Sending Custom Data to HubSpot

Use field mapping to send custom sales data and optional contact data to contact records (subscribers) in HubSpot to improve your marketing automation.

You can use this feature to send product name, bank slip URL, typeable line, and other sales and contact data to customize your bank slip recovery sequence, for example.

You need to create a custom field or use fields already mapped in HubSpot, and then enter the field name on the Guru side.

On this page:

• Map the sales/subscription field to a contact field in HubSpot

• Consult the list of Mapped Fields

• Update Field Mapping

• Delete Field Mapping

• Consult Audit

  • Consult Audit filters

Map the sales/subscription field to a contact field in HubSpot

Add a field mapping to populate the contact in HubSpot.

Steps:

1 - Access the Guru admin with your username and password.

2 - In the side menu, access Settings > Integrations > Autoresponders > HubSpot.

3 - Click on Additional Settings and then on Field Mapping.

4 - Depending on the mapping you want to perform, select Subscriptions or Sales. Example: if you sell a subscription product, select the Subscriptions option.

5 - Then, click on Add Mapping.

6 - Enter:

1. Field HubSpot: select the HubSpot field where the sent value should be stored;

2. Subscription/transaction field (sales): select the subscription/sales field you want to send to the contact.

7 - Click Send.

8 - Repeat steps 4 to 7 for each mapping you want to perform.

Consult the list of Mapped Fields

By default, the list of mappings is organized by creation date (newest to oldest). For faster page loading speed, only the first records are displayed. If you want to view the remaining items in the list, you can scroll down to the bottom of the page and click See more at the bottom center of the screen.

Steps:

1 - Access the Guru admin with your username and password.

2 - In the side menu, access Settings > Integrations > Autoresponders > HubSpot.

3 - Click on Additional Settings and then on Field Mapping.

4 - Depending on the mapping you want to perform, select Subscriptions or Sales. Example: if you sell a subscription product, select the Subscriptions option.

5 - The list displays the following information:

1. Field HubSpot: the HubSpot field where the sent value should be stored;

2. Subscription/transaction field (sales): the subscription/sales field you want to send to the contact.

Update Field Mapping

Once created, it is possible to update a field mapping. This feature is useful when you need to change the sending rule for a field in HubSpot.

Steps:

1 – In the list, locate the desired product and click on it.

2 – Enter:

1. Field HubSpot: select the HubSpot field where the sent value should be stored;

2. Subscription/transaction field (sales): select the subscription/sales field you want to send to the contact.

3 – Click Send.

Delete Field Mapping

Once created, it is possible to remove a product mapping. This feature is useful when you no longer want to send a specific sales or subscription field to a contact.

Steps:

1 – In the list, locate the desired mapping and click the corresponding Remove button.

2 - Confirm if you want to proceed with the deletion. To confirm that the field was deleted, a message will be displayed for a few seconds at the top right of the page.

Consult Audit

As a security measure, Guru stores a history of all operations performed in the field mapping, identifying user, date/time of the operation, and other details.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > HubSpot.

2 - Click on Additional Settings and then on Field Mapping.

3 - Click on the Audit tab.

4 - Activities are displayed in a timeline (from most recent to oldest).

5 - If you wish, you can view the details of the activity by clicking on its title.

6 - Click on one of the available sections to view the data:

Detail

Displays detailed information of the activity in question.

1. ID: identification number (ID) of the update;

2. Type of change performed;

3. Created at: date the activity was recorded.

User

Displays information about the user who performed the action.

1. Name: name of the user who performed the operation;

2. Email: email of the user who performed the operation.

Infrastructure

Displays infrastructure information (country, IP, user agent…) of the related activity.

1. Country, Region, City, Latitude & Longitude: location of the device that performed the activity.

2. IP: IP address of the device.

3. User Agent: identification of the user agent that performed the operation.

Consult Audit filters

You can use filters to view a smaller subset of existing audits. This feature is useful for finding specific audits you want to view.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > HubSpot.

2 - Click on Additional Settings and then on Field Mapping.

3 - Click on the Audit tab.

4 - In Audit, click on Filters.

5 - Fill in one or more filter options:

1. Period: searches for audits registered in the selected period - you can use the predefined time range buttons or select the date you want to view;

6 - Click on Filter.

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