An Overview of Lead Fields

Lead fields are, well, pretty much what they sound like. They are the fields in Qualified where you will store everything you wish to track and know about your inbound leads. Lead fields contain information you might gather through chatting/talking to a lead directly, information they might have given you explicitly through a lead form or bot, or other info that might be pulled from an external system, like Salesforce or Clearbit. Additionally, there are some "hidden" lead fields that don't show up in the sales console, but are tracked as part of the lead. In this guide, we'll cover how to create lead fields, how to map lead fields to Salesforce, and how to set hidden field values and map them to Salesforce.

1) Creating Lead Fields

As an administrator, first time you navigate to the Settings > Lead Fields screen, you'll notice that there are a few default lead fields for name, email and company, which tend to be defaults for every company. By clicking on the (+) icon, you can add additional lead fields and set their corresponding data type. Data types are useful for pre-populating some data (as in the case of a pick list of values) and they will be used for validation when data is being inserted into the fields (such as a valid email address).

Naming lead fields and selecting the data type for each field
Naming lead fields and selecting the data type for each field

2) Mapping Lead Fields to Salesforce

Once you or your administrator has connected to Salesforce, the lead fields will show a mapping to Salesforce lead fields. The initial state looks like this:

The view of lead fields immediately after connecting to Salesforce
The view of lead fields immediately after connecting to Salesforce

From here you have a live connection to Salesforce and you can go about selecting the appropriate Salesforce lead field for the mapping. As you complete this process the application will validate that you have created and mapped all of the lead fields required by Salesforce to create a new lead. The completed form looks like this:

Lead Fields mapped to specific fields in Salesforce
Lead Fields mapped to specific fields in Salesforce

3) Mapping Hidden Fields to Salesforce

Finally, it's common to include one or more so-called hidden fields, which contain values mapped into Salesforce upon lead creation. The most common hidden field is Lead Source, which creates a value in Salesforce that marketing teams typically use to for reporting purposes. It helps the team understand where the leads, opportunities, and revenue originated from. We recommend using a value for this field that will be easy to understand in your reporting, such as "Qualified" or "Website Conversation," as shown here:

Mapping the hidden field Lead Source to Salesforce
Mapping the hidden field Lead Source to Salesforce

Summary

Lead Fields are the fields in Qualified where you will store everything you wish to track and know about your inbound leads. Lead fields contain information you might gather through chatting/talking to a lead directly, information they might have given you explicitly through a lead form or bot, or other info that might be pulled from an external system, like Salesforce or Clearbit.

Next Steps

For more advanced setup, tracking UTM parameters, and mapping UTM parameters to Salesforce, please read

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