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Mapping HubSpot custom fields with Aloware: A step-by-Step guide
Mapping HubSpot custom fields with Aloware: A step-by-Step guide

HubSpot custom field mapping connects Aloware with HubSpot contacts. Admins can personalize data sync and delete mappings as required.

Laarni D avatar
Written by Laarni D
Updated over a month ago

In Aloware-HubSpot Integration Settings, HubSpot Custom Fields are referred to as Contact Property Mapping. This feature connects HubSpot and Aloware, ensuring that contact information stays in sync across both platforms. You can create new fields in Aloware, define their data types, and easily sync them with HubSpot.

This integration keeps your contact data accurate and up-to-date, whether it’s flowing from HubSpot to Aloware, Aloware to HubSpot, or both ways. It reduces manual data entry and eliminates discrepancies.


Prerequisites

  1. Before you get started, make sure your Aloware account is connected to your HubSpot account.

  2. Only Admins can set up HubSpot mapping fields.

  3. Ensure you have created your custom contact fields in Aloware from the Account's 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 create custom contact fields in HubSpot first:

  1. Log in to your HubSpot account, click the Settings icon, then go to Properties in the Data Management section.

  2. Click the "Create Property" button to add a new property.

  3. Fill in the required details for the new property.

Types of fields

  1. Default locked fields - These fields cannot be changed or removed. Examples include Email, Phone Number, and Lead Status.

  2. Default open fields - These fields are flexible; you can modify or remove them as needed. For example, "Last Call Dispositions."

  3. Custom fields - These fields are additional and based on your specific needs in HubSpot.

Once created, these fields 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.

Email

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 gfor each contact.

Last inbound text message date

Date picker

Last outbound text message date

Date picker

Last inbound text message

Multi-line text

Last outbound text message

Text area

Total inbound text messages

Number

Total outbound text messages

Number

Last inbound call date

Date picker

Last outbound call date

Date picker

Total inbound calls

Number

Total outbound calls

Number

Last inbound call time

Single-line text

Last outbound call time

Single-line text

Last inbound message time

Single-line text

Last outbound message time

Single-line text

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

Last outbound text message date

Date picker

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

Total outbound text messages

Number

Last inbound call date

Date picker

Last outbound call date

Date picker

Total inbound calls

Number

Total outbound calls

Number

Last inbound call time

Single-line text

Last outbound call time

Single-line text

Last inbound message time

Single-line text

Last outbound message time

Single-line text

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)


Step 2: Adding custom contact fields in HubSpot and Aloware

After creating custom fields in HubSpot, follow these steps to add them in Aloware:

  1. Access the HubSpot settings from the Integration menu, then make sure to turn on "Enable Editing" in the contact property mapping section.

  2. Under "Custom Fields," click the "+Add Mapping" button.

  3. Select the Aloware field and its corresponding HubSpot contact property, then click "Save".

Remember, admins cannot map the same field multiple times.


Step 3: Map custom contact fields in Aloware

  1. In Aloware Admin, go to Integrations > HubSpot > Settings.

  2. In the Contact Property Mapping section, switch on "Enable Editing" under Default Fields. Turn it off after making changes.

  3. You'll see different mapping legends:

:lock:

Locked Field indicates a field that cannot be modified.

:no_entry_sign:

Already mapped shows that a field is already mapped and cannot be mapped again.

:wastebasket:

Delete mapping allows you to delete an existing mapping.

Controlling synchronization

You can decide which fields to sync and the direction of synchronization—either:

Aloware

:Left:

HubSpot

Aloware

:Righ:

HubSpot

Aloware

:Both:

HubSpot

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.

Make sure the data types match to ensure compatibility. For instance, avoid mapping a text field to a number field.

To add more mappings, click the "Add Mapping" button. Fields cannot be mapped multiple times.


Verifying the mapped fields

After mapping, click the "Pull Contacts" button in your Aloware account to sync contact information from HubSpot.


How to delete HubSpot mapping fields

To delete HubSpot mapping fields, follow these steps:

  1. Click the trash icon next to the field you want to delete.

  2. Click "Save" to confirm the deletion.

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