HubSpot Field Mapping Details

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What data is synced between MonetizeNow and HubSpot? And when?

Account

<tbody>
  <tr>
    <td>accountName</td>
    <td>name</td>
    <td>Required field.</td>
  </tr>

  <tr>
    <td>Account ID</td>
    <td>monetize\_account\_id</td>
    <td>Used for linking entities.</td>
  </tr>

  <tr>
    <td>defaultCurrency</td>
    <td>Default Currency</td>
    <td>Uses company's default currency if available.</td>
  </tr>

  <tr>
    <td>status</td>
    <td>(System Default)</td>
    <td>Set to ACTIVE for new accounts.</td>
  </tr>

  <tr>
    <td>isTestAccount</td>
    <td>(System Default)</td>
    <td>Set to false for new accounts.</td>
  </tr>

  <tr>
    <td></td>

    <td>Billing Address</td>

    <td></td>
  </tr>

  <tr>
    <td>Address Line 1</td>
    <td>invoice\_address</td>
    <td>Logic: If empty, falls back to address.</td>
  </tr>

  <tr>
    <td>Address Line 2</td>
    <td>invoice\_address2</td>
    <td>Logic: If empty, falls back to address2.</td>
  </tr>

  <tr>
    <td>City</td>
    <td>invoice\_city</td>
    <td>Logic: If empty, falls back to city.</td>
  </tr>

  <tr>
    <td>State</td>
    <td>invoice\_state</td>
    <td>Logic: If empty, falls back to state.</td>
  </tr>

  <tr>
    <td>Postal Code</td>
    <td>invoice\_zip</td>
    <td>Logic: If empty, falls back to zip.</td>
  </tr>

  <tr>
    <td>Country</td>
    <td>invoice\_country</td>
    <td>Logic: If empty, falls back to country.</td>
  </tr>

  <tr>
    <td></td>

    <td>Shipping Address</td>

    <td></td>
  </tr>

  <tr>
    <td>Address Line 1</td>
    <td>address</td>
    <td>Used for Shipping Address.</td>
  </tr>

  <tr>
    <td>Address Line 2</td>
    <td>address2</td>
    <td>Used for Shipping Address.</td>
  </tr>

  <tr>
    <td>City</td>
    <td>city</td>
    <td>Used for Shipping Address.</td>
  </tr>

  <tr>
    <td>State</td>
    <td>state</td>
    <td>Used for Shipping Address.</td>
  </tr>

  <tr>
    <td>Postal Code</td>
    <td>zip</td>
    <td>Used for Shipping Address.</td>
  </tr>

  <tr>
    <td>Country</td>
    <td>country</td>
    <td>Used for Shipping Address.</td>
  </tr>
</tbody>

Contact

<tbody>
  <tr>
    <td>fullName</td>
    <td>firstname + lastname</td>
    <td>Logic: Concatenates First + Last. If both empty, uses "Unnamed HubSpot Contact".</td>
  </tr>

  <tr>
    <td>email</td>
    <td>email</td>
    <td>Required field.</td>
  </tr>

  <tr>
    <td>phone</td>
    <td>phone</td>
    <td>Direct mapping.</td>
  </tr>

  <tr>
    <td>title</td>
    <td>jobtitle</td>
    <td>Direct mapping.</td>
  </tr>

  <tr>
    <td>Contact ID</td>
    <td>monetize\_contact\_id</td>
    <td>Link field. HubSpot does not enforce uniqueness here.</td>
  </tr>

  <tr>
    <td>status</td>
    <td>(System Default)</td>
    <td>Set to ACTIVE.</td>
  </tr>

  <tr>
    <td>primary</td>
    <td>(System Default)</td>
    <td>Set to false by default.</td>
  </tr>

  <tr>
    <td></td>

    <td>Address</td>

    <td></td>
  </tr>

  <tr>
    <td>Address Line 1</td>
    <td>address</td>
    <td>Note: No Line 2 available for contacts.</td>
  </tr>

  <tr>
    <td>City</td>
    <td>city</td>

    <td></td>
  </tr>

  <tr>
    <td>State</td>
    <td>state</td>

    <td></td>
  </tr>

  <tr>
    <td>Postal Code</td>
    <td>zip</td>

    <td></td>
  </tr>

  <tr>
    <td>Country</td>
    <td>country</td>

    <td></td>
  </tr>
</tbody>

Deal

<tbody>
  <tr>
    <td></td>

    <td><b>Deal Data</b></td>

    <td></td>
  </tr>

  <tr>
    <td>Quote Type</td>
    <td>monetize\_quote\_type</td>
    <td>Enum: New, Amendment, Renewal</td>
  </tr>

  <tr>
    <td>Opportunity ID</td>
    <td>monetize\_opportunity\_id</td>
    <td>Unique constraint.</td>
  </tr>

