Table of Contents


Overview

When you integrate HubSpot and Aloware, you may want to add other information aside from the standard fields like First Name, Last Name, and Company Name. This is where custom fields come to help you with your needs.

By using Aloware's HubSpot mapping fields, you can create as many fields as you want, and specify the type of data you need when you sync information between Aloware and HubSpot.


Prerequisites

  • Only Admins can set the HubSpot mapping fields


How to Set HubSpot Mapping Fields in Aloware

Aloware now supports custom field mapping for each account in HubSpot integration. This enables you to customize your HubSpot records to any Aloware field in an infinite number of ways.

To do this,

  • Navigate to the Integrations menu

  • Go to HubSpot Card, click Settings

  • Navigate to Contact Property Mapping

  • In the Default Fields section, toggle on Enable Editing

    📝 Note - The Enable editing switch is turned off whenever the user accesses the integration page. Enabling this switch will allow the admin to modify the mappings

  • Default fields

    • Listed below are the default fields for Aloware and HubSpot

Aloware

HubSpot

Email

Email

HubSpot Lead Status

Lead Status

Phone Number

Phone Number

📝 Note - Users can see a field type helper in the HubSpot contact field selection box. When users create a field in HubSpot, the field type is set; HubSpot does not accept incompatible value types e.g. it will not accept the value "Hello" if the field type is a number.

  • You can customize other Aloware and HubSpot fields based on the following:

Aloware

HubSpot

Last Name

Facebook Ads Properties

Date of Birth

Contact Information

Country

Twitter Username

Address

Deal Information

Website

Contact Activity

Company Name

Email Information

Incoming Number

Conversion information

Lead Source

Sale Properties

Custom Field 1

Web Analytics History

Custom Field 2

TCPA Approved

HubSpot Owner

Zip code

State

  • Click the Add Mapping button to add more fields

❗️Note - Admins are not allowed to map an Aloware or HubSpot contact field multiple times. The contact field will automatically be disabled during selection if it’s already mapped.


How to Add Custom Fields

Custom fields are based on the user's preference. You can add more fields in the HubSpot Mapping Section.

  • To add custom fields, navigate to the Account menu

  • Go to the Custom Contact Fields tab

  • Click the Add New button

  • Complete the details in the Add New Custom Field wizard

    • Name - Provide a custom field name that is easily understood

    • Key

    • Description

  • Click the Save button to save the property mappings

Confirmation

Your newly created custom field will display in the Custom Contact Fields list

  • Now, you can add customized fields in your Contact Property Mapping


How to Delete HubSpot Mapping Fields

To delete the HubSpot mapping fields, click the trash icon.

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