Set import of HubSpot fields

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Article summary

Import HubSpot fields to integrate CRM data with Gong data. Filter calls, view deals, and track changes in account timeline. Ensure user connecting to HubSpot has access to desired fields. Manage HubSpot fields in Company settings. Select fields to import from Contact, Account, Opportunity, and Lead tabs. Create variables and track changes for field values. Set deal amount field as currency. Enable contact role field association for conversations. Save settings for integration.

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Import HubSpot fields so that you can see your CRM data together with your Gong data in one place. Once you're set up, you can:

Filter calls by data from HubSpot, such as calls for a specific deal, in the Search page
View deals and their value in the Accounts page
See HubSpot fields as part of the ranking criteria in Whisper for Topics
Drill down to monitor changes in the account timeline (for Opportunity fields set to track changes)

Note:
Make sure that the user that connects to HubSpot has access to all fields you want to import.

Go to Company settings > CRM > HubSpot.
In the Import from HubSpot area, click Manage HubSpot Fields.
The list of fields you can import from HubSpot are organized by Contact, Account, Opportunity, and Lead.
Tip:
Use the search to search for fields within each object.
In each tab, select the fields that you want to use to in Gong, such as filter calls and view in deals.
To create a variable from a CRM field, select Create variable next to the field. This enables you to create variables from CRM fields that are imported to Gong in addition to the built-in variables that Gong provides. These variables will then be available for use when creating email templates.
To track the change of a field's value, select Track changes next to the field. Track changes enables you to monitor when and what changes to your HubSpot fields happen as your deal progresses. If your team is using playbooks, it enables users to see when fields were last updated.
Changes are shown in the account timeline and account page.
Note:
This step requires that you have set up field history tracking in HubSpot.
Select the field you want to use as the deal amount. This field type must be currency.
In the Activity association area, toggle Use contact roles to ON to let Gong use the contact role HubSpot field when associating conversations to deals automatically.
Go here to learn more about automatic association.
Tip:
This feature is currently in limited availability.
Click Save.

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What's Next

Required HubSpot fields that Gong accesses