Field mapping allows you to specify what Cognism data or custom values will flow into HubSpot when new or existing data is exported from the Cognism Web Application or Chrome Extension.
Click on your user avatar in the upper right corner and go to> Integrations > HubSpot > Configure (next to Log Out).
General
Here you have option to configure different actions when a contact and company is being exported to HubSpot. These can be configured in their respective tabs by the Admin user.
Export Rules allow you to decide what happens if matches for prospects or company are found in the CRM when exporting to CRM. You can choose to:
-
- Create new Contact
- Update existing Contact
- Create new Company
- Update existing Company
Contact
Within the Contact tab, you can configure what Cognism data fields are mapped to in HubSpot by selecting an option to be mapped from the picklist.
The following Cognism mappings are available (All out-of-the-box HubSpot fields are supported):
You can decide what you map certain fields to in your HubSpot. The fields can be custom fields, for example source - we recommend creating a custom field “cognism_source”.
|
Cognism Mapping |
Definition |
|
First Name |
Person’s first name |
|
Last Name |
Person’s last name |
|
|
Person’s main email address |
|
Company Name |
Person’s company name |
|
Job Title |
Person’s Job Title |
|
Office Phone |
Person’s office number |
|
Mobile Phone |
Person’s mobile number |
|
City |
Person’s City |
|
Country |
Person’s Country |
|
State |
Person’s state |
|
Street |
Company’s street address |
|
Zip Code |
Company’s Zip code |
|
Website |
Company’s website |
|
Industry |
Category of industry person works in |
Company
Within the Company tab, you can configure how and what company data is mapped over from Cognism to HubSpot.
The following Cognism mappings are available (All out-of-the-box HubSpot fields are supported) :
|
Cognism Mapping |
Definition |
|
Company Name |
Company’s name |
|
Company Alias |
Alias of the company |
|
Company Website |
Company’s website |
|
Number of Employees |
No. of Employees at the company |
|
Industry |
Industry which the company operates in |
|
Company Type |
Organization type |
|
Company Country |
Company’s country |
|
Company State |
Company’s state |
|
Company City |
Company’s city |
|
Company Address |
Company’s HQ address |
|
Company Postcode |
Company’s HQ Postcode |
|
Company Phone |
Company’s HQ phone |
|
Company year founded |
Year company was founded |
Additional Mappings
The additional mappings are available for all objects and are used for mapping fields which will be populated with static values. (The values would be the same for all exported contacts\companies) e.g. Cognism -> Source.
Update Rules
When data is being mapped into HubSpot, you have the option to configure an Update Rule. Cognism data can be applied if the datapoint was not previously mapped or you can choose to overwrite data points with Cognism Data every time you export/sync to HubSpot. These settings may impact your reporting/accuracy.
Export Settings (for exports from the Cognism Chrome Extension)
When exporting record from the Cognism Chrome Extension, users can review and edit the data being exported. As a Cognism admin you can restricted their view and editing access to the fields.
Click the Settings cog next to the update rule dropdown. You can toggle the behaviour of an export for individual mappings from the Cognism Chrome Extension with the following options:
-
Read Only Option - If enabled, user will not be able to make any changes to this field.
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Is Visible Option - If enabled, user will be able to see this field in the edit during export.
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