Fields & mappings
Use Settings → CRM → Fields to find available CRM fields. Review the mapping locations below to see where Distro uses them. Workspace admins can search the saved field catalog and choose the provider and object to inspect.
Refresh the field list
Field information refreshes automatically when needed. If the page reports a refresh in progress, use Reload fields to check for the updated catalog. Search by label or API name, and use Show to include active, retired, or all fields.
Refresh supports HubSpot Contacts and Companies, and Salesforce Contacts and Leads. Salesforce Account fields can be browsed from connection setup, but are not included in this refresh.
Saved fields from a disconnected provider may remain visible. They are identified as cached fields; reconnect that provider before refreshing them or relying on its delivery.
Review where values go
Standard booking Email, Name, and Phone destinations
CRM → Booking links, or the link's CRM sync → Custom settings.
A booking question's answer
Add or edit the question in the owning personal or group link.
The question used for a Phone answer
Phone answer source in the owning link's CRM settings.
Enriched person or company data
Enrichment mappings in this CRM area.
Website form fields
The connected form mapping.
Outbound handoff fields
The Outbound Form, followed by publishing and adopting its version.
Edit a mapping in the settings that own it. Seeing a field in the catalog does not enable a CRM action. Review the link or router that uses it.
If a destination is unavailable
Check the field catalog’s refresh status and the connected CRM user's access to the correct object. Booking-question mappings support writable text-compatible fields. A field can appear in the catalog without being a valid destination for every answer.
Removed or unavailable fields keep their saved mapping so you can see what needs attention. Choose an available destination for future bookings, or turn the link's CRM sync Off while correcting it.
An existing delivery keeps its captured mapping. Changing a question's destination does not rewrite that booking's delivery; review its activity details before retrying.