Mapping your HubSpot properties to Symbo fields ensures that your data is accurately synced and accessible for a seamless sales experience. This guide will walk you through the process of mapping HubSpot properties to Symbo fields, so you can optimize your data flow and make the most of both platforms.
Getting Started with Property Mapping
Before starting, make sure you have access to both your HubSpot and Symbo accounts, as you’ll need to manage settings in both platforms.
Step 1: Review Your Properties in HubSpot
Log in to your HubSpot account and review the properties you want to sync with Symbo.
Step 2: Open CRM Mappings in Symbo
Open Organization settings and go to Integrations → CRM mappings.
Step 3: Map HubSpot Properties to Symbo Fields
The page shows a tab for each HubSpot object Symbo syncs — Accounts (companies) and Contacts. On each tab, Symbo fields are listed on the left, and some are pre-mapped to HubSpot properties by default. To customize a mapping, select the appropriate HubSpot property from the dropdown next to the Symbo field. Use the search box in the top-right to jump straight to a specific field.
Step 4: Save Your Mapping
Click Save at the bottom of the page.
Tips for Successful Mapping
Add custom prospect fields to Symbo for any HubSpot contact properties that are not available by default.
Troubleshooting Common Issues
Missing Fields: If a field isn’t available in Symbo, you may need to create a custom field in Symbo that aligns with HubSpot’s property.
Missing HubSpot Property Option: If you can not find the corresponding HubSpot property in the dropdown, make sure that the HubSpot data type matches the Symbo data type.
Reach out to Symbo Support: Shoot us a chat or email us at [email protected] we are eager to help you get the most out of Symbo!