HubSpot Attribute MappingLast Updated: August 01, 2018
If you use the HubSpot Integration, there might be some attributes you might want to map that are not defaulted in the Drift app.
The HubSpot Integration is available on our Pro Plans and above.
These custom attributes can actually be mapped with the or in the backend, and transferred over to your HubSpot integration set up in a few steps that you can do in the Drift app!
If you are just getting started with Drift, you can upload a CSV of contacts that are assigned a certain attribute in the CSV. If you are already a Drift user and are looking to add custom attributes to your workflow now, you can skip this section!
Upload CSV and Assign Your Attribute to a Drift Attribute
You always need an "email" field to map into Drift in order for your CSV upload to be successful
Make sure to finish your import after you're done!
Mapping Custom Attributes to HubSpot
You can write in your own Static attribute as well:
Careful you're not mapping to a "Read Only" field in Hubspot or that Hubspot doesn't require a specific format. (ex. Country = United States trying to map to a Country field that only accepts US)
Use Attributes for Targeted Reporting in Hubspot
Organizations may want to see which playbooks are creating the most leads in Hubspot. Below is a tip on how you can manage this with attribute mapping!
Let's use these playbooks as an example:
- When editing each playbook, head over to the Goals section and find the LeadBot Qualified goal
- Here, you can create a new goal for when a lead is qualified by each individual playbook
- For this example, we would add Home, Pricing, Products, and Support Qualified goals. Instead of LeadBot Qualified goals for all four.
- Then, you can go to the Apps section under Settings and map the Lead Stage to Hubspot
- This will cause Leads added to Hubspot to have a tag relevant to the playbook they engaged with
Check out the screen recording of these steps!