which LinkedIn profile information and enriched data gets mapped to specific fields in your CRM, ensuring data is organized according to your team's workflow and requirements.


Accessing Field Mapping Settings

To configure your field mappings:

  1. Navigate to CRM Settings in the left menu

  2. Select Field Mappings section

  3. Choose between two available tabs:

    • Contact - For mapping individual LinkedIn profile data

    • Company - For mapping LinkedIn company information

Understanding the Field Mapping Interface

The field mapping interface is designed with a simple two-column layout:

Left Column: Source Data

  • Displays all available LinkedIn profile fields (more than 30 fields including Name, Job Title, LinkedIn Bio, Employer, and many more)

  • Shows enriched data fields (Professional Email, Phone Numbers, etc.)

  • For Company tab: Shows LinkedIn company fields

Right Column: CRM Field Selection

  • Contains dropdown menus with all available contact or company fields from your connected CRM

  • Only displays Phone and Text field types that are supported

  • Other field types (like multiselect) are filtered out and won't appear in the dropdown

Contact Field Mapping

In the Contact tab, you can map any of the 30+ available LinkedIn profile fields to corresponding contact fields in your CRM. Common examples include:

  • Name → Contact Name field

  • Job Title → Job Title field

  • LinkedIn Bio → Description or Notes field

  • Employer → Company field

  • Profile Contact Information ->Email → Email field

And many more fields covering comprehensive profile information like location, experience, education, skills, and additional contact details.

Simply select the appropriate CRM field from the dropdown next to each LinkedIn data field you want to sync.

Company Field Mapping

In the Company tab, you can map LinkedIn company information to your CRM's company or account fields. This ensures that when contacts are added, their associated company data is also properly synchronized to your CRM.

Mapping Enriched Data

Enriched data mapping works similarly to LinkedIn profile mapping, but offers additional flexibility for handling potentially conflicting information.

Option 1: Map to New Fields (Recommended)

When you map enriched data to new, unused CRM fields, both LinkedIn and enriched data are preserved:

Example:

  • LinkedIn: Profile Contact Information → Email

  • Enriched: Professional Email → Prof_Email (new field)

Result: Your contact will have both the LinkedIn email and the enriched professional email in separate fields.

Option 2: Map to Existing Fields (Data Overwrite)

When you map enriched data to a field already used for LinkedIn data, the enriched data will overwrite the LinkedIn data:

Example:

  • LinkedIn: Profile Contact Information → Email

  • Enriched: Professional Email → Email (same field)

Result: The LinkedIn email will be replaced with the enriched professional email.

When to Use Each Approach

Use New Fields When:

  • You want to preserve both LinkedIn and enriched data

  • Your team needs to compare different data sources

  • You have CRM fields available for additional contact information

  • You want to maintain a complete data trail

Use Existing Fields (Overwrite) When:

  • You prefer enriched data over LinkedIn profile data

  • You want to keep your CRM fields minimal and organized

  • Your workflow prioritizes the most accurate/current information

  • You trust enriched data quality over profile data

Disabling Enriched Data Sync

If you don't want certain enriched data to sync to your CRM:

  1. Locate the enriched data field you want to exclude

  2. Leave the corresponding dropdown blank or unselected

  3. The system will not send that enriched data to your CRM

Example: If "Professional Email" is left blank in the mapping, enriched email data stays only in LeadCRM and won't be pushed to your CRM.

Supported Field Types

Currently, custom field mapping supports:

  • Text fields - For names, job titles, descriptions, etc.

  • Phone fields - For phone numbers and contact information

  • Email fields - For email addresses

Other CRM field types (multiselect, picklists, etc.) are not currently supported and won't appear in the dropdown options.

Best Practices

Plan Your Mapping Strategy:

  • Decide whether you want to preserve both data sources or prioritize enriched data

  • Create dedicated CRM fields for enriched data if you want to maintain both datasets

  • Configure both Contact and Company mappings for comprehensive data flow

Review Field Compatibility:

  • Ensure your CRM fields can accommodate the data type and length

  • Test mappings with a few contacts before full deployment

Monitor Data Quality:

  • Regularly review how mapped data appears in your CRM

  • Adjust mappings if data isn't flowing as expected


Getting Started

  1. Navigate to CRM SettingsField Mappings in the left menu

  2. Start with the Contact tab to configure individual profile mappings

  3. Switch to the Company tab to set up company data mappings

  4. Review available LinkedIn and enriched data fields (30+ LinkedIn fields available)

  5. Select appropriate CRM fields from the dropdowns

  6. Test your configuration with a sample LinkedIn profile

  7. Adjust mappings based on results

Remember, you can always modify your field mappings later as your workflow evolves or new CRM fields become available. A complete history of all mapping changes is available at the end of the field mappings section for your reference.


📌 Need Help?

If you face any issues or have questions, please reach out to our Support Team via chat or email ([email protected]). We’re here to help you get the most out of LeadCRM.

For any queries, you can reach out to us on [email protected]

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