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Overview

Unify can sync data between HubSpot objects and Unify objects. However, the exact fields in HubSpot differ from Unify, so Unify needs to understand how to sync data between the two systems. This is done using field mappings.

Setup

Change field mappings

When you first connect your HubSpot instance, Unify will automatically prepare the field mappings for you. If you use any custom properties in place of default HubSpot properties, you may want to update the mappings before Unify starts syncing data. In the HubSpot integration settings, look for the Company, Person, and Email Message field mappings at the bottom of the page. Select one to view and edit the field configuration.

Customize which fields are synced to and from HubSpot.

You can return to update these mappings any time in the future, so you don’t need to worry about getting them perfect right off the bat!

(Optional) Create custom properties

You can write values to default properties and custom properties. In order to write to custom properties, they must already exist in HubSpot. While some of the fields Unify can write exist as standard properties in HubSpot, many of them do not. In particular, Unify-specific fields (like the name of the Sequence a person was enrolled in) do not exist in HubSpot by default. In order to write these values to HubSpot, you will need to create custom properties before mapping them.
Here’s what the process looks like for adding Contact properties. First, in HubSpot, navigate to CRM -> Contacts.
HubSpot Home
Select Actions -> Edit properties.
HubSpot Contacts
Navigate to Groups -> Create group.
HubSpot Contact Property Groups
Type in the name of the group (recommended title “Unify information”) and click Create.
HubSpot Contact Create Property Group
Navigate to Properties -> Create property.
HubSpot Contact Properties
When editing the property details, make sure the Object type is set properly (in this case, to Contact) and the Group is set to the group you created earlier. You can fill in the Label and Description as desired.
HubSpot Contact Create Property
Lastly, select the Field type and click Create.
HubSpot Contact Select Property Type
This is what your Contact properties filtered to your new group might look like after you’ve added them:
HubSpot Contact New Properties
You can then repeat this process for Company properties as well.

Available fields

Below is a full list of the values that can be configured in the field mappings for each object type. Some of these are standard properties, while others provide Unify-specific information, such as the name of the Sequence that a person was enrolled in.
FieldDescription
Company Name
Text
Name of the company.
Domain
Text
Web domain of the company.
Address
Text
Physical address of the company.
State or Province
Text
State, province, region, or territory the company is located in.
Country
Country
Country the address is located in.
City
Text
City, town, or village the company is located in.
Postal Code
Text
Postal code for the company.
Time Zone
Text
Time zone the company is located in.
Corporate Phone
Text
Corporate phone number for the company.
Status
Text
Status of the company in the sales lifecycle.
LinkedIn URL
Text
URL to the company’s LinkedIn page.
Description
Text
Description of the company.
Do Not Contact
Boolean
Flag indicating that the company should not be contacted.
Founded
Date
Date the company was founded.
Industry
Text
Industry the company is in.
Employee Count
Number
Approximate number of employees at the company.
Revenue
Number
Estimated annual revenue of the company.
Revenue Currency
Text
Three-letter ISO 4217 code indicating the revenue value currency type.
Account Source
Text
Channel this Company record was sourced from.
Unify Metadata
Text
A unique identifier useful for tracking records that Unify writes to.
Unify Created At
Date
Date and time the record was created by Unify. This will only be populated if Unify created the record; otherwise, it will remain empty.
Unify Updated At
Date
Date and time the record was last updated by Unify.
Unify First Written At
Date
Date and time the record was first written to by Unify. This will be populated when Unify first creates or updates the record, and it will not change after that.
Unify Initial Play
Text
Name of the first Unify Play that ran on this record.
Unify Initial Play At
Date
Date and time the first Unify Play ran on this record.
Unify Most Recent Play
Text
Name of the most recent Unify Play that ran on this record.
Unify Intent Level
Text
Intent level of the company (either High, Medium, Low, or None).
FieldDescription
Email
Text
Contact email address.
Address
Text
Physical address of the person.
Country
Country
Country the address is located in.
Postal Code
Text
Postal code for the person.
Email Opt Out
Boolean
Indicates whether the person has opted out of receiving emails.
Status
Text
Status of the person in the sales lifecycle.
First Name
Text
First name of the contact.
First Name Suffix
Text
Suffix of the first name of the contact.
Last Name
Text
Last name of the contact.
Title
Text
Job title or position of the contact.
Mobile Phone
Text
Mobile phone number of the contact.
Work Phone
Text
Work phone number of the contact.
Corporate Phone
Text
Corporate phone number of the contact.
LinkedIn URL
Text
LinkedIn profile URL of the contact.
Do Not Call
Boolean
Indicates whether the contact should receive phone calls or not.
Do Not Email
Boolean
Indicates whether the contact should receive emails or not.
EU Resident
Boolean
Indicates whether the contact is a resident of the European Union.
Lead Source
Text
Channel this Person record was sourced from.
Last Activity Date
Date
Date of the last activity or engagement with the contact.
Unify Metadata
Text
A unique identifier useful for tracking records that Unify writes to.
Unify Created At
Date
Date and time the record was created by Unify. This will only be populated if Unify created the record; otherwise, it will remain empty.
Unify Updated At
Date
Date and time the record was last updated by Unify.
Unify First Written At
Date
Date and time the record was first written to by Unify. This will be populated when Unify first creates or updates the record, and it will not change after that.
Unify Initial Play
Text
Name of the first Unify Play that ran on this record.
Unify Initial Play At
Date
Date and time the first Unify Play ran on this record.
Unify Most Recent Play
Text
Name of the most recent Unify Play that ran on this record.
Unify Most Recent Play At
Date
Date and time the most recent Unify Play ran on this record.
Unify Initial Sequence
Text
Name of the first Unify Sequence this person was enrolled in.
Unify Initial Sequence At
Date
Date and time this person was first enrolled in a Unify Sequence.
Unify Initial Sequence Step At
Date
Date and time this person first completed a step in a Unify Sequence.
Unify Most Recent Sequence
Text
Name of the most recent Unify Sequence this person was enrolled in.
Unify Most Recent Sequence At
Date
Date and time this person was most recently enrolled in a Unify Sequence.
Unify Most Recent Sequence Step At
Date
Date and time this person most recently completed a step in a Unify Sequence.
Unify Most Recent Sequence Status
Text
Status of the most recent enrollment for this person. The statuses shown on enrollments in Unify are the same values that will be written to HubSpot.
Unify Initial Reply Classification
Text
High-level classification of the initial reply received from a person. It will be either “Positive”, “Objection”, “Neutral”, “Automated”, or “Negative”.
Unify Most Recent Reply Classification
Text
High-level classification of the most recent reply received from a person. It will be either “Positive”, “Objection”, “Neutral”, “Automated”, or “Negative”.
Unify Initial Reply Tags
Text
Comma-separated list of classification tags of the initial reply received from a person. For example, “Ready to meet, Needs more information”.
Unify Most Recent Reply Tags
Text
Comma-separated list of classification tags of the most recent reply received from a person. For example, “Ready to meet, Needs more information”.
FieldDescription
Universal Message ID
Text
Globally unique identifier that exists for all email messages.
Subject
Text
Subject of the email.
HTML Content
Text
Body of the email.
Sent At
Date
Date and time the email was sent.
I