Mapping HubSpot properties to Salesforce fields requires just a few minutes of setup. We automatically create several mappings for you when the connector is installed, but there are circumstances where you would need to create a custom field mapping in the HubSpot - Salesforce Integration settings to map additional HubSpot properties or custom properties.
Here is a list of the properties and fields that are mapped by default when you install the integration.
First Name Last Name Email Company Name Phone number Salutation Fax Number Street Address City State/Region Postal Code Country Job Title Industry Website URL Email Opt Out is mapped to the standard hasoptedoutofemail field. Description Annual Revenue Mobile Phone
Follow the steps in this guide to learn how to map additional property and field data for each alternative circumstance.
The most common fields that customers create based on HubSpot data are fields to sync with Analytics data contact properties. They can then build reports and lead views that use HubSpot analytics data in conjunction with Salesforce data.
A. A field does not exist in HubSpot or Salesforce for the data
If you would like to start capturing a new piece of information about your leads, and want that data to be shared across HubSpot and Salesforce then you should follow these instructions.
If you are already capturing a piece of information about your leads in HubSpot that you want to be shared with Salesforce then you should follow these instructions.
1. Get the property key for the contact property
Go to Contacts > Contacts Settings.
Scroll down on the Manage Contact Properties screen until you find the property you want to map to Salesforce and copy down its property key. In this example, the property key is birthyear.
2. Create the field in Salesforce
Login to Salesforce and go to Setup.
Go to Customize > leads > Fields
Click on the New button next to Lead Custom Fields & Relationships.
Choose the field type that best matches the HubSpot property type that you created. In this example, that would be a number field.
Click the Next button.
Enter a field label for the Salesforce field that is similar or the same as your HubSpot contact property. In this example, we name the field Birth year again.
Click Next to continue creating the Salesforce field.
Choose the Salesforce profiles that can see this field. In most cases, you would want all profiles to be able to see this field.
Click Next to continue creating the Salesforce field.
Add the field to your Lead Page Layouts so you can see the mapped data on Lead Pages.
Click the Save button to finish creating the Salesforce field.
3. Create the field mapping
Go to the HubSpot section of Salesforce
Click on the HubSpot Settings tab. If that option is not in the top navigation click on the + link to select it from your full list of tabs.
Click on the Go button.
Click on the HS-0000 object link.
Click on the Sync Fields button under HubSpot Commands.
Scroll down to the HubSpot Fields section and click on the link to Go to List.
Scroll down the page until you find the field mapping for your new Salesforce lead field and then click on the Edit Link.
The Force.com Field Name should already be set properly, but you'll need to enter the property key you saved from step 2 into the HubSpot Field Name input. The Allow HubSpot Updates picklist should be set to Always update so that Salesforce always has the most recent information from HubSpot. The Field Format in this example is DOUBLE since the property and field are both number fields. The Custom Field checkbox is checked off because this a custom HubSpot and Salesforce field.
Other Field Format options:
For text fields use STRING
For text areas use TEXTAREA
For dropdowns use PICKLIST
For phone numbers use PHONE
For email addresses use EMAIL
For URL's use URL
For checkboxes use BOOLEAN
When you are done editing the field mapping, click the Save button.
C. A field that exists in Salesforce, but not in HubSpot
If you are already capturing a piece of information about your leads in Salesforce that you want to be shared with HubSpot then you should follow these instructions.
Note: Formula and Lookup fields in Salesforce cannot be mapped between HubSpot and Salesforce.
