Understanding Custom Contact Fields
Custom contact fields are all about personalizing your user experience. They allow you to set up your own unique fields that align with your specific needs. This powerful tool not only lets you customize data parameters but also helps you map crucial data from HubSpot to Aloware. By doing so, you streamline your data workflow, making it more efficient. Let this article be your guide as you embark on the journey to customize and set up your own contact fields in Aloware and HubSpot.
Read this guide to know how to set up your custom contact fields.
Before You Start
Successful HubSpot and Aloware integration. Otherwise, you can read Authenticating HubSpot with Aloware guide.
Only Admins can add and delete the custom contact fields.
Make sure you have created your custom contact fields from the Account's menu in Aloware.
Add Custom Contact Fields in HubSpot
The first step involves adding custom contacts fields in HubSpot and mapping them to Aloware.
Login to your HubSpot account, click the Settings icon.
In the side panel, click on Properties under the Data Management section.
Click the Create Property button to add a new property.
Fill in the following details to create a new property.
Add the following properties in HubSpot:
Preview of messages
Last Incoming SMS
Last Outgoing SMS
Last communication dates
Last Incoming Messages
Last Outgoing Messages
Last incoming Call
Last Outgoing Call
Total Text Incoming Messages
Total Outgoing Text Messages
Total Incoming Calls
Total Outgoing Calls
How to Add the Custom Contact Fields in HubSpot and Aloware Integration
Once you have created your custom contact fields, navigate to the Integration menu.
Select the HubSpot card and click the Settings button.
Make sure to toggle on Enable Editing in the Contact Property mapping section.
Under the Custom Fields, click the +Add Mapping button.
Click the drop-down arrow under the Aloware field, and select from the list of available custom contact field.
On the right side, select from the list of contact properties in HubSpot
📝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.
How to Delete HubSpot Mapping Fields
To delete the HubSpot mapping fields,