In the HubSpot-Younium connector, it is possible to set up custom fields to map and synchronize between the systems.
Standard mapping of fields
These are the fields that are synchronized as standard in the integration:
Account Fields Younium from HubSpot Company:
Younium = Hubspot:
hubspotCompanyId = "companyId"
name = "name"
domain = "domain"
street = "address"
street2 = "address2"
zip = "zip"
state = "state"
country = "country"
city = "city"
description = "description"
Customer Fields Hubspot:
Younium = HubSpot:
orgNr = "younium_org_nr"
taxRegNr = "younium_tax_reg_nr"
invoiceEmail = "younium_invoice_email"
Legal entity in Younium = "younium_legal_entity" (for synchronizing the company into the correct Younium legal entity)
Quote Fields Younium from HubSpot Deal:
When creating a quote in Younium from a deal in HubSpot, the account will be created as a customer type 'prospect' if the account does not already exist in Younium. If the quote is converted to order, the account will be updated to customer type 'Customer' if not already that type.
Younium = HubSpot
Delivery Address Fields:
street = "younium_delivery_street1"
street2 = "younium_delivery_street2"
zip = "younium_delivery_zip"
state = "younium_delivery_state"
country = "younium_delivery_country"
county = "younium_delivery_county"
city = "younium_delivery_city"
Legal entity in Younium = "younium_legal_entity" (for creating the quote from the HubSpot deal in the correct Younium legal entity)
When pressing "Update HubSpot Deal" in Younium, the deal in HubSpot is updated with the TCV (Total Contract Value) on the quote.
Custom mapping of fields
You can set up mapping of custom fields from HubSpot Company to Younium Account and HubSpot Deal to Younium Quote.
If you want to map custom fields, you have to set up the synchronization in three steps:
- Create the field in HubSpot (if not already created/existing as a standard field)
- Create the field in Younium (if not already created)
- Specify the field to be synchronized in the HubSpot integration settings in Younium
When creating the field in HubSpot, make sure you create a field with a type that is supported in Younium:
Younium = HubSpot
Text = Single-line text
Number = Number
Checkbox = Single checkbox
Date = Date picker
List = Dropdown select
Remember the Internal name of the field in Hubspot as it's needed to map the field to Younium.
Create the field with the same field type as the field in HubSpot, and enter the internal name from the HubSpot to the key of the field in Younium.
If you create a list field, make sure that the keys of the list items in your list in Younium are the same as the Internal Value of the values in the dropdown select in HubSpot.
Enter the key/internal name into the field in HubSpot settings, found in Settings->Integrations->HubSpot->Map HubSpot Custom Fields
Example of a custom field with the type list mapped HubSpot-Younium: