HubSpot custom field mapping

HubSpot custom field mapping lets you map your web or mobile SDK custom data fields to your HubSpot installation's custom fields. At runtime, when the SDK sends a custom data value, the system writes the value to the mapped HubSpot custom field.

Before you begin

Before you begin, do the following:

  • Integrate HubSpot with your Contact Center AI Platform (CCAI Platform) instance. For more information, see HubSpot.

  • Configure your instance to send SDK custom data.

  • In HubSpot, configure any custom fields that you want to map to.

Create a HubSpot custom field mapping

To create a HubSpot custom field mapping, follow these steps:

  1. In the CCAI Platform portal, click Settings > Operation Management. If you don't see the Settings menu, click Menu.

  2. Go to the Custom Field Mapping pane, and then click View all. The Custom Field Mapping page appears.

  3. Click Add CRM Field Mapping. The Add CRM custom field dialog appears.

  4. In the Field Mapping Title field, enter a descriptive name for the custom field. See the following examples:

    • For a customer ID: HubSpot ticket customer ID

    • For a queue name: HubSpot deal queue name

  5. In the Custom Field Name field, enter the name of the HubSpot custom field that you want the SDK custom field data to be written to.

  6. Click the Custom Data Field Label field. A list of SDK custom data field labels appears.

  7. Select the name of the SDK custom data field to map to the HubSpot custom field. At runtime, when the SDK sends this custom data, the system writes it to the mapped HubSpot custom field.

  8. Click Save. The new mapping appears on the Custom Field Mapping page.

Edit a HubSpot custom field mapping

To edit a HubSpot custom field mapping, follow these steps:

  1. In the CCAI Platform portal, click Settings > Operation Management. If you don't see the Settings menu, click Menu.

  2. Go to the Custom Field Mapping pane, and then click View all.

  3. Click Edit for the mapping that you want to edit. The Edit CRM custom field dialog appears.

  4. Edit the mapping, and then click Save.

Delete a HubSpot custom field mapping

To delete a HubSpot custom field mapping, follow these steps:

  1. In the CCAI Platform portal, click Settings > Operation Management. If you don't see the Settings menu, click Menu.

  2. Go to the Custom Field Mapping pane, and then click View all.

  3. Click Delete for the mapping that you want to delete.

  4. Confirm the deletion.