Viewing HubSpot Details on the Contact Details Page
Once a contact is connected with your site, it will show up as a new contact within the system. You can determine what fields you want show up on the contact details page by mapping HubSpot fields to display and populating your dynamic attributes with HubSpot date. There are also a few things to know about a contact created via the HubSpot Integration .
Any contact created by the integration or updated by the integration will appear to be create/edited by the System Admin user.
The edit history will show modifications were done by the System Admin user when HubSpot has updated data. The attribute fields created or modified will not show up in the edit history at this time.
It may be the case where an attribute appears on the overview page, but if you edit the attribute it doesn't show up. This is because the data in HubSpot isn't set up as a valid option in your system. Either make the update in your site to match the HubSpot entry or update HubSpot to not allow that option.
With the HubSpot integration, you can set up five contact, and five company HubSpot properties to display on your contact and company pages in Ad Orbit. To create these display properties, navigate to Settings > Integrations > HubSpot, and click on Display Properties. you can choose up to five HubSpot properties to display for your contacts, and up to five properties to display for your companies. We recommend using fields like last page seen or time on site; information that is helpful to know when on the contact and changes frequently.
Important
These Display Properties are not editable on the contact and company pages, they are only viewable. If you want to leverage these properties in any other capacity in the system, you will need to map those fields, and potentially create new dynamic attributes. Follow the directions on the 'Mapping your HubSpot Fields to your System’ help center page to learn about mapping.
There are actions on this page to Sync HubSpot Contact and Company Properties. These actions are used to make sure the HubSpot properties in the drop-down menus are up-to-date. For example, if you add a new contact property in HubSpot, that property will not automatically show up in the drop-down menu for your Contact Display Properties in Ad Orbit . Click the ‘Sync HubSpot Contact Properties’ action to update your drop-down list and show the new property.
Use the drop-down menus to select which properties you want to view on each page. Make sure to click save when you are finished choosing the properties.
Once you have chosen Display Properties and saved, when you navigate to a contact or company’s record that is synced to a HubSpot record, you will see the Display Properties show up in the HubSpot Information box on the overview tab.