How to adjust your Contacts, Company, or Deal field mappings

Last updated: December 22, 2016

Available For:

Marketing: Pro, Enterprise
Sales: Professional

During the initial setup, you very likely spent some time mapping properties between HubSpot and Salesforce fields to ensure the data between those two fields synced back and forth. Let’s go over what you can do with these mappings after the initial setup, should you need to make a change.

Follow these steps to edit your Contacts, Company, and Deal field mappings.

Navigate to Integrations

From your HubSpot Dashboard, navigate to Accounts Menu > Integrations.

Salesforce settings

Within the Salesforce section of the Integrations page, click Settings.

Navigate to Contacts, Company, or Deal Field Mappings

On the left-hand side, click on the link for Contacts, Company, or Deal Field Mappings depending on the type of mapping you are trying to adjust.

Contacts Field Mappings

The Contact Field Mappings area within the Salesforce Connector is comprised of two sections: Standard Mappings and Custom Mappings.

Standard mappings sync basic information between HubSpot and Salesforce, and therefore cannot be deleted or remapped.

The Custom Mappings section contains extra information being synced between HubSpot and Salesforce. These mappings can be edited or deleted.

Beneath your mappings, you can view the API name and field type for each of the properties in HubSpot and Salesforce.

Add new mapping

To add a new mapping that does not yet exist, click the button at the top of Contact Field Mappings, Company Field Mappings, or Deal Field Mappings to Add new field mapping.

Edit an existing mapping

If you’d like to edit an existing mapping you have in place, you can do so by navigating to the respective mapping, clicking the gear icon on the right-hand side, then selecting EditThis edit action will allow you to change the HubSpot property or Salesforce property being used in this mapping, as well as the update rule for this mapping.

edit-field-mapping.png

Delete an existing mapping

If you have properties that you'd no longer like to sync between HubSpot and Salesforce, you can delete the mapping.  Navigate to the mapping you wish to delete, click the gear icon, then choose Delete.

delete-field-mapping.png
Please note: You may see some mappings in this area without a “Delete” option under the gear. The reason for this is because that mapping is a default mapping that is established with the integration and cannot be deleted. Any custom fields, though, can be deleted at your discretion.

Refresh an existing mapping

There might be the need, on occasion, to refresh a mapping when something has been changed and needs to be fixed or updated. You can read more about what refresh mapping does to your field mapping.

The first example is a mapping that shows a missing property. It looks like someone may have accidentally deleted a property in HubSpot that was part of this mapping. The field mapping has a red background and displays “(property does not exist)” under the HubSpot Property section.

field-mapping-no-prop-exists.png

Click on the blue "i" icon to see more about the error. This will also give you the option to Delete mapping, which we’re not going to do at this time.

field-mapping-info-prop-not-exist.png

In this example, we’re going to refresh (or fix) the mapping instead of deleting. To do this, click the gear icon to the right-hand side of the mapping, then choose Refresh Mapping.

refresh-field-mapping.png

This action will create a new HubSpot property for this Salesforce field to be mapped to. Now the mapping appears updated with a HubSpot property, Salesforce field, and no errors.

field-mapping-refresh-prop-created-example.png

Another instance when the Refresh Mapping functionality is useful is when a field has been updated in Salesforce but not yet in HubSpot. In this example, there’s a picklist field in Salesforce that has been updated with new values. HubSpot alerts me to this with the blue “i” icon to the left of the mapping.

field-mapping-options-match.png

Click on the blue “i” icon and you’ll see a pop-up window that shows missing options for this property. Click the Refresh mapping button to update the values of the HubSpot property.

field-mapping-info-options-mismatch.png

Previous article:

Next article: