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How fields on your form map to Copper
How fields on your form map to Copper

Find out what happens when you place a Copper field onto your Contact Us form

Product at Copper avatar
Written by Product at Copper
Updated over 3 months ago

Available with the following plans:

All plans

You can add your Copper fields to your lead capture or people capture website form.

Clicking on a field in the forms builder will show you which Copper field the form field is mapped to. This is especially helpful if you choose to relabel the field on the form, as shown in the example below where the custom field Favorite Color is displayed as What's your favorite color? on the form.

This article details which fields can be added to a form, the customization options available per field, and how each field updates data in Copper.

Users are not able to:

  • Change the form field mappings

  • Change the field type (e.g., changing a custom text field to display as a number field on the form)

  • Change which fields are required for form submission

  • Change which fields update records in Copper

Copper fields

These are the out-of-the-box fields Copper provides that you can place on a form. Some fields cannot be placed on forms.

Full Name

Populates the name field on the record and parses to first_name and last_name on the record

  • Cannot be removed

  • Can be rearranged

  • Can be relabeled

Displays as a text field on the webform

  • Is required

  • Will not update an existing contact record

Email

Populates email with category work

  • Cannot be removed

  • Can be rearranged

  • Can be relabeled

  • Users cannot add another email field with a different category to their form

Displays as a text field on the webform

  • Is required

  • Does not enforce proper email address formatting for the end user

  • Will not update an existing contact record

Message

Displays in the activity but does not map to a field on a profile

  • Can be removed

  • Can be rearranged

  • Can be relabeled

Displays as a text area on the webform

  • Is not required

Title

Populates the title field on the record

  • Can be removed

  • Can be rearranged

  • Can be relabeled

Displays as a text field on the website

  • Will update an existing contact record

Description

Populates the description field on the record

  • Can be removed

  • Can be rearranged

  • Can be relabeled

Displays as a text area on the webform

  • Will update an existing contact record

Address

Users can add each line of the address field as a separate field on the form, and it will populate the appropriate line of the address field on the record. (e.g., you can ask for City or Zip Code without needing to ask for the full address)

  • Can be removed

  • Can be rearranged

  • Can be relabeled

All address fields display as a text field on the webform, except for Country, which displays as a dropdown

  • The form field will not enforce proper formatting or spelling

  • The form field will not perform address validation

  • Will update an existing contact record

Phone Numbers

Users can add each category of phone number as a separate field on the form, and it will populate the phone_numbers field with the chosen category on the record. (e.g., you can add Mobile Phone and Work Phone to the form)

  • Can be removed

  • Can be rearranged

  • Can be relabeled

Displays as a text area on the webform

  • The form field will not enforce a properly formatted phone number

  • If no entry exists for phone_numbers with the chosen category, a form response will create an entry

  • If an entry exists for phone_numbers with the chosen category, a form response will update the existing entry

Socials

Users can add each category of socials as a separate field on the form, and it will populate the socials field with the chosen category on the record. (e.g., you can add Facebook and LinkedIn to the form)

  • Can be removed

  • Can be rearranged

  • Can be relabeled

Displays as a text area on the webform

  • The form field will not enforce a properly formatted URL

  • If no entry exists for socials with the chosen category, a form response will create an entry

  • If an entry exists for socials with the chosen category, a form response will update the existing entry

Websites

Users can add each category of websites as a separate field on the form, and it will populate the websites field with the chosen category on the record. (e.g., you can add Work Website and Personal Website to the form)

  • Can be removed

  • Can be rearranged

  • Can be relabeled

Displays as a text area on the webform

  • The form field will not enforce a properly formatted URL

  • If no entry exists for websites with the chosen category, a form response will create an entry

  • If an entry exists for websites with the chosen category, a form response will update the existing entry

Leads-specific fields

Company

Populates the company_name field on the Lead record

  • Can be removed

  • Can be rearranged

  • Can be relabeled

Displays as a text area on the webform

  • Will not update an existing lead record

Custom fields

These are fields your company has added to Copper in Settings > Customize > Manage fields on records.

Clicking on a field in the forms builder will show you which Copper field the form field is mapped to. This is especially helpful if you choose to relabel the field on the form, as shown in the example below where the custom field Favorite Color is displayed as What's your favorite color? on the form.

Users can create custom fields of many types. This section details how each type will behave on the form.

Text field

  • The form field has a character limit of 250

Text area

  • The form field has a character limit of 1,000

Date field

  • The form field will enforce a properly formatted date

  • The form field will display helper text for the date format of the end user's system settings

    • This will convert to the chosen date format in the Company settings

Number field

  • The form field will require a number entry, and decimals are allowed

  • The form field has a character limit of 20

Percentage field

  • The form field will require a number entry, and decimals are allowed

  • The form field has a character limit of 10

Currency field

  • The form field will display helper text for the ISO code of the Company Base Currency in Copper

  • The form field will require a number entry, and decimals are allowed

  • The form field has a character limit of 20

Single-select field

  • The field options will display according to the rank set in Copper

Multi-select field

  • The field options will display as checkboxes

  • The field options will display according to the rank set in Copper

Checkbox field

There are no specifications; this field displays as a checkbox.

URL field

  • The field displays as a text field

  • The form field has a character limit of 250

  • The form field will not enforce a properly formatted URL

Fields that cannot be placed on forms

Some fields cannot be placed on your form. This restriction protects end-user experience, Copper data, and other scenarios.

Fields that would expose Copper data to the end-user cannot be placed on a form

  1. Connect fields

  2. The tag field

  3. The assignee_id field

  4. The company_id field

  5. The contact_type_id field

  6. The visibility field

  7. For the Lead entity only: customer_source_id

Fields that could disrupt our duplicate matching or company identification logic – and could also confuse staff users and end-users – cannot be placed on a form

  1. An emails field with a different category

  2. For the People entity only: company_name

Fields that are system-calculated cannot be placed on a form

  1. interaction_count

  2. date_last_contacted

  3. date_created

  4. date_modified

Have a question? Contact our Customer Success Team using the in-app chat 💬

Have a suggestion? Check out the Ideas board in our Community 👥

Related Articles
Creating a Contact capture form
Creating a Lead capture form
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