Category
Auto Merge And Mapping
The "Mapping" tab offers a range of features:
The Mapping Tab in Zenroute's merging functionality organizes mappings into three categories:
Lead to Lead:
Specifies field copying to the master lead when a new lead is created or updated, and existing lead records satisfy the merging condition.
Contact to Contact:
Specifies field copying to the master contact when a new contact is created or updated, and existing contact records satisfy the merging condition.
Lead to Contact:
Specifies field copying to the master lead when a new lead is created or updated, and existing contact records satisfy the merging condition.
Each category can be expanded to map source and target fields:
Source Field: Field from the source object (e.g., Lead Object for "Lead to Contact").
Target Field: Field from the target object (e.g., Contact Object for "Lead to Contact").
The "Map" button adds selected mappings, with no duplicates allowed.
Each mapping includes:
Enable Mapping Toggle: Identifies if the mapping is considered.
Edit Button: Allows editing of source or target field.
Delete Button: Removes the mapping.
Admins can use Zenroute Logs to debug issues where rules aren't populating fields correctly.