Map Email and Phone custom fields when using automations
future
N
Natalia Williams
I would love to see the ability to map Email and Phone custom fields when using automations to create tasks in another list. Currently, only certain field types (like Short Text) can be mapped, but Email and Phone fields are not available as options. This limitation makes it difficult to automate CRM workflows and keep contact information consistent across lists.
Please consider enabling mapping for Email and Phone custom fields in automations, so we can fully automate our lead-to-contact process without workarounds.
Thank you for your consideration!
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Douglas Mello Maciel
have the ability to map custom email and phone fields when using automations to create tasks on another list
M
Mariko Hirose
Yes please - does "on the list" mean this will be coming up?
Zach - ClickUp
marked this post as
future
Zach - ClickUp
Email and phone fields not being mappable in the automation builder is one of those field-type parity gaps that catches CRM users off guard. Your lead-to-contact flow is a great example — the automation creates the task but can't carry the contact info forward. On the list.