CRM Field Mapping
Control how data flows between RevvedUp and your CRM with custom field mappings.
Field mapping gives you complete control over how data synchronizes between RevvedUp and your CRM. With ~50 fields available plus Revveal questions and global variables, you can build powerful data enrichment workflows that keep your CRM current and comprehensive.
Accessing Field Mappings
Navigate to Integrations → Your CRM (HubSpot/Salesforce)
Select Field Mappings
Map the fields and set desired sync rules
Sync Rules
Override
Always pushes RevvedUp data, overwrites CRM
Fields where RevvedUp is source of truth (AI insights, research)
Push if Empty
Only updates blank CRM fields
Supplemental data (LinkedIn URLs, missing contacts)
Never
Syncs data from CRM to RevvedUp only
CRM-managed fields (deal stage, internal notes)
Available Fields
Standard Fields (~50)
RevvedUp provides extensive field options:
All standard contact fields
Company information fields
AI-generated insights
Custom enrichment data
Revveal Questions
The most powerful feature - use AI to research and populate ANY CRM field on the contact or company:
Ask specific questions about prospects/companies
Format answers exactly how your CRM needs them
Examples:
"What is their main product offering?" → Product field
"List their top 3 competitors, comma-separated" → Competitors field
"What industry category best fits: SaaS, Hardware, Services, Other" → Industry picklist
Learn more about Revveal in AI Research.
Global Variables
Pull ANY information from your CRM into RevvedUp:
Reference in content generation prompts
Influence AI personalization
Create dynamic content based on CRM data
Examples: Territory info, account tier, custom scoring
Field Mapping Capabilities
Map to Any Field
Contact fields - All standard and custom contact fields
Company fields - Complete company/account record access
Any custom object - Full flexibility for your CRM schema
Picklist values - AI formats answers to match your options
RevvedUp doesn't assume how you want your data mapped. You have complete control to:
Choose exactly which fields sync
Set sync direction for each field
Protect existing CRM data where needed
Research & Sync Workflows
AI-Powered Enrichment
Configure Revveal questions for missing data
Set format requirements (e.g., "Yes/No", "1-10 scale", "Single option from: A, B, C")
Map to appropriate CRM fields
AI researches and populates in your required format
Best Practices
Strategic Mapping
Use Revveal for fields requiring research
Set "Push if Empty" for supplemental data
Use "Override" for RevvedUp-owned insights
Keep "Never" for CRM-controlled fields
Format Specifications
Match CRM field types (text, number, picklist)
Specify exact format in Revveal questions
Test with sample data first
Document your mapping strategy
Common Use Cases
Sales Intelligence
Map competitor analysis to competitive intelligence fields
Populate pain points and challenges
Score leads based on research
Account Enrichment
Fill missing company data
Update employee counts and revenue
Next Steps
Configure HubSpot or Salesforce mappings
Learn about Revveal for AI research
Understand CRM sync for campaigns
Pro tip: Start by identifying your most valuable missing CRM data. Create Revveal questions with specific format requirements, then map them to enrich your CRM automatically. The AI will research and populate fields in exactly the format your CRM expects.
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