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Mapping Fields in Integrations between Intercom and HubSpot

A Guide to Ensure Successful Data Synchronization

Overview

Integrating platforms like Intercom and HubSpot can significantly enhance data synchronization and streamline your workflows. To ensure a successful integration, proper field mapping is crucial. This article outlines the key steps for mapping fields effectively.

Key Steps for Mapping Fields

  1. Match Field Names and Data Types:

    • Begin by ensuring that the field names and data types in both Intercom and HubSpot are aligned. Any discrepancies can hinder proper syncing, leading to missed data or errors.

  2. Understand Syncing Duration:

    • Keep in mind that syncing data can take time, especially if you're working with large volumes. For example, syncing data from a 5-6 hour window may require an extended wait for completion, so be patient during this process.

  3. Refresh Data When Necessary:

    • If newly added fields do not appear in HubSpot after the initial sync period, consider manually refreshing the data on both platforms. This step can often resolve visibility issues and ensure that all fields are accurately represented.

  4. Reach Out for Support:

    • Should you encounter persistent issues, don’t hesitate to contact HubSpot Support. They can help diagnose integration problems and offer additional guidance tailored to your needs.

Conclusion

By following these key steps, you can facilitate effective field mapping between Intercom and HubSpot, leading to a smoother syncing process. Always verify that your field compatibility is established before starting the integration, and remember that support resources are available to assist you when needed.