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How to map Custom Fields to HubSpot?
How to map Custom Fields to HubSpot?

This article will walk you through the steps on how to map any custom fields to HubSpot.

Updated over a month ago

(For steps on mapping Lead comments to your HubSpot deal, please check out this article)

Create Your Custom Property in HubSpot

Ensure that your custom fields have been added to your HubSpot properties. For details, follow this article on how to add properties in HubSpot.

Add your custom field to the Lead form

Go to the Lead Registration Form in the Leads tab under Accounts & Settings. Click the pencil icon to edit and add the custom field. Ensure the Active box is checked so the field shows up, and check Required if you want partners to fill it in.


Mapping the Custom Field

Once you've added the custom fields to the Lead Registration form:

  • Go to the Integrations tab and select Settings to configure the integration (Admin access required).

  • Click on the Configure button

  • Ensure the custom field is created in HubSpot for it to appear in your portal.

  • Scroll to the custom field section under each object

In this example, we're focusing on the deal object to map custom fields to your HubSpot deal.

Mapping Single-Line Text

In the Deal object, select the desired custom field from the dropdown.

Press Add to include it in your mapping.

Click the custom field to set the mapping, ensuring:

  • Type is set to Portal object

  • Object is set to Lead

  • Field is the custom portal field you're mapping.

Mapping Picklists (drop-downs)

Follow the same steps as above, ensuring the picklist exists in both HubSpot deal properties and the Lead Registration form.

  1. Select the custom picklist field from the dropdown in the Deal object.

  2. Press Add and configure the mapping.

Click the custom field to set the mapping, ensuring:

  • Type is set to Portal object

  • Object is set to Lead

  • Field is the custom portal field you're mapping.

Use Map Values to match the pp.io lead fields to HubSpot’s drop-down values.

Press Save when done. For more on mapping Partner Data, see [this article].

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