You have now connected your ProfitWell account with HubSpot. Now your ProfitWell customer data can be passed directly to HubSpot to enrich details about your contacts and/or companies and deals.
The next step is how to add ProfitWell fields to your existing contacts in HubSpot:
1. Go to your HubSpot account. Click into "Contacts" > "contacts"
![](https://files.helpdocs.io/gvtU4sx5eD/articles/v05eziyq3b/1589946787945/screen-shot-2020-05-19-at-23-52-11.png)
2. Under "Actions", hit "Edit Properties"
![](https://files.helpdocs.io/gvtU4sx5eD/articles/v05eziyq3b/1589946932222/screen-shot-2020-05-19-at-23-54-39.png)
3. Go to the "Groups" tab. You'll find ProfitWell as a group below.
![](https://files.helpdocs.io/gvtU4sx5eD/articles/v05eziyq3b/1590552227576/screen-shot-2020-05-26-at-17-52-54.png)
4. Click "View Properties" under ProfitWell group.
![](https://files.helpdocs.io/gvtU4sx5eD/articles/v05eziyq3b/1590552357835/screen-shot-2020-05-26-at-18-05-05.png)
5. Select all the properties you want to add to each HubSpot contact. Then click "Create property".
![](https://files.helpdocs.io/gvtU4sx5eD/articles/v05eziyq3b/1590552390905/screen-shot-2020-05-26-at-18-04-39.png)
6. Go to a Contact, then click "View all properties".
![](https://files.helpdocs.io/gvtU4sx5eD/articles/v05eziyq3b/1590589543252/screen-shot-2020-05-27-at-04-24-35.png)
7. To add ProfitWell data to ALL contacts: Click into "Set default properties" (you can also access this page from Settings > Records Customization).
![](https://files.helpdocs.io/gvtU4sx5eD/articles/v05eziyq3b/1590590470522/screen-shot-2020-05-27-at-04-36-22.png)
8. On this default settings page, click on the ProfitWell dropdown and select all the desired properties.Then you're all done after you hit "Save"!
![](https://files.helpdocs.io/gvtU4sx5eD/articles/v05eziyq3b/1590590581585/screen-shot-2020-05-27-at-04-37-40.png)
9. To add ProfitWell data to INDIVIDUAL contacts: In the search bar, look for "ProfitWell".
![](https://files.helpdocs.io/gvtU4sx5eD/articles/v05eziyq3b/1590589674824/screen-shot-2020-05-27-at-04-26-55.png)
10. Within ProfitWell's properties, you can add all the ones you want directly into your Contact's "About" profile by clicking "Add to your view" under each property you select.
![](https://files.helpdocs.io/gvtU4sx5eD/articles/v05eziyq3b/1590589730418/screen-shot-2020-05-27-at-04-27-19.png)
11. After you select all your desired properties, you can see them show up on the left-hand column to manage. Now you are all done!
![](https://files.helpdocs.io/gvtU4sx5eD/articles/v05eziyq3b/1590589937482/screen-shot-2020-05-27-at-04-31-03.png)
12. For company level or deal level setup, you'd go through a similar workflow on those levels.
Important things to note:
- ProfitWell will never overwrite your existing HubSpot contact fields
- For ease of categorization, we recommend that you rename all associated columns in HubSpot
- Every 4-8 hours, ProfitWell will update the HubSpot fields based on changes reflected in ProfitWell
- ProfitWell data mapping to Company properties coming soon
Want faster data syncs? Contact support@profitwell.com.