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Hubspot Integration: Custom field mappings
Hubspot Integration: Custom field mappings
Updated over 2 months ago

Custom field mappings allow you to map the custom fields on a user's profile within Gradual directly to contact fields in Hubspot. Standard contact fields like email, first name, and last name have always mapped directly to the contact fields in Hubspot. This integration applies to additional information like LinkedIn Profile, interest, etc.

To learn even more about the Hubspot integration to Gradual, please refer to this resource.

Customizing custom field mappings in the Gradual dashboard

  1. From the Gradual dashboard, choose Integrations from the drop down menu, and find Hubspot Timeline Events, and switch to Enable.

  2. From the options that appear, select Contact Information Mapping. This gives the opportunity to select which Gradual fields map to which fields in Hubspot. Include the fields you want, and then hit save. You can validate from the Onboarding Timeline Event that these fields are now mapping correctly.

Notes:

  • Fields without any information will not overwrite fields in Hubspot

  • You don’t need to map every field to a field in Hubspot for the mapping to work

  • This only applies to contact information fields captured in Gradual not event registration information. Information from the event-based timeline events still should be mapped to contact fields using workflows if needed.

  • Due to rate limit on their API, we do not implement a timeline event for profile updates.

  • A full list of fields available to map can be found here.

💡 Pro Tip: Currently the dashboard won’t display the current mapping once you save and refresh the view, but you can update the mapping at any time. A best practice is to save a screenshot or document your mapping before saving and exiting.

Video Guide

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