April 14th 2025: Legacy Custom Properties no longer receive data
- RollWorks data is no longer sent to HubSpot legacy properties.
- Update your HubSpot reports, dashboards, automations, and Company page layouts to use new custom properties.
- You can remove the legacy properties and their data from HubSpot.
What is changing
In 2024 RollWorks launched new HubSpot custom properties to sync RollWorks data to your Company records in HubSpot. The new custom properties have been pushed to your HubSpot instance automatically.
You should ensure your HubSpot reports, dashboards, or Workflow automations to use the new properties. All legacy custom properties will have a replacement so there is no loss in data or functionality.
Benefits
If your company has multiple RollWorks Profiles, the new custom properties allow you to integrate multiple RollWorks Profiles into one HubSpot instance. RollWorks writes data back to your HubSpot instance for all your integrated RollWorks Profiles.
Syncing restrictions are removed to give you access to more data and uncover insightful data.
- ICP Fit Grades are synced for all your HubSpot Company records, previously we only synced ICP Fit Grade for accounts that were part of an Account List.
- Account advertising performance metrics are now aggregated for all types of campaigns launched via RollWorks, previously only Account-based campaigns were synced.
How to identify new custom properties in HubSpot
RollWorks custom properties in HubSpot are categorized under Groups. The name of the Group determines if the custom property is new or legacy.
| New Custom Properties | Legacy Custom Properties | |
|---|---|---|
|
Property Group |
RollWorks Data for [Profile Name] |
RollWorks Data RollWorks Sales Insights |
To quickly find the new RollWorks custom properties when building reports, configuring automations or customizing layouts:
- Type RollWorks in the search bar
- Select only properties listed under the group called ROLLWORKS DATA FOR [Profile Name]
- Do not use properties listed under the group ROLLWORKS DATA or ROLLWORKS SALES INSIGHTS
If you have multiple RollWorks profiles connected to one HubSpot instance, both RollWorks profiles will write data back to HubSpot. You can distinguish each RollWorks Profile's data based on the name of the Group ROLLWORKS DATA FOR [Profile Name].
If you don't know the name of each RollWorks Profile, you can find the name of each individual profile by navigating to Settings > Advertiser Profiles.
How to Transition
Reach out to your CRM Administrator and identify any HubSpot reports, dashboards, or automations that are powered using data RollWorks.
Depending on our HubSpot package, and how many custom properties are included with your HubSpot contract, you may not have sufficient custom properties available to automatically view all RollWorks new custom properties.
In that case we suggest deleting legacy custom properties from HubSpot to free up enough space for the new properties.
Create new Reports and Dashboards
Edit your existing reports and replace the legacy properties with the equivalent new property.
Select only properties listed under the header called ROLLWORKS DATA FOR [YOUR PROFILE NAME]
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-
- Don't select properties listed under the header called ROLLWORKS DATA
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Update your Company Layout
- Navigate to Settings > Data Management > Companies.
- Click the tab Record Customization.
- Click the name of the specific View you want to customize.
- Remove the old custom properties from your layout.
- Add the new custom properties to your layout.
Deprecating Legacy custom properties
After you have migrated any HubSpot reports, dashboards, or Workflows to the new properties, we recommend deleting the deprecated properties from your instance, to avoid confusion.
If you do not delete the legacy properties, nothing will happen as RollWorks stopped writing and updating data.