Using Custom Field Sync with HubSpot in the trumpet Platform
Watch the video on how to set up and use custom fields with the Hubspot integration or read the step-by-step guide below:
Accessing HubSpot Integration Settings
Go to the integrations tab.
Find the HubSpot integration and click on the settings cog.
Select the option to manage fields.
Selecting Fields in HubSpot
Fields are separated by deal, company, and contact.
Ensure the variable you want to add to your Pod is from the correct Hubspot object.
Choosing a Field to Sync
Example: Selecting "postal code" from the company section.
Verify that the "postal code" field has populated information in Hubspot.
Creating a Custom Field
Create the field (e.g., postal code)
Double-check which Hubspot object (Deal, Company or Contact) you are using to create this variable.
Implementing the Custom Field in Templates
Edit a template where you want to use the custom field.
Add the field variable (e.g., postal code) to the template.
Creating a Pod
Click Create Pod and make sure you select the template where you placed the Custom field variable.
When creating your Pod, make sure that in the CRM search field you select the correct object for the field you just created (e.g. Company)
Complete the pod creation process.
Viewing Synced Field in Proposal Document
Check the proposal document in the pod to see the synced field (e.g., postal code) pulled from HubSpot CRM.
The information is automatically populated as a variable, saving time and manual data entry.
