Before You Begin
Admin access to your Dazos CRM instance
Access to your website's form management system (WordPress, Contact Form 7, etc.)
List of which specific forms are working and which are not
Steps
1. Identify the Problem Forms
Test each webform individually to confirm which ones create records and which do not. Submit a test entry through each form and check your Dazos CRM Leads module to verify record creation.
2. Check Field Mapping Configuration
Navigate to your Dazos CRM and go to Settings → CRM Settings → Automation → Webforms/Webhooks. Locate the problematic webform and click on its name to review the configuration.
Focus on the Leads Field Information section, which shows how form fields are mapped to CRM fields.
3. Review Name Field Configuration
A common issue occurs when forms use a single combined name field [your-name] instead of separate first and last name fields. Check if your problematic form has:
A single name field that combines first and last names
Proper separation into [your-first-name] and [your-last-name] fields
4. Update Form Field Structure
If using a combined name field, you'll need to modify your form to use separate fields:
Access your website's form editor
Replace the single [your-name] field with two separate fields:
[your-first-name] for first name
[your-last-name] for last name
Save the form changes
5. Verify Field Names Match
Ensure that the field names in your website form exactly match what's expected in the Dazos webhook configuration. Common required fields include:
publicid (must match your unique webhook ID)
firstname (or your-first-name)
lastname (or your-last-name)
email
phone
6. Test Each Form Individually
After making changes, test each form separately:
Submit a test entry through the updated form
Check your Dazos CRM Leads module immediately
Verify that all field data is populating correctly
Repeat for each problematic form
Verification / Expected Result
After completing these steps, all your integrated webforms should successfully create records in Dazos CRM. You should see:
✅ New leads appearing in your CRM for all forms
✅ All form fields properly populated with submitted data
✅ Consistent record creation across all integrated forms
Troubleshooting / Common Errors
Form still not creating records: Double-check that the webhook URL is correctly configured and hasn't been modified.
Some fields missing data: Verify that field names are case-sensitive and match exactly between your form and CRM configuration.
Records created but assigned incorrectly: Check the "Assigned To" setting in your webhook configuration.
⚠️ Important: Field names are case-sensitive and must match exactly between your website form and Dazos configuration.
When to Contact Support
Contact Dazos Support if:
Forms still aren't creating records after field mapping corrections
You need to change webhook logic (e.g., creating Accounts instead of Leads)
Multiple forms require the same complex field mapping updates
Related Resources
How to use Webhook Instructions From Dazos Support and apply them in WordPress using Gravity forms
How Do I Create a Webhook to Send Website Form Data to Dazos CRM?
How to troubleshoot Gravity Forms