⚠️ Note: The exact behavior described in this article is based on staff knowledge and is pending confirmation through testing. If you encounter behavior that differs from what is described here, please contact Dazos Support.
When This Matters
This information is relevant when:
You are using CTM (Call Tracking Metrics) to create leads in Dazos CRM via webhook
You have marked one or more CRM fields as mandatory
CTM does not always send a value for those mandatory fields in its payload
You want to understand whether a missing mandatory field value will prevent lead creation
How Mandatory Fields Work: Integration vs. Webform
Mandatory fields behave differently depending on how a record is being created. There are two distinct scenarios to understand:
Webform Submissions
When a mandatory field is configured on a webform, the form will not submit if that field is left blank. The visitor must complete the field before the form can be sent. This prevents incomplete records from entering the CRM through the webform entry point.
Integration and API Sources (e.g., CTM)
When a lead is created via an integration like CTM — where data arrives through a webhook payload — the behavior is different. If a mandatory field is not included in the CTM payload or has no value, the lead is still created in the CRM. The mandatory field will display as ??? on the record rather than blocking the record from being saved.
This means that marking a field as mandatory does not prevent CTM from creating a lead if that field is missing from the payload.
What You Will See in the CRM
The lead record will be created as normal
The mandatory field with no value will display ??? in the record
No error or rejection message will appear — the lead will exist in the CRM
Tips & Notes
💡 Tip: If you need to identify leads where a mandatory field was not populated by CTM, you can filter or report on records where that field displays as ???. This can help you follow up and manually complete the missing information.
⚠️ Warning: Do not rely on mandatory field settings alone to enforce data completeness for integration-sourced leads. CTM will still create the lead even if a mandatory field value is missing from its payload.
✅ Best Practice: If complete data is critical for a specific field, ensure that CTM is configured to always send a value for that field in its webhook payload. Review your CTM custom field mapping configuration to confirm the field is included and populated before the call ends.
Summary
Record Creation Method | Mandatory Field Missing? | What Happens |
Webform submission | Yes | Form does not submit; record is not created |
CTM integration (webhook) | Yes | Lead is still created; field displays as ??? |