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Version: 8.2

Web form FAQ

How can I map Gravity Forms fields to Creatio lookup fields?

You can populate a Creatio lookup field using values from your web form created using Gravity Forms. To do this, map the values of a dropdown form field to the Creatio lookup values. To do this:

  1. Create a dropdown field in your web form. For example, Country. Do not use predefined Address fields.

  2. Set up the field label parameter using the value the users will see when filling out the form. For example, Country.

  3. Set the values of the field to record IDs in the Creatio lookup. For example, map the "Canada" dropdown value to the "f8af0e88-f36b-1410-fa98-00155d043204" record ID in the Countries Creatio lookup. Learn more: Manage lookup values.

    Fig. 1 Set up field values
    Fig. 1 Set up field values
  4. Create a hidden EntityName field and set its value to "SubmittedForm."

    Fig. 2 Create a hidden field
    Fig. 2 Create a hidden field
  5. Set up webhooks for the web form. Learn more: Retrieve a webhook.

  6. Map the form field to Creatio field. Make sure to use the Creatio field code in the Key mapping field.

    Fig. 3 Map the form field
    Fig. 3 Map the form field

As a result, you will be able to import dropdown field values as lookup field values to Creatio.


See also

Work with webhooks basics

Retrieve a webhook in Creatio

Data import

Tech Hour: Webhooks. Integrating with Landingi, Wordpress and MS Forms