This article applies to integrations for HubSpot and Salesforce only, and you will need Admin privileges to adjust integration settings.

Now that we've got that settled, let's talk contact mapping, shall we?

Contact Mapping just means that any new contact you create in Postal can be communicated back to your CRM. Usually, the flow works forwards with contacts flowing from your CRM into Postal through the integration. However, in certain cases, you may create new contacts while sending in Postal that you don't want to have to recreate in your CRM. That's where mapping comes in.

HubSpot

Salesforce

Disabling Mapping

In either case, you're going to want to start by clicking on your Profile and going to the "Integrations" section in your Profile Settings on the side menu.


HubSpot

To enable contact mapping in with HubSpot, simply select "Sync Contact" from the Mappings menu.


Salesforce

There are a couple more options within Salesforce. You have the option to either sync the new contact as a "Lead" or a "Contact." Depending on which option you prefer, you will need to select "Sync Lead" or Sync Contact," respectively.

You also have the option to add additional custom fields that translate from Postal to Salesforce.

NOTE: Disabling contact mapping does not affect your ability to map items to campaigns in Salesforce.


Disabling Mapping

If for some reason you do not want new contacts created in Postal to map back to your CRM, you can disable Mapping at any time by selecting "Disabled." Mapping settings default to disabled.

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