Salesforce

How can I create analytics mappings between HubSpot and Salesforce for Salesforce Reporting?

Last updated: December 22, 2016

Available For:

Marketing: Pro, Enterprise
Sales: Professional

In order to be able to build customized reports in Salesforce, you'll need to map some analytics information over to Salesforce. Mapping this information to Salesforce also gives additional insight to Salesforce teams who can capture this information on the Contact and Lead records.

Create Mapping for the Original Source Property:

Steps to take in Salesforce:

  • Navigate to Setup
  • In the left sidebar, navigate to Build Customize > LeadsFields.
  • Create a new custom field and set the field type as Text
  • Name the field HubSpot Original Source and save. For information on creating custom fields in Salesforce, check out this Salesforce resource
  • Repeat these steps to create a Contacts Custom Field by going to SetupBuild > Customize > Contacts > Fields. The field names must match for both the Lead and Contact records for the mapping to sync.

Steps to take in HubSpot:

  • Navigate to the Account Menu (top-right next to your domain and Hub ID) and select Integrations.
  • Click Salesforce Settings
  • Select Contact Field Mappings in the left sidebar menu.
  • Click Add new field mapping.
  • Select Choose existing HubSpot property and select Original Source from the dropdown.
  • Select the newly created HubSpot Original Source field from the What Salesforce field would you like to map to? dropdown.
  • Set the update rule to Use most recent value (this will not matter because these fields are read-only so Salesforce cannot push any information to HubSpot). 
  • Click Save mapping.

Create Mapping for the Original Source Drill-Down 1 Property:

Steps to take in Salesforce:

  • Navigate to Setup
  • In the left sidebar, navigate to Build Customize > LeadsFields.
  • Create a new custom field and set the field type as Text
  • Name the field HubSpot Original Source Drill-Down 1 and save. For information on creating custom fields in Salesforce, check out this Salesforce resource
  • Repeat these steps to create a Contacts Custom Field by going to SetupBuild > Customize > Contacts > Fields. The field names must match for both the Lead and Contact records for the mapping to sync.

Steps to take in HubSpot:

  • Navigate to the Account Menu (top-right next to your domain and Hub ID) and select Integrations.
  • Under the Salesforce section, click Settings
  • Select Contact Field Mappings in the left sidebar menu.
  • Click Add new field mapping.
  • Select Choose existing HubSpot property and select Original Source Drill-Down 1 from the dropdown.
  • Select the newly created HubSpot Original Source Drill-Down 1 field from the What Salesforce field would you like to map to? dropdown.
  • Set the update rule to Use most recent value (this will not matter because these fields are read-only so Salesforce cannot push any information to HubSpot).