Background Information: This guide will help you better understand what are default & custom properties, as well as learning how to set them up in HubSpot to correctly sync them into ServiceBell.
Default Properties = HubSpot creates default properties in each account to store key information. Some of those properties, such as the lifecycle stage properties, are automatically populated by HubSpot. Some default contact properties cannot be edited. Instead of editing a default property, you can create custom contact properties. Some examples of default properties are Ideal Customer Profile Tier & Target Accounts.
Custom Properties: Every business is unique and so is their data. In order to help with this HubSpot enables customers to create unique custom properties to store unique data of your business. An example of a custom property is Fit Score.
Why Create Custom Properties: Many companies need to create custom company properties so they can identify who they are and do further operational work such as segmenting visitors based on headcount, revenue, industry, etc.
Setting Up A Custom Company Property:
- Click on the “Settings” gear icon in the top right corner.
- Click on “Data Management”.
- Click on “Objects” then “Companies”
- Click “Manage Company Properties”
1-way Custom Property Sync:
In addition to the default mapping you can map any custom ServiceBell property to any HubSpot property. The only condition is that the data types match (cannot map a number property to a string property for example).
Due to the nature of HubSpot's API these mappings will only propagate changes in ServiceBell up to HubSpot. Any changes made to a property in HubSpot will not be reflected in ServiceBell.
Instructions:
- Verify the property exists in HubSpot.
- Go to the Properties Page in ServiceBell.
- Click "+ Add Property". A modal will appear where you can configure the custom ServiceBell property and map it to the HubSpot property.
2-way Custom Property Sync:
There are some specially named custom properties that can be leveraged to accomplish two-way syncing between HubSpot and ServiceBell. ServiceBell is configured to track changes to properties named servicebell_sync_[1-10] on contact, company and deal objects. In order to set up a two-way sync, follow the instructions above but name the HubSpot property servicebell_sync_1.
Creating a 2-way Custom Property Sync - Part 1:
- Click on “Property Settings”.
- Click on “Create Property”.
- Complete the “Basic Info” fields:
- Click on the “</>” code view to change the internal name to the ServiceBell naming convention. So in this case it will be “servicebell_sync_1” if it’s your first custom property you are creating for SB. If you have already 2 custom properties, then you should name the internal name to “servicebell_sync_3”. This internal name cannot be edited later.
A. Object Type = Company
B. Group = Company Information
C. Label = Add Your Label Name
Creating a 2-way Custom Property Sync - Part 2:
As you may already know, in order for us to sync data from HubSpot into SB and vice versa, we need to make sure that SB can find the internal name “servicebell_sync_1” on the property. So since we now have two custom properties we need to build a workflow to sync both custom properties together.
1. Click on “Automations”.
2. Click on “Workflow”.
3. Create “Workflow”, click “From Scratch”, click “Company Based”, select “Blank Workflow” and “create”!
4. Setup trigger & click “when filter criteria is met”
- Select property name, in this case it will be “Company Fit Score” is known.
- Choose the action “Copy Property Value”.
- Select the value or property to copy from, in this case it is “Company Fit Score”. Then “Target Object” will be “Company” and “Property to Copy to” will be “ServiceBell Fit Score”.
- Review & Publish then toggle on “Yes, enroll existing companies…”.
- Make sure to enable “re-enrollment” that way the “Fit Score” is constantly updated since this is a dynamic rating we’re applying to each company.
- Turn on the workflow!