When the form captures a lead but the CRM loses its source fields in a law firm: a marketing and sales handoff
A handoff works when marketing and sales use the same record as their reference. For a law firm, keep the original source detail beside the later business outcome.
Read the symptom
The form can send a value that the CRM overwrites, ignores, or maps to the wrong field. The problem is easier to find when the original payload and final record sit next to each other.
Inspect the path
- Capture the exact form payload for one test submission.
- Compare each source field with the CRM field that should receive it.
- Check for hidden field names that differ between forms.
- Look for workflow steps that overwrite the first source value.
At the handoff
Keep one mapping table that names the source field, destination field, and owner. Keep the test result with the record it describes so the next review starts with evidence, not a guess.
If the next step is a shared source and outcome record, see LeadSheet.