HubSpot Field Mapping
You can set up field mappings to ensure your Popl Lead data ends up where you need it in your CRM. You can setup field mappings for the contact object in HubSpot.
To start setting up your field mappings click into the Contacts field tab in your integration settings.
The following are the default Lead mappings. You can customize these mappings to meet your needs.
first name
First Name
last name
Last Name
job title
Job Title
company
Company
number
Phone Number
Contact Owner (will be the member that connected with that contact via Popl)
Contact Owner
Note: The Record Source field in HubSpot is automatically populated by HubSpot to show the origin of a contact. You do not need to map this field from Popl. HubSpot will fill it in for you.
Customize your Field Mappings
You can modify or replace the default mappings with your own custom mappings. To add a new field mapping, click Add Mapping in the top-right corner of the Contact field mapping tab.
Sync Logic For Contacts
After choosing which fields you want to map, you can adjust the sync behavior. You can choose between overwrite, complete if missing, or append.
Overwrite field: If a value already exists for an object in HubSpot, replace that data with the Popl field.
Complete if missing: Only use the Popl value if the existing field is empty. Otherwise leave the field value as is in HubSpot.
Append: Add Popl values to fields that may already have data, instead of replacing it.
Mapping Types
Dynamic Mappings - Dynamic mappings allow Popl to send real-time data from each individual contact into the corresponding HubSpot field. This means the value that syncs will change based on the information captured during the lead exchange.Use dynamic mappings when you want HubSpot fields to reflect unique data for every synced record.
Fixed Mappings - Fixed mappings allow you to send the same preset value to a HubSpot field for every synced record. To set a fixed mapping, click into the Popl field, select “Fixed Mapping,” and enter the constant value you want applied to all synced contacts. Use fixed mappings when you need a consistent, unchanging value.
Save Settings
Once you have configured your field mappings, be sure to save your changes. You can do this by clicking Save in the top-right corner of the contact mapping tab.
Once your mappings and sync behaviors are set, your integration runs seamlessly, automatically delivering the right data to the right HubSpot fields every time.
If you ever need help refining your setup or have questions, please reach out to our support team at [email protected].
With 🤍 from Popl.
Last updated