HubSpot - Data mapping HubSpot objects to Pronto objects

This article outlines a series of steps to do the following: 

Data mapping HubSpot objects to Pronto objects 

1. Products
2. Accounts
3. Opportunities
4. Contacts

Pre-requisite

• Configure HubSpot integration with Pronto

Mapping HubSpot Objects to Pronto 

NOTE: System fields represent Pronto’s fields. 

1. Login into Pronto and navigate to Settings -> Integrations. Click on View details on the HubSpot integration card.
   
   
   
   
2. Click on Data Mapping.
   
   a. Retrieve your organization’s Product information from your HubSpot. From the drop-down menu under Select HubSpot object select Product and under Select HubSpot field select the appropriate field to map. (In the below shown example we are using the product name to pull data)
   
   b. Click on Save & fetch. This will fetch all the values that match the HubSpot field “Product Name” into Pronto.
   
   
   
   d. You will see a pop-up window with the list of Products. Select the products you would like to add and click Import.
   
   
   
   e. Under the List of product(s) imported from HubSpot, you will see the products added from HubSpot. You will see a blue tick mark once the mapping is complete. 
   
   
   
   

3. Accounts

   a. Click on Accounts on the left sub-navigation and from the drop-down menu under Select HubSpot object select Contact (In HubSpot Contacts and Accounts are tracked under Contacts)
   
   
   
   b. Once you select Company from the drop down, the list of system fields for Pronto and HubSpot fields appear which need to be mapped to pull data. Map only the required fields (denoted by *) and click on Save.
   
   
   
   c. Once you click on Save you will see the message "Account fields have been mapped successfully". You will see a blue tick mark once the mapping is successful. 
   
   
   
   

4. Opportunities

   a. Click on Opportunities on the left sub-navigation and from the drop-down menu under Select HubSpot object select Deal (In HubSpot Opportunities are tracked under Deals)
   
   
   
   b. Once you select Deal from the drop down, the list of system fields for Pronto and HubSpot fields appear which need to be mapped to pull data. Map only the required fields (denoted by *) and click on Save.
   
   
   
   d. Once you click on Save you will see the message "Opportunity fields have been mapped successfully". 
   
   
   
   e. Next, the Opportunity stages need to be mapped. Select Deal from the drop-down menu for the HubSpot object and Deal stage for HubSpot field.
   
   
   
   f. Map the System opportunity stages with the HubSpot opportunity stages and click on Save. You will see a message on the bottom left that reads, "Opportunity stages have been mapped successfully".
   
   
   
   g. Next, the Opportunity types need to be mapped. Select Deal from the drop-down menu for the HubSpot object and Deal type for HubSpot field.
   
   
   
   h. Map the System opportunity types with the HubSpot opportunity types and click on Save. You will see a message on the bottom left that reads, "Opportunity types have been mapped successfully". You will see a blue tick mark once the mapping is successful.
   
   
   
   

5. Contacts

   a. Click on Contacts on the left sub-navigation and from the drop-down menu under Select HubSpot object select Contact.
   
   
   
   b. Map the System fields with the HubSpot fields. Map only the required fields (denoted by *). 
   
   
   
   c. Click on Save once all the fields are mapped. You will see a message on the bottom left that reads, "Contact fields have been mapped successfully".
   
   
   
   d. Next, the Contact source need to be mapped. Select Contact from the drop-down menu for the HubSpot object and Source for HubSpot field.
   
   
   
   e. Map the System contact source with the HubSpot field and click on Save. 
   
   
   
   f. Next, the Contact rating need to be mapped. Select Contact from the drop-down menu for the HubSpot object and Lead rating for HubSpot field.
   
   
   
   g. Map the System contact rating fields to HubSpot contact rating and click on Save. You will see a message to the bottom left that reads " Contact rating have been mapped successfully". You will also see a blue tick once the mapping is successful.