  <tr>
    <td></td>

    <td><b>Quote Data</b></td>

    <td></td>
  </tr>

  <tr>
    <td>Quote ID</td>
    <td>monetize\_quote\_id</td>
    <td>Unique constraint.</td>
  </tr>

  <tr>
    <td>Quote Status</td>
    <td>monetize\_quote\_status</td>
    <td>Enum (e.g., DRAFT, SENT, ACCEPTED).</td>
  </tr>

  <tr>
    <td>Contract Start Date</td>
    <td>monetize\_contract\_start\_date</td>

    <td></td>
  </tr>

  <tr>
    <td>Contract End Date</td>
    <td>monetize\_contract\_end\_date</td>

    <td></td>
  </tr>

  <tr>
    <td>Quote ARR</td>
    <td>monetize\_quote\_arr</td>
    <td>Annual Recurring Revenue.</td>
  </tr>

  <tr>
    <td>Quote MRR</td>
    <td>monetize\_quote\_mrr</td>
    <td>Monthly Recurring Revenue.</td>
  </tr>

  <tr>
    <td>Incremental ARR</td>
    <td>monetize\_quote\_incremental\_arr</td>

    <td></td>
  </tr>

  <tr>
    <td>Incremental MRR</td>
    <td>monetize\_quote\_incremental\_mrr</td>

    <td></td>
  </tr>

  <tr>
    <td>ARR Year 1</td>
    <td>monetize\_arr\_first\_year</td>

    <td></td>
  </tr>

  <tr>
    <td>ARR Year 2</td>
    <td>monetize\_arr\_second\_year</td>

    <td></td>
  </tr>

  <tr>
    <td>ARR Year 3</td>
    <td>monetize\_arr\_third\_year</td>

    <td></td>
  </tr>

  <tr>
    <td></td>

    <td><b>Contract Data</b></td>

    <td></td>
  </tr>

  <tr>
    <td>Contract ID</td>
    <td>monetize\_contract\_id</td>

    <td></td>
  </tr>

  <tr>
    <td>Contract Status</td>
    <td>monetize\_contract\_status</td>
    <td>Enum: ACTIVE, CANCELED, FINISHED, PENDING</td>
  </tr>

  <tr>
    <td>End Action</td>
    <td>monetize\_contract\_end\_action</td>

    <td></td>
  </tr>

  <tr>
    <td>Latest Quote ID</td>
    <td>monetize\_latest\_quote\_id</td>

    <td></td>
  </tr>

  <tr>
    <td>Previous Contract ID</td>
    <td>monetize\_previous\_contract\_id</td>

    <td></td>
  </tr>
</tbody>

Line Item

<tbody>
  <tr>
    <td>Quote Item ID</td>
    <td>monetize\_quoteitem\_id</td>
    <td>Unique constraint.</td>
  </tr>

  <tr>
    <td>Unit Price</td>
    <td>monetize\_quoteitem\_unit\_price</td>

    <td></td>
  </tr>

  <tr>
    <td>Quantity</td>
    <td>monetize\_quoteitem\_quantity</td>

    <td></td>
  </tr>

  <tr>
    <td>Discount %</td>
    <td>monetize\_quoteitem\_discount\_percentage</td>

    <td></td>
  </tr>

  <tr>
    <td>Discount Amount</td>
    <td>monetize\_quoteitem\_discount\_amount</td>

    <td></td>
  </tr>

  <tr>
    <td>MRR</td>
    <td>monetize\_quoteitem\_mrr</td>

    <td></td>
  </tr>

  <tr>
    <td>ARR</td>
    <td>monetize\_quoteitem\_arr</td>

    <td></td>
  </tr>
</tbody>

Address Automation Logic (for Webhooks)

<tbody>
  <tr>
    <td>HubSpot Company Address Change</td>
    <td>Webhook Triggered</td>
    <td>1. Updates MN Account Billing Address.2. Updates MN Account Shipping Address.3. Updates ALL associated Contacts with the new Shipping Address.</td>
  </tr>

  <tr>
    <td>HubSpot Contact Address Change</td>
    <td>Webhook Triggered</td>
    <td>Updates specific MN Contact address.</td>
  </tr>

  <tr>
    <td>Wait Logic</td>
    <td>API Rate Limiting</td>
    <td>200ms delay between contact updates; 10s retry logic for companies.</td>
  </tr>
</tbody>

HubSpot to MonetizeNow

HubSpot is the source of truth for the following records and shares the outlined data to MonetizeNow. MonetizeNow will only write to specified fields that it owns on these records, detailed below.

Record	When HubSpot updates show up in MonetizeNow
Company	Instantly. After any update to a monitored field (see table below).
Contact	Instantly. After any update to a monitored field (see table below).
Deal	Only prior to Quote creation. Note Deal data itself is not stored in MonetizeNow. Instead, Deals are used to organize and pre-populate Draft Quotes in MonetizeNow. Conversely, as Quotes progress past the Draft state, MonetizeNow will own updating the Deal.

