Define the data you want to map | KomboAI Help Center

🎯 Deep Dive: Custom CRM Mapping

Every CRM setup is unique — different fields, naming conventions, and objects.
That’s why KomboAI offers a fully customizable CRM mapping layer, allowing teams to decide exactly how Kombo’s data flows into their system.

Through a dedicated Google Sheet or CSV configuration file, you can align Kombo’s intelligence fields with your CRM’s entities, ensuring seamless synchronization across contacts, companies, and deals.

🔹 Step 1: Access the Mapping Template

Kombo provides a ready-to-use CRM Mapping Template (Google Sheets or .XLSX format).
Each tab represents a data category (e.g. Company Info, Contact Info, Deal Info).

You can open it via:
📎 CRM Mapping for {Company_Name} – Template

🔹 Step 2: Understand the Structure

Each row corresponds to one Kombo field (data attribute).
Columns define how that field connects to your CRM:

Column	Description
A – Kombo Information	The internal field name in Kombo (e.g. `company_size`, `linkedin_url`, `current_role_title`)
B – Description	A human-readable description of the data captured
C – Mapped	Checkbox or dropdown confirming if this field is mapped
D – CRM Entity	The object type in your CRM (Contact, Account, Lead, Deal)
E – CRM Field Name	Exact CRM field name or API key to receive the data
F – Mandatory	If checked, Kombo will not complete syncs unless this field is mapped
G – Filled Manually	Indicates if data is entered manually in CRM and shouldn’t be overwritten
H – Value (if fixed)	For static or default values (e.g., “KomboAI Integration”)
I – Prompt / Rule	Optional logic or instruction for conditional mapping (e.g., “only map if LinkedIn exists”)

This structure ensures complete transparency and custom control over every data point.

🔹 Step 3: Example — Company Info Mapping

Here’s a typical setup for company-level data:

Kombo Information	Description	CRM Entity	CRM Field Name	Mandatory
`name`	Company name	Account	`Account_Name`	✅
`industry`	Industry classification	Account	`Industry_Type`
`hq`	Headquarters location	Account	`Billing_City`
`linkedin_url`	LinkedIn page URL	Account	`LinkedIn_Company_URL__c`
`founded_year`	Year founded	Account	`Year_Founded__c`
`follower_count`	Followers on LinkedIn	Account	`LinkedIn_Followers__c`

🔹 Step 4: Example — Contact Info Mapping

The second tab, Contact Info, maps data for individual prospects.

Kombo Information	Description	CRM Entity	CRM Field Name	Mandatory
`linkedin_url`	LinkedIn profile link	Contact	`LinkedIn_Profile__c`	✅
`current_role_title`	Current job title	Contact	`Title`	✅
`current_role_company`	Current company name	Contact	`Account_Name`
`country_full_name`	Country (full)	Contact	`Mailing_Country`
`languages`	Languages spoken	Contact	`Languages__c`
`summary`	Personal/professional bio	Contact	`Bio__c`

This ensures LinkedIn, location, and professional data flow directly into your CRM profile view.

🔹 Step 5: Advanced Mapping — Rules and Prompts

Column I (Prompt / Rule) allows conditional mapping logic.
Examples:

“Only update if empty” — prevents overwriting existing CRM data.
“Map only if job title contains ‘Manager’ or above.”
“Skip if source = manual input.”

These small automations help avoid data conflicts and keep CRM information clean.

🔹 Step 6: Synchronization Logic

Once mapping is finalized:

KomboAI uses your sheet as a schema reference during sync.
New data is auto-enriched from LinkedIn, prospect insights, and Kombo Intelligence.
The mapped fields are pushed into your CRM using your API or native connector.

💡 You can update mappings anytime — Kombo reloads your configuration automatically at sync time.

🔹 Step 7: Benefits of Custom Mapping

✅ Full control over what gets synced and where.
✅ Flexible architecture to match any CRM (HubSpot, Salesforce, Pipedrive, Zoho, etc.).
✅ Field-level automation with rules and fixed values.
✅ No-code setup — teams can modify mappings in Google Sheets without developer support.

🧭 Example in Action

When integrated with Salesforce, KomboAI can automatically:

Match current_role_title → Title
Map linkedin_url → LinkedIn_Profile__c
Populate company_size → Employee_Range__c
Push founded_year → Year_Founded__c

When integrated with HubSpot:

hq → city
industry → industry_type
summary → about_contact

This alignment allows for one-click CRM enrichment and 360° visibility of every prospect directly within your sales workspace.

🔹 Step 8: Quick Setup Steps

Download or copy the mapping template
Fill out the columns based on your CRM structure
Upload or share it back with Kombo via your onboarding link
Kombo verifies field names and confirms mapping integrity
Once validated, enrichment and sync start automatically

🎯 Key Takeaways

✅ KomboAI adapts to your CRM — not the other way around
✅ Every field, rule, and entity is fully configurable
✅ Real-time enrichment flows directly into the right CRM objects
✅ Setup takes minutes — no custom coding required

✅ Once your mapping is ready, send it to us so we can activate it in Kombo.