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Form mapping

A form mapping tells Distro which website form to listen to and how its submitted fields correspond to CRM properties. A Form Router uses that mapping to qualify prospects and assign meetings. The installation snippet connects the published website to the router. You need all three when connecting an existing website form.

To build the visitor-facing form in Distro instead, use Lead forms. You can share its hosted page or embed the complete form. A lead form still uses its Form Router's mapping, but does not require the external website-form installation snippet.

Map a website form

1

Identify the form

Open Form routing → Forms → New Form. Enter a recognizable Form name and the Form selector.

For a standard HTML form, use a stable CSS selector such as #contact-form. Provider identifiers can differ: HubSpot uses its form ID without a # prefix. Check your provider guide below before copying an identifier.

2

Map the fields used by your rules

Under Field mapping, choose Add field. Enter the website field's submitted name and select the corresponding CRM property. Prioritize email and every field used by qualification or ownership rules.

Match the field's internal name, not just its visible label. For example, “Work email” might submit as email. HubSpot V4 contact names such as 0-1/email normalize to email.

Add only the fields your routing and CRM workflows need. Choose Create form, or Save changes when editing.

3

Connect it to your router

Open the Form Router's Form Submission card and select the mapping as the Connected form. Review the selector and mapped fields, then Save.

Configure the routing rules and event type, test the saved draft, and choose Publish when ready. See Form routing.

4

Install and verify the website

Open the router's three-dot menu → Install router. Select the Installation method and Form provider, then copy your generated snippet and follow its placement instructions.

Test the published page with controlled qualified and unqualified submissions. Confirm the original form destination, scheduler behavior, and submitted values in Routing Logs. Creating or importing a mapping alone does not install the router.

Request a demo form editor in dark mode, showing the form name, selector, and field mappings in the Northstar Labs test workspace.
Open a form from the Forms list to edit its selector and field mappings.

Find fields automatically

1

Scan the form page

Choose Auto map, enter the Form page URL, and click Find fields. The page must be publicly accessible.

2

Select the right form

Choose the detected form whose selector and fields match the form you want to route. If no forms are found, try a page where the form is visible without signing in, or add the fields manually.

3

Review before saving

Check the imported selector, field names, and CRM mappings, then save. Automatic discovery does not verify your routing rules or install a website snippet.

Choose your provider guide

Use the guide for your website's form provider. It explains the correct identifier, script placement, and submission behavior.

Choose an installation method

Method
Where the scheduler appears

After a form → popup

In a popup after the form is submitted.

After a form → embedded

In the page container from the generated snippet.

Button / in-app

From your own button or application submission.

Direct URL

From a link with the required form answers.

The provider selector changes the installation example, not the saved mapping. Check that the form identifier in the snippet matches your website.

By default, the installation follows the active router version. Pinning an activated version is an optional advanced setting. See Router versions.

Maintain and troubleshoot mappings

Problem
Check

A submitted value is missing

Compare the website's submitted field name with Form Field Name and its CRM property.

A rule no longer matches after a website change

Update the mapping, review affected routers, test, and publish the intended router version.

The wrong form is detected

Check the selector or provider-specific form ID.

The original form destination stops receiving submissions

Follow the provider guide. Custom HTML handling attempts a JSON POST to the original action; the endpoint must accept that behavior.

The Forms list shows connected-router counts and supports Usage, Selector, and Field mapping filters. Check where a mapping is used before changing it, because multiple routers can share it.

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