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How integrations work for forms and quizzes

How integrations work for forms and quizzes

One integration connection serves both forms and quizzes in a brand. Here’s how the field mapping works in each case.

One connection, both surfaces

When you connect an integration on a brand’s Integrations page, that connection is active for every form and every quiz inside that brand. You don’t need to reconfigure per form or per quiz. The dispatcher uses the same email, name, and phone fields it extracts from any submission, regardless of whether the submission came from a standard form or a quiz with a Lead Capture page.

Forms (no Lead Capture page)

For forms, Uplup looks at the fields you added to the form itself. The lead’s data is pulled directly from:

  • Email field (any field with type email, or whose label or ID contains “email”)
  • Full Name field (splits the value on the first whitespace, so “Lisa Johnson” becomes first name “Lisa”, last name “Johnson”)
  • Separate First Name and Last Name fields, if you’ve configured those
  • Phone field (any field with type phone, or whose label or ID contains “phone”)
  • Any other text field, sent as a custom field with the field’s label as the key

Quizzes (with Lead Capture page)

Quizzes typically have a Lead Capture page at the end where the participant enters their name, email, and phone before seeing their result. Uplup detects those fields from the Lead Capture page and feeds them into the same integration pipeline.

You can also add additional form fields anywhere in the quiz (for example, a question like “what’s your favourite colour?” with a text answer). Those get sent as custom fields too.

Field mapping rules

Each destination platform has its own field structure. Uplup maps the universal Uplup fields to the platform’s expected field names:

  • Email => the platform’s primary email/email_address field
  • First name => first_name, FIRSTNAME, FNAME, firstname (whichever the platform uses)
  • Last name => last_name, LASTNAME, LNAME, lastname (only sent if the platform has this as a standard field or a custom field you’ve defined on your account)
  • Phone => phone, PHONE, SMS (same rule as last name)
  • Custom fields => the platform’s custom field system, only if a matching field exists on your account

If a field doesn’t exist on the destination platform, Uplup silently skips it. The email and first name always go through. This avoids the destination platform rejecting the whole subscriber because of an unknown field name.

Multiple destinations per brand

You can connect multiple integrations to the same brand. Every form and quiz submission gets sent to all connected providers in parallel. So if you have both Mailchimp and HubSpot connected, every lead lands in both.