HubSpot Property Mapping for Company Record Creation

RollWorks can create new Company records in your HubSpot instance as part of the features below:

 

Default HubSpot Company Field Mapping

Any Company records created by RollWorks in your HubSpot will be enriched with firmographic data using the field mapping below:

RollWorks Account Field HubSpot Company property Notes
Domain Website

Mapping not customizable

RollWorks Sourced RollWorks Sourced

Mapping not customizable. This field identifies contacts sourced from RollWorks. This field identifies companies sourced from RollWorks. This field is set to True if soured from RollWorks, False otherwise.

Company Name Company name Mapping not customizable
Size Number of Employees Mapping not customizable
Revenue Annual Revenue Mapping not customizable
Country Country/Region Mapping not customizable
Name Account Name Mapping not customizable

 

RollWorks Sourced Field

This field mapping allows you to identify in HubSpot which Companies have been created by RollWorks through the Command Center or Contact Discovery Workflows. This field can help with attribution to RollWorks or to create reports.

When you complete the initial HubSpot integration with RollWorks, we automatically create a custom property called “RollWorks Sourced” in your standard account object.

When RollWorks creates a new Company record in your HubSpot instance we will update the custom property “RollWorks Sourced” to True, so that you have an indication of what records have been created by RollWorks.

Your CRM admin can use this field to create logic to assign the newly created account records to your Sales team.

 

Default Company Owner in HubSpot

The Company Owner for the newly created Company record will be blank.

 

Customize HubSpot Company Field Mapping

Currently, field Mapping between HubSpot Company properties and RollWorks Account fields cannot be customized.

You can view your Default CRM Field Mapping in your RollWorks account by clicking here or navigating to Settings > HubSpot and scrolling down to Field Mapping.

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You will be able to see the default Company property mapping. These mapping is not customizable.

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