Troubleshooting Webform Fields Not Appearing on Lead Records in Dazos (CRM)
This guide explains what to do when fields included in a webhook payload are not appearing on lead records in Dazos. This issue commonly occurs when the relevant fields are hidden in the CRM layout settings.
Symptom / Error
You have set up a webhook integration (for example, using Contact Form 7 with a webhook plugin) and confirmed that certain fields are included in the webhook payload — but when a lead is created in Dazos, those fields do not appear on the lead record.
Common examples of fields affected by this issue include:
Insurance Company Name
Insurance Company Phone Number
Date of Birth
Any other custom or standard field that exists in the CRM but is not visible on the record
Cause
Fields that are hidden in the CRM layout settings will not display on lead records — even if the data is being submitted correctly via the webhook. The data may be received by Dazos, but hidden fields are not rendered on the record view.
This is not a webhook configuration issue. The integration itself can be functioning correctly while hidden fields are silently blocked from displaying on the record.
Solution
To resolve this, unhide the affected fields in the CRM layout settings so they are visible on the lead record.
Log in to your Dazos CRM instance.
Navigate to Settings in the left sidebar.
Open the Layout Editor (also referred to as CRM layout or field visibility settings).
Select the relevant module — for example, Leads.
Locate the fields that are not appearing on the record (e.g., Insurance Company Name, Insurance Company Phone Number).
Change the visibility of those fields from hidden to visible.
Save your layout changes.
Open a test lead record and confirm the fields are now visible.
Verification / Expected Result
After making the fields visible in the layout, they should appear on the lead record. If you re-submit a test webhook payload, the field values sent from your webform should now populate correctly on the lead.
✅ Success indicator: The previously missing fields (e.g., Insurance Company Name, Insurance Company Phone Number) are visible on the lead record and display the values submitted via the webhook.
Troubleshooting / Common Errors
⚠️ Fields are visible in the layout but still not populating: Verify that the field names in your webhook payload exactly match the field names configured in your Dazos webform. Field name mismatches will prevent data from mapping correctly.
⚠️ Layout changes are not saving: If changes to field visibility are not persisting after saving, this may indicate a system-wide Layout Editor issue. Contact Dazos Support immediately if this occurs.
💡 Tip: After making any layout changes, always run a test webhook submission to confirm the full end-to-end flow is working as expected before going live.
Escalation
Contact Dazos Support if:
The fields are visible in the layout but data is still not appearing on lead records.
You are unsure which fields in your layout correspond to the missing data.
You need help reviewing your webhook payload to confirm the correct field names are being sent.
Layout Editor changes are not saving correctly.
💡 Tip: When contacting support, provide the name or ID of a test lead record and the webhook JSON payload you are using. This will help the team identify whether the issue is with field visibility, field name mapping, or another configuration setting.
