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Hubspot: Configuration🔧 & Mapping Fields🗺️
Hubspot: Configuration🔧 & Mapping Fields🗺️
Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Configuration🔧 & Mapping Fields🗺️

What is Configuration🔧 & Mapping🗺️?

Configuration🔧 involves specifying the settings, options, or parameters to tailor the system to meet specific requirements. This may include setting up Saleshandy default fields.

Mapping 🗺️involves defining how data from one system should be mapped or transferred to specific fields in another system. This ensures that data is accurately and appropriately transferred or synchronized between systems, preserving the integrity and consistency of information.

In summary, Configuration and Mapping fields involve customizing and aligning data elements or fields within a system or between systems to enable smooth operations, data transfer, or integration. We're using this for Saleshandy-Hubspot Integration.

Once you've connected your Hubspot Account, it's time to Configure your Hubspot Account.

  1. Click on the top-right corner, and from the drop-down, select Configure 🔧.

  2. Once configuring it, you can map the fields 🗺️between Saleshandy & Hubspot so data synchronizes between both apps accordingly.

  3. Saleshandy fields are the default fields, whereas you can select the Hubspot fields from the drop-down. And then click on Save.

Which Configuration Fields are available in Saleshandy and what Mapping Fields are synced in Hubspot?

Note: Saleshandy Default Fields can't be changed. However, you can create your custom fields. To learn more about custom fields, Click Here.

Saleshandy Default Configuration Fields

Hubspot Default Mapping Fields

First Name

Avatar FileManager key

Last Name

Calculated Mobile Number in International Format

Email

Calculated Phone Number in International Format

Phone Number

Calculated Phone Number Area Code

Job Title

Calculated Phone Number Country Code

Industry

Calculated Phone Number Region

Company

Member Email

Company Domain

Time Enrolled in registration follow up emails

Linkedin

Registered At

Twitter

Domain to which registration email was sent

Facebook

Time registration email was sent

Website

Conversations visitor email

City

Object create Date/Time

State

Recent Document Revisit Date

Country

Email Domain

First Outreach Date

Last Sales Activity Old Date

Object last modified Date/Time

Last Sequence Ended Date

Last Sequence Enrolled Date

Last Sequence Finished Date

Last Sequence Unenrolled Date

Marketing Contact Status Source Name

Record Creation Source

Record Creation Source ID

Date of First Engagement

Testpurge

Testrollback

Unique Creation Key

Date Entered

"Customer (Lifecycle Stage Pipeline)"

"Evangelist (Lifecycle Stage Pipeline)"

"Lead (Lifecycle Stage Pipeline)"

"Marketing Qualified Lead (Lifecycle Stage Pipeline)"

"Opportunity (Lifecycle Stage Pipeline)"

"Other (Lifecycle Stage Pipeline)"

"Sales Qualified Lead (Lifecycle Stage Pipeline)"

"Subscriber (Lifecycle Stage Pipeline)"

Date Exited

"Customer (Lifecycle Stage Pipeline)"

"Evangelist (Lifecycle Stage Pipeline)"

"Lead (Lifecycle Stage Pipeline)"

"Marketing Qualified Lead (Lifecycle Stage Pipeline)"

"Opportunity (Lifecycle Stage Pipeline)"

"Other (Lifecycle Stage Pipeline)"

"Sales Qualified Lead (Lifecycle Stage Pipeline)"

"Subscriber (Lifecycle Stage Pipeline)"

Last Modified Date

First Name

Twitter Username

Last Name

Salutation

Email

Street Address

L.atest Meeting Activity

City

State/Region

Postal Code

Country/Region

Job Title

Became a/an

Lead Date

Marketing Qualified Lead Date

Opportunity Date

Sales Qualified Lead Date

Evangelist Date

Customer Date

Subscriber Date

Othe Lifecycle Date

Create Date

Company Name

Website URL

Annual Revenue

Industry

Mission accomplished; you've successfully configured Hubspot with Saleshandy. 👏

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

Check out the below articles If you want to know more about


💡 Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗

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