HubSpot Integration Mapping

Field Mapping is a necessary step that allows you to connect your HubSpot fields with Map My Customers. By selecting your HubSpot field and "matching" it with the Map My Customers field, you're ensuring a consistent and clean sync process. 

To Map your Fields:

1. Navigate to the Integrations Mapping Page. You will see an accordian-style table with mapping options for the record types (Objects) you selected to sync (Companies, People, Deals and/or Activities)
2. On the left, HubSpot fields will populate underneath "Map HubSpot Fields"
3. In the next column, select the dropdown to choose the Map My Customers field* you'd like to connect it with
4. Click the checkmark underneath "Sync Enabled" to confirm the mapping

*If the field that you are syncing doesn’t exist in Map My Customers, you can create a custom field by selecting the “Create Custom Field” option from the dropdown. This will take the properties of your HubSpot field and create a matching custom field in Map My Customers.

In Map My Customers, Groups are used to segment and organize records. On this screen, we give you the option to simultaneously create a Group during the mapping process. We recommend you activate Grouping for fields commonly used for sorting and segmenting (like Region or Tier).

To enable Grouping on Fields:

1. Decide what fields you want to create groups for
2. Check the box for Grouping

Once you have decided which fields to sync, how they are mapped and grouped, you’re ready to set a sync frequency.