Syncing RevOps data to HubSpot custom properties
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.
Setting up Mappings
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.
- On the left column, you can search for and select any field property on the RevOps Deal, SKU, Term, and Account available to sync to HubSpot.
- On the right column, you'll find HubSpot objects and fields that could store your Deal data.
Once you've saved your mapping, any deal moving forward will be synced to HubSpot.
Recommended Mappings
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:
| RevOps Property | HubSpot Field Type | Description |
|---|---|---|
Deal StatusDeal.proposalStatus | String Possible values | Setting up this mapping allows you to create HubSpot Workflows that may help you automate other processes. For example, move HubSpot deals to closed won when an order form is signed. |
Date CreatedDeal.dateCreated | Date Picker | Syncs when the RevOps deal was first created. Setting up this mapping allows you to create reports to track how many deals are getting created by your team. |
Last UpdatedDeal.dateUpdated | String or Date Picker | Syncs when the RevOps deal was last updated. Setting up this mapping allows you to create reports and setup HubSpot Workflows. This field can be used as a workaround to HubSpot's lack of re-enrollment workflows on line item changes. |
Contract Signed DateDeal.contractSignedDate | Date Picker | Syncs when the RevOps deal completed signature by all parties. When used with date created, setting up this mapping allows you to create reports in tracking how long it takes your team to close deals. |
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.
| RevOps Term | HubSpot Field Type |
|---|---|
| Form Type | String or Options |
| Contract Length | Number or String |
| Contract Start Date | Date Picker |
| Contract End Date | Date Picker |
| Billing Frequency | String or Options |
| Billing Email | String |
| Payment Terms | String or Options |