Understanding Relationship Mappings

Where do I Manage Relationship Mappings?

They sit behind each mapping type (Contact, Company, Opportunity, etc.). There's a tab at the top of the mapping screen that says Relationships and when you click here, you will either see relationships already setup or you can click on the Auto-Generate Relationships tab to see what types of relationships exist for the given mapping.

IMPORTANT NOTE: Not all mappings will have relationships

What Will A Relationship Mapping Do?

Many of the records that Formstack Sync syncs from one system to another also have relationships between each other. For example, a Contact in a CRM system often has a relationship to a Company type record within that CRM. If Formstack Sync is syncing both the Contact and the Company back to the marketing system these relationship mappings will help to maintain this relationship when they are syncing into the marketing system.

Is there a System of Record Setting?

Yes, just like with your field mappings, the relationships follow a System of Record setting. Typically the CRM owns the System of Record for relationships like Company so that if your sales team is moving contacts around from company to company, this reflects back over to your other systems where there is a related company record.

What are common relationship mappings?

The most common types of relationships that you'll find in your Formstack Sync mappings are the following:

  • Contact > Company

  • Contact > Owner

  • Company > Owner

  • Opportunity > Contact

  • Opportunity > Company

  • Opportunity > Owner

 

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