In order to build customized reports in Salesforce based on HubSpot contact analytics, 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.
1. Create a property mapping for the Original Source property
Steps to take in Salesforce
- Navigate to Setup.
- In the left sidebar, navigate to Build > Customize > Leads > Fields.
- Create a new custom field by clicking New next to Lead Custom Fields & Relationships.
- Set the field type as Picklist.
- Select Enter values, with each value separated by a new line and enter the options below, each on a new line:
- ORGANIC_SEARCH
- PAID_SEARCH
- EMAIL_MARKETING
- SOCIAL_MEDIA
- REFERRALS
- OTHER_CAMPAIGNS
- DIRECT_TRAFFIC
- OFFLINE
- PAID_SOCIAL
- 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 Setup > Build > 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.
- Under Sync settings, click Manage mappings in the Contacts row.
- 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.
- Click Save mapping.
2. Create a property 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 > Leads > Fields.
- Create a new custom field by clicking New next to Lead Custom Fields & Relationships.
- Set the field type as Text, then click Next.
- Name the field HubSpot Original Source Drill-Down 1 and save.
- Repeat these steps to create a Contacts custom field by going to Setup > Build > 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.
- Under Sync settings, click Manage mappings in the Contacts row.
- 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.
- Click Save mapping.
