Integrations

Create contact analytics mappings between HubSpot and Salesforce for Salesforce Reporting

Last updated: April 13, 2020

Applies to:

Marketing Hub  Professional, Enterprise
Sales Hub  Professional
CMS Hub  Professional, Enterprise

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 > LeadsFields.
  • 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 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
  • Under Sync settings, click Manage mappings in the Contacts row.

    salesforce-contact-mappings
  • 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 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
  • 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.
With these properties created and mapped between HubSpot and Salesforce, you can build custom Salesforce reports using this HubSpot data.
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