Hubspot Field Mapping
Fields from HubSpot may be mapped to Standard and Custom Fields on Quote in MonetizeNow. The following object mappings are available:
- HubSpot Company to MonetizeNow Account
- HubSpot Contact to MonetizeNow Contact
- HubSpot Deal to MonetizeNow Quote
The most common use case is to drive approval, validation, and conditional term logic in MonetizeNow using data from HubSpot. Specific examples are provided on Custom Fields page.
How MonetizeNow Sets the Amount Field in HubSpot Deals
When a quote is created in MonetizeNow, we automatically pass key financial data into your connected CRM, including the Amount field on HubSpot deals.
By default, this field reflects the Total Contract Value (TCV) of the quote. However, we know that different teams track success differently, especially when it comes to revenue forecasting and bookings.
If your organization prefers to align the Amount field with Year 1 ARR, that’s possible too. This guide shows you how to customize it, and what to expect when doing so.
Default Behavior
Once a quote is generated, MonetizeNow syncs the quote data to HubSpot and sets the deal’s Amount field to reflect the **total contract value **(across all years). This ensures a comprehensive view of the customer’s lifetime contract value right from the CRM.
Customizing the Amount Field to Reflect Year 1 ARR
If your team uses Year 1 ARR for bookings or ARR-based reporting in HubSpot, you can easily tailor the Amount field using HubSpot workflows.
Here’s how it works:
- MonetizeNow already sends Year 1 ARR as part of the quote data.
- You can create a simple HubSpot automation to overwrite the default Amount field using the Year 1 ARR value.
- This gives you a CRM view aligned with how you track performance internally, no code required.
Sample HubSpot Workflow Setup
Trigger:
- When MonetizeNow Quote ID is known
- AND MonetizeNow Quote ARR - Year 1 is known
Action
- Set Deal Amount = MonetizeNow Quote ARR - Year 1
That’s it! Once in place, this workflow ensures your Amount field aligns with Year 1 ARR as soon as a quote is created.
Feature | Behaviour |
---|---|
Default Amount | Set to TCV by MonetizeNow |
Year 1 ARR Mapping | Can be done using HubSpot workflow |
Quote Stage Support | Year 1 ARR available even on draft quotes |
Line Item Values | Reflect full contract value (not year-filtered yet) |
Short-Term Contracts | May show $0 ARR if under 12 months |
Note: In contracts shorter than 12 months, Year 1 ARR may appear as $0. This is because ARR calculations are annualized. Also, currently, line items in HubSpot reflect the total contract value, not Year 1 only. If you work with many short-term contracts, reach out to your MN contact to explore ways to adapt the logic to your needs.
Updated about 1 month ago