RollWorks is now AdRoll ABM
You may notice that some terminology in our CRM integrations still refers to RollWorks. Don't worry, you're in the right place! We're in the process of updating our integrations, and we appreciate your patience while we work to get everything rebranded to AdRoll ABM.
Contact field mapping is a critical step to configure how we create contacts in your HubSpot instance, ensuring that data flows smoothly and accurately.
We can create new Contact records in your HubSpot instance through the following Contact Discovery Workflows:
- Acquire New Contacts: this Workflow template uncovers new contacts within accounts that exhibit buying signals. You will be able to acquire new, unknown contacts that do not currently exist in your CRM and match your specified criteria.
- Discover New Engaged Contacts: this Workflow template uncovers new contacts that are engaging with your website and belong to accounts that exhibit buying signals.
The table below includes our field mapping available for Contact creation in HubSpot:
| AdRoll Contact Fields | Default HubSpot Contact properties | Notes |
|---|---|---|
| RollWorks Sourced | RollWorks Sourced |
Field Mapping is mandatory. Learn more here |
| First Name | First Name | Field mapping optional. Customizable. |
| Last Name | Last Name | Field mapping optional. Customizable. |
| Business Email | Field mapping optional. Customizable. | |
| Job Title | Title | Field mapping optional. Customizable. |
| Mobile Phone | Mobile Phone | Field mapping optional. Customizable. |
| Direct Number | Business Phone | Field mapping optional. Customizable. |
| Contact Street | Mailing Street | Field mapping optional. Customizable. |
| Contact City | Mailing City | Field mapping optional. Customizable. |
| Contact State Code | Mailing State/Province |
Field mapping optional. Abbreviated US state code such as NY, CA, etc. |
| Contact State Name | Mailing State/Province |
Field mapping optional. Customizable. Full US State name, such as New York, California, etc. |
| Contact Country | Mailing Country |
Field mapping optional. Customizable. This field captures the contact’s location, regardless of where the company is located. Currently, we only support the creation of contacts located in the US, the company can be located anywhere. |
| Seniority Level | N/A | Field mapping optional. Customizable. |
| Contact Street 2 | N/A | Field mapping optional. Customizable. |
| Contact Zip Code | N/A | Field mapping optional. Customizable. |
| Contact Zip Code + 4 Code | N/A | Field mapping optional. Customizable. |
| Company City | N/A | Field mapping optional. Customizable. |
| Company HQ State Code | N/A |
Field mapping optional. Customizable. Abbreviated US state code such as NY, CA, etc. |
| Company HQ State Name | N/A |
Field mapping optional. Customizable. Full US State name, such as New York, California, etc. |
| Department | N/A | Field mapping optional. Customizable. |
| Office Street | N/A | Field mapping optional. Customizable. |
| Office Street 2 | N/A | Field mapping optional. Customizable. |
| Office City | N/A | Field mapping optional. Customizable. |
| Office State Code | N/A |
Field mapping optional. Customizable. Abbreviated US state code such as NY, CA, etc. |
| Office State Name | N/A |
Field mapping optional. Customizable. Full US State name, such as New York, California, etc. |
| Office Zip Code | N/A | Field mapping optional. Customizable. |
| Office Zip Code + 4 Code | N/A | Field mapping optional. Customizable. |
How to configure Contact Field Mapping
- Log in to AdRoll ABM and navigate to Settings.
- Under Integrations click HubSpot.
- Scroll down to the Field Mapping section on the page.
- Click Edit next to HubSpot Contact.
Mandatory Contact field mapping
The following three fields are mandatory for Contacts:
| AdRoll Contact Fields | Default HubSpot Contact property | Notes |
|---|---|---|
| First Name | First Name | Field Mapping mandatory. Customizable. |
| Last Name | Last Name | Field Mapping mandatory. Customizable. |
| Business Email | Field Mapping mandatory. Customizable. | |
| RollWorks Sourced | RollWorks Sourced | Field Mapping mandatory. Not Customizable |
These three fields must be mapped to your HubSpot fields as they are essential for contact creation, used by our Contact Discovery Workflow feature.
By default, they are mapped to the default fields for First Name, Last Name, and Email in your HubSpot instance; however, you can adjust as needed by selecting a different field from the dropdown under the column HubSpot Properties.
RollWorks Sourced field
This field mapping allows you to identify in HubSpot which Contact records have been created by us through a Contact Discovery Workflow. This field can help with attribution to the AdRoll ABM platform or to create reports.
When you complete the initial HubSpot integration, we automatically create a custom property called “RollWorks Sourced” in your Contact object.
When a new HubSpot contact is created by us through a Contact Discovery Workflow, we will update the custom property “RollWorks Sourced” to True, so that you have an indication of what records have been created by us.
Your CRM admin can use this property to create logic to assign the newly created contacts to your Sales team.
Optional Contact field mapping
In addition to the three mandatory fields (First Name, Last Name, and Email) we can write additional data points to the Contacts we create in HubSpot through a Contact Discovery Workflow.
Below are the additional contact data points available to configure field mapping:
| AdRoll Contact Fields | HubSpot Default Property Mapping | Notes |
|---|---|---|
| Job Title | Title | Field mapping optional |
| Mobile Phone | Mobile Phone | Field mapping optional |
| Direct Number | Business Phone | Field mapping optional |
| Contact Street | Mailing Street | Field mapping optional |
| Contact City | Mailing City | Field mapping optional |
| Contact State | Mailing State/Province | Field mapping optional |
| Contact Country | Mailing Country |
Field mapping optional This field captures the contact’s location, regardless of where the company is located. Currently, we only support the creation of contacts located in the US, while the company can be located |
| Seniority Level | N/A | Field mapping optional |
| Contact Street 2 | N/A | Field mapping optional |
| Contact Zip Code | N/A | Field mapping optional |
| Contact Zip Code + 4 Code | N/A | Field mapping optional |
| Company City | N/A | Field mapping optional |
| Company State | N/A | Field mapping optional |
| Department | N/A | Field mapping optional |
| Office Street | N/A | Field mapping optional |
| Office Street 2 | N/A | Field mapping optional |
| Office City | N/A | Field mapping optional |
| Office State | N/A | Field mapping optional |
| Office Zip Code | N/A | Field mapping optional |
| Office Zip Code + 4 Code | N/A | Field mapping optional |
Fixed Value field mapping
In addition to our fields mentioned in this guide, you can map a static or fixed value to a HubSpot Contact property of your choice.
This can be especially useful if you want to specify a lead status, sub-status, or use different fields for lead source or attribution.
Default Contact Owner in HubSpot
The Contact Owner for the newly created Contact record will be blank by default. The default Contact Owner is not customizable.
Managing Changes
- When you change your Contact field mapping, the changes are applied immediately to your active workflows.
- If you make changes to field mappings after a Contact Discovery Workflow has started, the changes will not apply retroactively for contacts and leads created before the change. They will only take effect for any new contacts that are acquired in the next Workflow run after the field mapping changes have been saved in the AdRoll ABM platform.
- Since mappings are stored centrally, any changes you make will apply to contact records being created from anywhere across the AdRoll ABM platform.
Error Handling
- If a default field or a user-selected field becomes unavailable (e.g., if the field name is changed in your HubSpot instance), we will display a warning on both the workflow action slider and the edit mapping slider. This alert helps you identify fields that need attention.
- To resolve issues with unavailable fields, you can either map the field to a different HubSpot property or delete the mapping. Note that you cannot delete or change mappings for mandatory fields.