# WordPress-to-CRM field mapping template

By Kashif Rehman | BizThrivers | October 22, 2026
https://bizthrivers.com/resources/wordpress-crm-field-mapping-template/

Free to adapt. Use sample values; do not place credentials or customer records in this worksheet.

## Planning decisions

### Form, page, version and connection path
Illustrative: service-enquiry form on the main WordPress site, version 3. Submission passes through the named form plugin and connector to one CRM contact flow. Record the actual page, form identifier, integration owner and release version.
Your decision: 

### Field dictionary and CRM destination
For each visible label, record the submitted key, required state, validation, CRM object, destination field, data type, allowed values and blank behavior. Do not rely on similar labels to prove two fields are the same.
Your decision: 

### Attribution and self-reported source
Keep captured campaign values such as source, medium, campaign and landing page separate from a visitor's answer to How did you hear about us? Define missing-value, redirect and consent behavior instead of silently substituting one source for the other.
Your decision: 

### Routing, duplicate and update rules
Define the value that selects an owner or queue, the fallback for no match, and how a repeat email or phone submission updates an existing record. Record which action may create an opportunity or start follow-up.
Your decision: 

### Failure alert, replay and release evidence
Name the person who sees a rejected or timed-out submission, the evidence retained without copying unnecessary personal data, and the safe replay rule. Record approver, rollback owner and post-release review date.
Your decision: 

## Field-level mapping table
Use one row per submitted value. Add rows as needed. Keep credentials and real customer data outside this file.
| Website label | Submitted key | Required / validation | CRM object | Destination field | Type / allowed values | Blank behavior | Sample test value |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Name | | | Contact | | | | Sample Map 01 |
| Email | | | Contact | | | | map01@example.test |
| Phone | | | Contact | | | | Controlled test number |
| Requested service | | | | | | | Mapping review |
| Consent / permission | | | | | | | |
| Captured source | | | | | | | linkedin |
| Captured medium | | | | | | | organic_social |
| Captured campaign | | | | | | | field_mapping_test |
| Self-reported source | | | | | | | Colleague |

## Attribution and routing plan
First-touch value / storage: 
Submitting-touch value / storage: 
Landing page / referrer rule: 
Self-reported source field: 
Missing-attribution behavior: 
Routing value and normal owner: 
No-match fallback and review owner: 
Duplicate match key and update rule: 
Opportunity / workflow entry rule: 
Consent and communication rule: 

## Failure and release record
Alert owner and evidence location: 
Safe replay / idempotency rule: 
Final-state verification: 
Release version and approver: 
Rollback owner: 
Post-release review date: 

## Observed test record

### 1. Required and invalid values are handled
Action: Submit one valid sample, then omit a required value and try an invalid format. Inspect the visitor response and both systems.
Expected: Valid input proceeds; invalid input is rejected or routed as written without a misleading success message.
Observed: 
Evidence location: 
Responsible owner / fix: 
Result: Untested / Needs work / Passed

### 2. Every field reaches the intended destination
Action: Submit distinctive sample values for each included field. Compare the raw submitted keys, connector payload and final CRM record.
Expected: Each value lands in the documented field and type; omitted optional values follow the written blank rule.
Observed: 
Evidence location: 
Responsible owner / fix: 
Result: Untested / Needs work / Passed

### 3. Attribution survives its tested paths
Action: Submit with controlled campaign parameters, without them, and after the redirect or page transition the live journey uses.
Expected: Captured and self-reported sources remain distinct; missing values and redirects behave as documented.
Observed: 
Evidence location: 
Responsible owner / fix: 
Result: Untested / Needs work / Passed

### 4. Routing has an owner and a fallback
Action: Test one recognized routing value and one unknown or empty value. Ask the receiving operator to identify the next action.
Expected: The normal case reaches its owner; the no-match case stays visible with a responsible fallback.
Observed: 
Evidence location: 
Responsible owner / fix: 
Result: Untested / Needs work / Passed

### 5. Repeat submissions follow one update rule
Action: Submit the same sample contact twice with one changed value. Inspect contact, opportunity, owner and follow-up behavior.
Expected: The repeat follows the documented update rule without an unintended duplicate action or contradictory message.
Observed: 
Evidence location: 
Responsible owner / fix: 
Result: Untested / Needs work / Passed

### 6. A failed handoff can be found and replayed safely
Action: Create a controlled connector or downstream failure where safe. Observe the alert, retained evidence, retry and final CRM state.
Expected: An owner sees the failure; replay does not create an unintended duplicate and the final state is verified.
Observed: 
Evidence location: 
Responsible owner / fix: 
Result: Untested / Needs work / Passed

## Release and handover
Outstanding fixes: 
Operating owner: 
Approver and decision: 
Review date: 
Where to monitor and how to pause a problem: 
Change-request route: 

## Sources checked October 21, 2026
https://help.gohighlevel.com/support/solutions/articles/155000004549-how-to-create-and-manage-a-contact-form-in-highlevel
https://help.gohighlevel.com/support/solutions/articles/155000003223-how-to-quickly-add-and-edit-custom-fields-in-forms-and-surveys
https://help.gohighlevel.com/support/solutions/articles/155000003147-workflow-trigger-inbound-webhook
https://developer.wordpress.org/apis/security/

A completed log records your observations. It does not automatically verify the CRM or agent.
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