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Sending Jointflows forecasting data to Hubspot

DOCUMENTAT-How to Add a Custom Field to Hubspot-080923-103815.pdf 2023-09-08 at 12.03.41 pm

  • Click on “Create Property”DOCUMENTAT-How to Add a Custom Field to Hubspot-080923-103815.pdf 2023-09-08 at 12.05.53 pm
  • Select the Object “Deal”, Pick a Group, and give it a label

DOCUMENTAT-How to Add a Custom Field to Hubspot-080923-103815.pdf 2023-09-08 at 12.07.22 pm

  • Make a note of the internal Name which you can access by clicking </>

DOCUMENTAT-How to Add a Custom Field to Hubspot-080923-103815.pdf 2023-09-08 at 12.08.09 pm

In the above example, the Internal name is jf_forecast_status

  • Click “Next”
  • Select “Single Line Text” in the drop-down

DOCUMENTAT-How to Add a Custom Field to Hubspot-080923-103815.pdf 2023-09-08 at 12.09.11 pm

  • Click “Next”.
  • Click “Create” 

DOCUMENTAT-How to Add a Custom Field to Hubspot-080923-103815.pdf 2023-09-08 at 12.10.50 pm

  • Repeat the process with:
    • Object Type → Deal
    • Label → “JF Percentage Complete” Internal name → jf_percentage_complete
    • Field Type → Number