To access the HubSpot Mappings, navigate to Setup (1) → Integrations (2) → Hubspot (3). Next, select the HubSpot connection that you are interested in (4).
Mappings
In the Mappings tab (1), you can configure mappings for Contacts (2). Mappings can be configured for the following:
- General Default Values - you can set up default values that are populated every time a user is using the Romify App (3). These defaults are always run, regardless of which flow the user is using or which event they are participating in.
- Event Default Values - you can configure mappings for default values during a selected event (4). These values will automatically be sent to Salesforce every time a new lead is created, without any action required from the end user. These values are set up specifically for each event.
- Flow Default Values - you can define mappings for default values for every instance when the chosen flow is used (5). These values will be populated in the background, without any action required from the end user.
- Flow Question Mappings - you can configure mappings for every question in every flow (6).
- Contact Information Mappings - this mapping includes all contact information that is gathered by capture methods (7). These mappings can only be modified - you can decide which of them should be enabled and which values should overwrite existing information in Salesforce.
To learn how to create mappings for all categories, please read the following article. If you want to learn how to edit existing mappings, you can find more information here.
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