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"
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2. Under "Actions", hit "Edit Properties"
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3. Go to the "Groups" tab. You'll find ProfitWell as a group below.
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4. Click "View Properties" under ProfitWell group.
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5. Select all the properties you want to add to each HubSpot contact. Then click "Create property".
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6. Go to a Contact, then click "View all properties".
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7. To add ProfitWell data to ALL contacts: Click into "Set default properties" (you can also access this page from Settings > Records Customization).
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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"!
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9. To add ProfitWell data to INDIVIDUAL contacts: In the search bar, look for "ProfitWell".
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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.
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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!
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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.