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Use the (+) and (-) buttons to add or remove fields. Click Save when you are finished.
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Syncing to HubSpot Objects
Captello can sync to the custom objects in HubSpot. We allow associating contacts to custom objects using the association endpoint, which requires adding the custom object ID to the automation action when used.
We collect the custom object ID, because we are not creating this custom object, it has to be already created in HubSpot. So for example, if the custom object is “Event”, you should select the association linked to this custom object and also add the Event ID when setting up the automation action.
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Once synced, the associated contacts can be viewed from the Objects page as shown in this example:
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| Info |
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The simplest way to get the object ID for a custom object will be to look at the url when you are in your HubSpot portal when looking the object dashboard. The Object ID will always be the number that starts with "2-" For example, in the url: https://app.hubspot.com/contacts/5555555/objects/2-1234567/views/all/list |
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If the prospect field is set to be VIP and meets the condition, then the action Add to HubSpot will take place and the lead will be sent to HubSpot.
Otherwise, the default is set to No and the prospect will be sent to HubSpot.
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Syncing
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Prospect Owner
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Captello supports syncing the Owner field. It also supports syncing the ‘Captured by’ field, which contains the name of the user who captured the lead.
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You can sync them to already existing single-line text fields in HubSpot, but in our example, we will create new fields (properties) for them.
Creating HubSpot Fields (Properties)
To create new Properties on HubSpot:
navigate to Settings > Properties > Create Property.
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Choose Contact and Contact Information then name the property.
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Choose Single-line text and finish creating the property.
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Repeat the same steps to create another field to equate the Captello Owner field.
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Go back to Captello and click on Sync Objects to sync the new properties.
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Click on Field Mapping and map the new properties to the Captello fields.
Captello’s Captured by field appears as Last Event Submission Captured By while Captello’s owner field appears as Owner.Then click Save.
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Once you sync a lead to HubSpot, Owner and Captured by values will appear under the selected properties.
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the ability to natively sync Prospect owners with HubSpot.
When setting up your Add to HubSpot fulfillment action, make sure you also enable the Sync Owner option as shown here:
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When enabled, the system checks if the prospect has an owner, then attempts to match the owner’s email with a HubSpot user before syncing the lead. If no match is found, the lead is synced without the owner information.
HubSpot Logs
From the connectors page, click the Logs button to view sync logs.
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