Record

When HubSpot updates show up in MonetizeNow

Company

Instantly. After any update to a monitored field (see table below).

Contact

Instantly. After any update to a monitored field (see table below).

Deal

Only prior to Quote creation.

Note Deal data itself is not stored in MonetizeNow. Instead, Deals are used to organize and pre-populate Draft Quotes in MonetizeNow. Conversely, as Quotes progress past the Draft state, MonetizeNow will own updating the Deal.

MonetizeNow to HubSpot

MonetizeNow is the source of truth for the following records and shares the outlined data to HubSpot.

Record	When MonetizeNow updates show up in SFDC
Company (Select Fields)	Instantly. After any update to a monitored field (see table below).
Contact (Select Fields)	Instantly. After any update to a monitored field (see table below).
Deal (Select Fields)	Instantly. After any update to a monitored field (see table below).

HubSpot Monitored Fields (HubSpot is the Source of Truth)

Record	Field
Company	name
Company	vat_registration_number
Company	company_registration_number
Company	billing_language
Company	e_invoice_endpoint_id
Company	e_invoice_endpoint_scheme
Company	address
Company	address2
Company	city
Company	state
Company	zip
Company	country
Company	invoice_address
Company	invoice_address2
Company	invoice_city
Company	invoice_state
Company	invoice_zip
Company	invoice_country
Company	+Any Other Desired Fields*
Contact	firstname
Contact	lastname
Contact	email
Contact	phone
Contact	+Any Other Desired Fields*

*MonetizeNow will monitor any additional fields explicitly defined as a Custom Field. These are data elements can be used for Approval Rules, Conditional Logic, Quote Terms, Finance IDs, manage Ship To vs. Bill To Contacts, and what ever else you can imagine. Click here to learn more about setting up custom fields.

Note MonetizeNow supports creating and updating Company and Contact data directly in MonetizeNow, however, when used with a CRM such as HubSpot, we advise against it, to keep processes simple and data flows clean.

HubSpot Monitored Fields (MonetizeNow is the Source of Truth)

Record	Field
Company	monetizeId
Contact	monetizeId
Deal	opportunityId
Deal	quoteId
Deal	quoteType
Deal	quoteStatus
Deal	quoteARR
Deal	quote Incremental ARR
Deal	quoteMRR
Deal	quote Incremental MRR
Deal	contractEndAction
Deal	contractStatus
Deal	contractStartDate
Deal	contractEndDate
Deal	previousContractID
Deal	+Any Other Desired Fields*

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How do HubSpot Deals get associated with MonetizeNow Quotes?

No matter how you want to run your business. MonetizeNow ensures your CRM is fully informed and connected to the latest information in MonetizeNow. There are three primary ways this happens:

A HS Deal Already Exists and "Create Quote" is selected on the HS Deal.
1. A MonetizeNow Quote is created
2. The MonetizeNow Quote is automatically associated with this Deal.
3. The MonetizeNow Quote with allow you to associate this Quote with an existing contract to have a Deal reflect an Amendment or a Renewal.
A MonetizeNow Contract Already Exists and clicking "Amend" or "Renew" on the Contract Card in HS.
1. A MonetizeNow Quote is created
2. A HS Deal is created
3. The MonetizeNow Quote is automatically associated with the HS Deal.
4. The MonetizeNow Quote is automatically connected to the existing Contract
Nothing currently exists and a Quote is created directly from MonetizeNow.
1. A MonetizeNow Quote is created
2. A HS Deal is created
3. The MonetizeNow Quote is automatically associated with the HS Deal.
4. The MonetizeNow Quote with allow you to associate this Quote with an existing contract to have a Deal reflect an Amendment or a Renewal.

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Does MonetizeNow allow setting Legal Entity from HubSpot for a Deal.

Yes, we support that. For that, first, you need to configure Legal Entities in HubSpot. Things to note:

Make sure that it is a "mandatory" field
To see the legal entity easily for a Deal, have it show up under the "About this Deal" card.

Then, above entities need to be mapped to Legal entities that are configured in MonetizeNow. Note that you can configure the Legal Entities in MonetizeNow as a first step as well.

Now, we will test how the Legal entity will flow from HubSpot to MonetizeNow for a new deal.

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Can I change the Legal Entity for a Deal after the quote has been created?

Yes. To do this, first the sales rep needs to change the legal entity on the deal and then hit "create quote" in the MonetizeNow card. The new quote will belong to the new legal entity.

What data is synced between MonetizeNow and HubSpot? And when?

How do HubSpot Deals get associated with MonetizeNow Quotes?

Does MonetizeNow allow setting Legal Entity from HubSpot for a Deal.

Can I change the Legal Entity for a Deal after the quote has been created?