By setting up custom mappings, you can sync and store additional RevOps Deal data in your HubSpot Account each time your deal is saved. This allows you to run reports from HubSpot, simplify your process of creating renewal opportunities, and centralize key information about the RevOps deal on the HubSpot deal.
While RevOps will immediately sync line item data by default to HubSpot, custom mappings will need to be created when you want to store additional RevOps Deal data. The custom mappings you configure allow you to specify the piece of information you would like synced and the fields where you would like to store this data.
In this guide, we'll walkthrough:
Before setting up the mapping, you'll first need to create a custom property on your HubSpot Deal or Line Item for each piece of RevOps data you plan on storing.
If you are unfamiliar with how to create or edit HubSpot properties, take a look at this HubSpot guide.
Once you are ready to start setting up your mappings, head over to Integrations > HubSpot and click on "New Mapping".
Next, select the RevOps property that you would like to sync and the custom property in HubSpot you would like to store this data.
Once you've saved your mapping, any deal moving forward will be synced to HubSpot.
In the table below, you will find a list of the most common mappings often configured to track the progress of your RevOps Deals in HubSpot:
In addition to tracking the progress of your RevOps deals in HubSpot, we also recommend storing key agreement data. By storing key agreement data on the HubSpot deal, you can quickly gain insight into type of deal that is being quoted and signed.
When selecting the value of the term we'll want to first find the name of the term then select the ".value" notation of that term.
While below is a list of terms we recommend mapping to HubSpot, the name of these terms differ depending on how you've named your term.