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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 week ago

HubSpot Custom Field Mapping is a feature that lets you personalize HubSpot fields and link them to Aloware. You can easily create new fields in Aloware, specify the data type, and sync them.


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

Aloware supports custom field mapping for each HubSpot account integration. This allows you to tailor HubSpot records to match your Aloware fields.

First, you need to create custom contact fields in HubSpot and map them to Aloware:

  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.

You can add various properties in HubSpot, once created, you'll see these fields in HubSpot:

  • Preview of Messages

Last incoming SMS

message body

Displays the content of the most recent SMS message you received.

Last outgoing SMS

message body

Displays the content of the latest SMS message you sent.

  • Last Communication Dates

Last incoming messages

date/ time

Shows the date and time when you last received a message.

Last outgoing messages

date/ time

Indicates the date and time when you last sent a message.

Last incoming call

date/ time

Displays the date and time of your most recent incoming call.

Last outgoing call

date/ time

Shows the date and time of your latest outgoing call.

  • Stats

Total text incoming message

total count

Counts all the text messages you have received.

Total outgoing text messages

total count

Counts all the text messages you have sent.

Total incoming calls

total count

Totals the number of calls you have received.

Total outgoing calls

total count

Total the number of calls you have made.

  • Timed Events

Last Inbound call time*

time

Shows the time of your last received call.

Last outbound call time*

time

Displays the time of your last made call.

Last inbound message time*

time

Indicates the time when you last received a text message.

Last outbound message time*

time

Shows the time when you last sent a text message.

  • Lead and Contact Management

Aloware Contact Link

Provides a direct link to a contact's profile in Aloware.

Aloware Contact ID

Displays the unique identifier for a contact within Aloware.

Last Call Disposition

Indicates the outcome or status of the most recent to call with a contact.

Data Picker

Syncs calendars between Aloware and HubSpot, allowing you manage dates and events across both platforms.

* The time is in HH:MM format and follows your Aloware account's timezone.


Step 2: Adding Custom Contact Fields in HubSpot and Aloware

After creating custom contact fields in HubSpot, follow these steps:

  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 corresponding HubSpot contact property, then click "Save" to add your new custom contact fields.

Remember, Admins cannot map the same field multiple times.


Step 3: Mapping Custom Contact Fields in Aloware

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

  2. Go to the "Contact Property Mapping" section on the HubSpot Integration Settings page and switch on "Enable Editing" under the Default Fields section, remembering to turn it off after making your changes.

  3. In the Default Fields section, you will notice default contact properties that have lock icons, indicating that they cannot be edited.

  4. The "Direction" column shows if data syncs both ways (two-way synced) or just one way (one-way synced) between Aloware and HubSpot.

Now, let's map Aloware fields to HubSpot fields:

  • Aloware Phone Number maps to HubSpot Phone Number.

  • Aloware Contact Disposition Status maps to HubSpot Lead Status.

  • Aloware Email maps to HubSpot Email.

Mapping the customized contact fields:

  • Aloware State maps to HubSpot State/Region. But HubSpot State/Field does not sync back to Aloware.

  • HubSpot Postal Code syncs as Zipcode to Aloware. But Aloware Zipcode does not sync back to HubSpot.

  • Contact Owner syncs on both platforms.

When you create a field in HubSpot, it comes with a specific data type. Make sure to match the data types for compatibility. For instance, don't map a text field to a number field.

To add more mappings, click the "Add Mapping" button. Admins cannot map the same Aloware or HubSpot contact field multiple times.

Here's a list of Aloware and HubSpot contact fields you can map:

  1. Aloware:

    • Personal Information:

      • First Name

      • Last Name

      • Date of Birth

    • Contact Information:

      • Phone Number

      • Email

      • Address

      • City

      • State

      • Zip Code

      • Country

      • Website

    • Business Information:

      • Company Name

    • Communication Channels:

      • Incoming Number

      • Last Incoming SMS

      • Last Outgoing SMS

      • 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

    • Lead and Contact Management:

      • Lead Source

      • Contact Disposition Status

      • Contact Owner

      • Custom Field 1

      • Custom Field 2

      • TCPA Approved

      • Aloware Contact Link

      • Aloware Contact ID

      • Date Picker

  2. HubSpot:

    • Contact Information:

      • Contact Information

      • Email Information

    • Social Media:

      • Facebook Ads Properties

      • Twitter Username

    • Deal and Sale Information:

      • Deal Information

      • Sale Properties

    • Activity and Conversion:

      • Contact Activity

      • Conversion Information

    • Web Analytics:

      • Web Analytics History

To ensure that specific data from Aloware, such as the contact ID or contact link, is synced with HubSpot, it is necessary to add a custom contact field in HubSpot.


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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