In this article
What is HubSpot Custom Field Mapping?
Custom field mapping helps users to customize HubSpot fields and map them out to Aloware. You can create as many fields in Aloware, then specify the data type and synchronize them.
Prerequisites
Make sure that your Aloware account is connected to your HubSpot account
Read Authenticating HubSpot with Aloware if your account isn't connected yet
Only Admins can set the HubSpot mapping fields
How to Set HubSpot Mapping Fields in Aloware
Aloware supports custom field mapping for each account in HubSpot integration. This allows you to customize HubSpot records to any Aloware fields.
To do this,
In your Aloware Admin account, navigate to the Integrations menu
Go to HubSpot card, and click Settings
In the HubSpot Integration Settings page, navigate to the Contact Property Mapping section.
Under the Default Fields section, toggle on the Enable Editing switch
📝 Note - Enable editing switch is off whenever the user accesses the integration page. Enabling this switch will allow the admin to change the mappings.
Default fields section
The default contact property with a lock icon is disabled for modifications
Aloware > HubSpot
Phone Number > Phone Number
Contact Disposition Status > Lead Status
Email > Email
📝 Note - A field type helper in the contact field selection box is set when you create a field in HubSpot. HubSpot does not accept incompatible value types.
It will not accept the value "Hello" if the field type is a "number."
Adding the Contact Property fields
Click the Add Mapping button to add more default fields
Here is the list of Aloware and HubSpot contact fields that you can map out:
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 |
|
In this example, select the default fields and click the Save button:
For Aloware - select Lead Source
For HubSpot - select Competitor Lead Source
📝 Note - Admins are not allowed to map an Aloware or HubSpot contact field many times. The contact field is disabled if it's already mapped.
Confirmation
In your Aloware account, click the Pull Contacts button to sync contact information from HubSpot to Aloware.
To verify if the mapped-out fields are working.
Select a contact with a Competitor Lead Source data in HubSpot
Search the contact in Aloware through the contact number or contact name
Click the contact name to open the contact information profile
Navigate to the contact information section
Your mapped-out field should display here
