Custom field mappings allow profile information to be shared between Gradual user profiles and Hubspot contact records. Standard fields such as email, first name, and last name are supported, along with additional profile information such as LinkedIn Profile, interests, and other custom fields.
You can map profile information from Gradual to Hubspot, and you can also send contact information from Hubspot to Gradual to update an existing user’s profile.
To learn even more about the Hubspot integration to Gradual, please refer to this resource.
Mapping Gradual profile information to Hubspot
From the Gradual dashboard, choose Integrations from the drop down menu, and find Hubspot Timeline Events, and switch to Enable.
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.
Profile updates from Gradual are not sent to Hubspot as timeline events. To update a Gradual user’s profile with information from Hubspot, use the Hubspot → Gradual workflow described below.
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.
Updating Gradual profile information from Hubspot
You can also send contact information from Hubspot to Gradual (Hubspot → Gradual) to create new Gradual users, update existing users’ profiles, or both.
This is useful when Hubspot is the primary place where your team manages contact information. For example, if a member’s company, job title, or another profile field is updated in Hubspot, that information can be sent to Gradual so the member’s profile reflects the updated information.
To set this up, first configure the Hubspot Inbound Webhook in Gradual:
From the Gradual dashboard, navigate to Integrations.
Find Hubspot Inbound Webhooks and select the three dots (…) in the lower-right corner.
Select Hubspot Webhook and copy the Hubspot webhook Public URL.
Configure the Public URL based on how you want to sync users:
Create users: Use the Public URL without a
modeparameter, or add?mode=create. This is the default behavior. It creates new Gradual users and does not update existing users.Update users: Add
?mode=update. This updates profile information for existing Gradual users. If the user does not already exist in Gradual, a new user will not be created.Create or update users: Add
?mode=upsert. This updates profile information if the user already exists in Gradual, or creates a new Gradual user if they do not.
Profile updates use the Contact Information Mapping configured for Hubspot Inbound Webhooks. To configure the mapping:
From Integrations, find Hubspot Inbound Webhooks and select the three dots (…).
Select Contact Information Mapping.
For each Gradual profile field you want to update, select the corresponding Hubspot contact field.
Select Save.
By default, Hubspot can update mapped profile fields that members cannot edit themselves. Mapped fields that members can edit are not overwritten.
If you want Hubspot to update all mapped profile fields, including fields that members can edit themselves, add force=true to the webhook URL:
For Update users, use
?mode=update&force=true.For Create or update users, use
?mode=upsert&force=true.
force=true only affects updates to existing users. It does not change whether a new user is created.
If a mapped field is missing or empty in the information sent from Hubspot, the existing value in the user’s Gradual profile will not be changed or cleared.
Note: Updating an existing Gradual user’s profile from Hubspot does not send an invitation email to the user.
Add the webhook to your Hubspot workflow
After configuring the webhook URL and Contact Information Mapping in Gradual, use the final Public URL in the Webhook/HTTP request in your Hubspot workflow. Configure the workflow to send the corresponding contact information to Gradual.
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