Mapping your lead intake form is the first step in setting up your distribution workflows in RevenueHero. The mapping allows RevenueHero to use each one of your form input fields (visible and hidden) as conditions in routing rules.

NOTE

RevenueHero only listens to the form submission to trigger the scheduling widget. It does not interfere with any of your existing data or current form functions.

To map your form:

  1. In the navigation panel, click on Inbound → Forms.

  2. Click on Add new form

  3. Name your form mapping to ensure that you’re able to recollect which form was mapped

  4. In the form selector field add the selector ID of your form. (This can be found by inspecting your form on the page and looking up the form id associated with it). This is required for RevenueHero to know which form submission to listen to, before triggering the scheduling widget.

Here is an example of how to fetch the selector ID for a Hubspot form:

  1. If you’re using a HubSpot Form, you can also construct your Hubspot selector ID by adding hsForm_before the form ID that Hubspot generates. You can copy the form ID from the embed code that is generated in HubSpot.
  1. Once the form selector ID has been added, add all your mandatory fields and any other form field that will be used in the distribution in the following format:

Field API name —> CRM object property where the field value is stored

In HubSpot, you can view the Contact Property of each of the form fields by clicking on ‘Edit Field’. Copy this value and enter it under ‘FieldID’ in RevenueHero and map it to the respective field from the drop-down.

  1. After you’ve added all the fields necessary for your distribution logic, click on Save.