Contact Property Mapping integrates HubSpot's custom fields with Aloware, allowing Admins to create new fields in Aloware, define data types, and sync them seamlessly with HubSpot. This ensures synchronized and accurate contact information across both platforms.
Prerequisites
Before you get started, make sure your Aloware account is connected to your HubSpot account.
Only Admins can set up HubSpot mapping fields.
Ensure you have created your custom contact fields in Aloware from the account > custom contact menu.
Setting up HubSpot mapping fields in Aloware
Step 1: Adding custom contact fields in HubSpot
To match HubSpot records with Aloware, you need to first create custom contact fields in HubSpot:
Log in to your HubSpot account, click the Settings icon, then go to Properties in the Data Management section.
Click the Create Property button to add a new property.
Fill in the required details for the new property.
The custom fields you create will appear in HubSpot.
HubSpot group > Contact information
Field Name in Aloware | Field Type | HubSpot Description |
First name | Single-line text | The contact's first name. |
Last name | Single-line text | The contact's last name. |
Phone number | Phone number | The contact's primary phone number. |
Single-line text | The contact's email address. | |
Date of birth | Single-line text | The contact's date of birth. This is required for Facebook Ads integration in HubSpot and automatically syncs from the Lead Ads tool. |
City
| Single-line text | The contact's city of residence. |
State | Single-line text | The contact's state of residence. This may be set through import, form, or integration. |
Zipcode | Single-line text | The contact's zip code. This may be set through import, form, or integration. |
Country | Single-line text | The contact's country of residence. This may be set via import, form, or integration. |
Address | Single-line text | The contact's street address, including apartment or unit number. |
Website | Single-line text | The contact's company website. |
Company name | Single-line text | The name of the contact's company. This is separate from the company's name property and can be set independently. |
Contact disposition status | Radio | The contact's sales, prospecting or outreach status. |
Contact owner | Select | The contact's owner. This can be any HubSpot user or Salesforce integration user and can be set manually or via workflows. |
Aloware contact ID | Single-line text | The link to the Aloware contact. |
Time zone | Dropdown select Example: UTC -07:00 America Los Angeles | The contact’s time zone. HubSpot can set this automatically based on other contact properties, or you can set it manually for each contact. |
Last inbound text message date | Date picker |
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Last outbound text message date | Date picker |
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Last inbound text message | Multi-line text |
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Last outbound text message | Text area |
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Total inbound text messages | Number |
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Total outbound text messages | Number |
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Last inbound call date | Date picker |
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Last outbound call date | Date picker |
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Total inbound calls | Number |
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Total outbound calls | Number |
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Last inbound call time | Single-line text |
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Last outbound call time | Single-line text |
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Last inbound message time | Single-line text |
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Last outbound message time | Single-line text |
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Last call disposition | Single-line text | The outcome or status of the most recent call with the contact. |
Line type | Multiple checkboxes | The contact's phone line type (Unknown, Landline, Foreign (International), Wireless, VoIP) |
HubSpot group > Aloware properties
Field name in Aloware | Field type | HubSpot description |
Last inbound text message date | Date picker |
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Last outbound text message date | Date picker |
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Last inbound text message | Multi-line text | Shows the content of the most recent SMS message you received. |
Last outbound text message | Text area | Displays the content of the latest SMS message you sent. |
Total inbound text messages | Number |
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Total outbound text messages | Number |
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Last inbound call date | Date picker |
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Last outbound call date | Date picker |
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Total inbound calls | Number |
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Total outbound calls | Number |
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Last inbound call time | Single-line text |
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Last outbound call time | Single-line text |
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Last inbound message time | Single-line text |
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Last outbound message time | Single-line text |
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Last call disposition | Single-line text | Indicates the outcome or status of the most recent to call with a contact. |
Line type | Multiple checkboxes | Identifies the contact's phone line type (Unknown, Landline, Foreign, Wireless, VoIP)
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Step 2: Adding custom contact fields in Aloware
Access HubSpot settings
From Aloware admin, navigate to HubSpot settings from the integration menu.
Enable editing
In the contact property mapping section, switch Enable editing.
Understanding mapping legends
Locked field indicates a field that cannot be modified. | |
Already mapped shows that a field is already mapped and cannot be mapped again. | |
Delete mapping allows you to delete an existing mapping. |
Add a new mapping
Controlling synchronization - determine which fields to sync and the direction of synchronization:
For example:
Aloware phone number maps to HubSpot phone number.
Aloware contact disposition status maps to HubSpot lead status.
Aloware email maps to HubSpot email.
Mapping custom fields:
Aloware State maps to HubSpot State/Region. (HubSpot State/Field does not sync back to Aloware).
HubSpot Postal Code syncs as Zipcode to Aloware. (Aloware Zipcode does not sync back to HubSpot).
Contact Owner syncs on both platforms.
Note - Ensure that the data types match between the fields to maintain compatibility. For instance, avoid mapping a text field to a number field.
Step 3: Verifying and deleting mapped fields
Verifying mapped fields
In Aloware admin, click the Pull contacts button to sync contact information from HubSpot.
Deleting mapped field
Click the trash icon next to the field you wish to delete.
Click Save to confirm the deletion.