Setting up HubSpot custom fields
- 1 minute read
- Contributors
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Setting up HubSpot custom fields
- 1 minute read
- Contributors
- DarkLight
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In order to display all data you want to export to HubSpot, we need to define additional fields in the task or contact object and add them to the layout for that object.
To set up the configuration for your custom fields:
In HubSpot define the custom fields in the relevant object. See Internal name in Create and edit properties to define custom fields in HubSpot.
Add the custom fields to the layout
Note:
It takes up to an hour for new fields to be populated in HubSpot.
The custom fields are listed according to each feature they are associated with.
Engage flow fields
Add Engage data to your tasks and contacts so that you can see which actions were done as part of a flow. By exporting Gong’s Engage data to HubSpot, you can also run Sales-engagement analysis directly in your CRM.
Add the following custom fields:
Field lable name | Description | Object to add field to | Field API name | Data type |
|---|---|---|---|---|
Gong flow ID | The ID of the flow the contact is in. Empty when not associated with a flow | Contact | gong_current_flow_id__c | Text (30) |
Gong step attempt ID | The ID of the action that represents the step in the flow the task is associated with. For example, if a rep makes a phone call as part of a step in a flow, and they had to call 5 times before the person answered, this ID represents one of the times the rep tried to call. | Contact | gong_flow_execution_id__c | Text (50) |
Gong flow name | The name of the flow the contact is in | Contact | gong_current_flow_name__c | Text (100) |
Gong flow status | The status of the flow the contact is in | Contact | gong_current_flow_status__c | Picklist. Options are:
|
Gong step number | The step in the flow the contact is in | Contact | gong_current_flow_step_number__c | Text (10) |
Gong step type | The type of step the contact is in | Contact | gong_current_flow_step_type__c | Text (80) |
Gong step due date | The date the current task is due to be completed. For example, if the step is to make a phone call, this field shows the date the call should be made. | Contact | gong_current_flow_task_due_date__c | Date |
Gong added to flow by | The name of the Gong user who assigned the contact to a flow | Contact | gong_current_flow_user_name__c | Text (80) |
Gong currently in a flow | Indicates whether the contact is currently in an Engage flow | Contact | gong_actively_being_in_a_flow__c | Checkbox |
Date Added to Engage Flow | The date the contact was added to the flow | Contact | gong_added_to_flow_date__c | Date |
Currently in Engage Flow | Indicates whether the contact is currently in an Engage flow | Contact | gong_actively_being_in_a_flow__c | Checkbox |
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