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INFORMATION This article covers the basics of property mapping. For a more detailed guide on the enhanced functionality, please see our updated article on Two-way sync for HubSpot. |
Any property of a HubSpot object (e.g., a Deal, Contact, Company, Ticket, Quote, Listing, Appointment, Service, or Custom Object) can be mapped to a data field in a Oneflow contract. By default, the HubSpot integration transfers a fixed set of properties to Oneflow data fields when a contract is created.
However, you can map and sync additional HubSpot properties to Oneflow’s data fields via the Two-way sync functionality. To do this, you’ll need to select which HubSpot property will be mapped to which data field in Oneflow.
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NOTE You’ll need HubSpot administrative privileges to configure data fields using Two-way sync. Once configured, the additional properties will be available to all Oneflow users of the account. |
Map properties to data fields
To map HubSpot properties to data fields in Oneflow, follow these steps:
- Log in to HubSpot as an administrator.
- Navigate to any HubSpot object (e.g., a Deal, Contact, Company, Ticket, Quote, Listing, Appointment, Service, or Custom Object).
- In the Oneflow widget, click on Settings.
- Select the Two-way Sync & mapping tab.
- Click the + Add new property button.
A new field mapping row will appear, where you’ll need to set three values: Object, Property, and Oneflow label.
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NOTE Please note that all three values are mandatory for mapping a property. |
- Select the HubSpot object whose property you want to map from the first dropdown. This can be:
• Deal
• Company
• Contact
• Ticket
• Quote
• Listing
• Appointment
• Service
• Course
• Custom object -
Select a property from the second dropdown (the list varies by object).
INFORMATION
Using the Search feature: Click the search icon and start typing the name of any object, property, or Oneflow label in the text field (requires a minimum of three characters to start searching). The table will be filtered to match your search.
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Enter a Oneflow Label, which is the name of the Oneflow data field the HubSpot property maps to. This label appears in the Oneflow contract/template. By default, the text box is populated as Objectname_propertyname, but admins can choose any name.
NOTE
Each Oneflow label mapped to a HubSpot property must be unique; two property mappings cannot share the same Oneflow label.
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Select your preferred sync direction options for each property (HubSpot → Oneflow, Oneflow → HubSpot, or both).
NOTE
To learn more about sync directions, see the Two-way sync article.
- Click Save Changes.
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INFORMATION
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Understanding Contact and Product Mapping Certain HubSpot objects, like Contact and Product, have a unique mapping behavior when creating Oneflow data fields. When you map their fields, Oneflow creates numbered sets of data fields to handle multiple contacts (participants) or products from a single deal. The key to this mapping is the order in which the contacts or products appear. How Contact Mapping Works When you map HubSpot fields for a Contact (like Name or Email), Oneflow creates corresponding data fields like `Contact_Name_1`, `Contact_Name_2`, and `Contact_Name_3`. The mapping for participant 1, 2, etc., is determined by the top-to-bottom order of contacts in the Participants list when you create the contract. Example: Imagine your participants are listed in this order in the 'Create Contract' window:
The system will automatically map their data as follows:
This means the first person in the list will always populate the `_1` fields, the second will populate the `_2` fields, and so on. A similar logic applies to Products, where the order of line items in your HubSpot deal determines which data populates the `Product_1`, `Product_2`, and `Product_3` fields in the contract. |
Using Mapped Properties in a Oneflow Template
After mapping HubSpot properties to Oneflow data fields, let’s see how to transfer these values to a contract. This example uses a custom HubSpot Company property called ‘Org no’ mapped to a Oneflow data field called 'Company Org no'. (To learn how to create a custom property in HubSpot, see Create and edit properties).
Follow the steps below to use a mapped HubSpot property in your Oneflow contract:
- Ensure you’ve successfully mapped the HubSpot properties with the data fields in Oneflow as specified above.
- Log in to your Oneflow account.
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Navigate to a template and ensure its template group is set to Hubspot.
IMPORTANT
If the template group isn’t set to Hubspot, select Hubspot from the template group dropdown in the Settings pane.
- Make a note of the template name; you’ll need it later.
- In the template, place the cursor where you want the data field and click the Data field icon.
- Select the data field from the dropdown list.
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INFORMATION Before creating a contract, ensure the HubSpot property you’re pulling (e.g., Org no) contains a value; otherwise, the Oneflow data field will be empty. |
- Go to the HubSpot deal from which you want to create a contract and click the company name.
- Ensure the custom property (e.g., Org no) contains a value.
- Open the Oneflow widget in the deal and click Create contract.
- Enter a name in Contract Name.
- From the Template dropdown, select the HubSpot template you configured in Oneflow.
- Select the checkboxes for the contacts (participants) to add to the contract. To learn more, see Getting Started with HubSpot.
- Click Create Contract to confirm.
- Click Navigate to contract.
- Verify that the HubSpot property value is populated in the Oneflow contract (e.g., Organization number).
Delete property mappings
If you wish to remove a HubSpot property mapped to a Oneflow data field, you can do this from the Oneflow integration Settings panel in HubSpot.
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NOTE You’ll need administrator rights to delete property mappings. |
To delete property mappings, follow these steps:
- Log in to HubSpot as an administrator.
- Navigate to any HubSpot object (e.g., Deal, Contact, Company, Ticket, Quote, Listing, Appointment, Service, or Custom Object).
- Click Settings in the Oneflow pane.
- Select the Two-way Sync & mapping tab.
- Click the bin icon next to the mapping you wish to delete.
- Click Delete in the confirmation prompt.
- Click Save Changes to apply.