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Help Center/Connecting your CRM/CRM field mapping
Connecting your CRM

CRM field mapping

Match Salescheck.io fields to your CRM's fields.

To score a record, Salescheck.io needs to know which of your CRM's fields holds the country and which holds the industry (or MCC-equivalent) for that record. Most CRMs have an obvious default field for this, and Salescheck.io reads that automatically. Field mapping exists for the cases where your team doesn't use the default - a custom field, a renamed standard field, or a field that only exists on a related object.

Why mapping matters

Scoring rules match against country and industry values. If Salescheck.io is reading those values from the wrong field - or from a field that's empty because your team actually tracks that data elsewhere - it has nothing to match against, and the record scores as Unknown instead of Green, Yellow, or Red.

Field mapping is set per CRM and, where relevant, per object type. Connecting a different CRM later (see Switching CRMs) means revisiting this, since CRMs don't share the same default fields.

What the defaults look like per CRM

CRMCountryIndustry
HubSpotCompany/Deal country propertyCompany/Deal industry property
PipedriveOrganization's address country (Deals inherit it via their linked Organization)No default - must be mapped to a custom field
SalesforceAccount BillingCountry (Opportunities inherit it via their linked Account)Account Industry (inherited the same way)

In Pipedrive and Salesforce, only the parent object (Organization or Account) carries country/industry - the child object (Deal or Opportunity) always follows whatever its parent resolves to, so you only need to set the mapping once, on the parent.

Setting or adjusting the mapping

1
Go to the CRM tab

In the top navigation, click CRM, then open the Field mapping section under your connected CRM.

2
Pick the object type

Field mapping is shown per object (for example Companies and Deals in HubSpot, or Account in Salesforce).

3
Choose the source field for Country and Industry

Each dropdown shows a live list of the fields that actually exist on your CRM's object - including custom fields - so you're always picking from your real schema, not a guess.

4
Save

The change applies immediately to records scored from that point on.

Incorrect or missing field mapping is the most common cause of Unknown results.
If a record has real country and industry data in your CRM but keeps coming back as Unknown, check field mapping first - Salescheck.io may simply be pointed at an empty or wrong field. See Unknown score results for the full list of causes and fixes.