Forms & the CRM
How answers become contact records — mapping fields to the CRM, contact notes or profile data, and what Segmentation Intelligence does with them.
Capture Context with Hidden Fields
A hidden field records something the person filling in the form never sees — which campaign brought them, which page they were on, which route they to...
Entities and Custom Fields from Forms
A submission can populate the linked organisation as well as the person. How Zyntro decides which record a custom field belongs to, and how your CRM m...
How Form Answers Become a Contact
A submission does not just get stored — it becomes a contact record. How Zyntro decides whether somebody is new, what it writes to their record, and w...
The Four Map Data To Options
Every question field carries a Map Data To setting with four choices. What each one actually does with the answer, which to pick, and the one distinct...
What Segmentation Intelligence Does with a Submission
Beyond filing the answers, Zyntro reads every submission to build a profile of the person, detect signals and move them along your pipeline. What it p...
When Answers Do Not Reach the CRM
Why an answer is missing from a contact record, why a value looks wrong or invented, and why a hidden or calculated field came through empty.
Work Out Values with Calculated Fields
A calculated field combines two values with an operator and formats the result — a total, a score, a size. How to set one up, how to format and store ...
