Input
Note: Make sure you don't use a Free HubSpot account.
This automation leverages HubSpot's search functionality to locate the company using the hubspot_company_id provided in the input or the exact same domain, if the company ID is not provided.
→ If both are provided, the hubspot_company_id will be prioritized.
→ If none of those two is provided, the company will be, then, created.
As an input, you can provide any of this information:
- tagline
- location
- city
- country
- description
- domain - required if no hubspot_company_id is provided, to update
- founded_on
- linkedin_company_url
- company_name
- number_employees
- phone
- geographic_area
- total_funding_raised
- website
- postal_code
- close_date
- annual_revenue
- hubspot_company_id - required to update
Parameters
These parameters allow you to map keys. Value represents the corresponding keys in HubSpot.
A HubSpot mapping value is always in lower case and represented either as mappingvalue or mapping_value but never mapping value (with a space).
You can map anything you want, passing custom fields.
If you need to set a value by default, you can reference it in the default column.
This is especially useful for fields such as hubspot_owner_id that you can set by default.
Possible mapping to create or update a company:
To check the value of the properties, follow these steps in HubSpot:
- Click on the Settings icon in the top right corner
- Under Data Management on the left menu, click Properties
- Select Company Properties, then search for the properties.
- Open it, and click on the </> icon to get the internal name. Which is the value you need to put.
| Hubspot Mapping Key | Value |
| tagline | about_us |
| location | address |
| city | city |
| country | country |
| description | description |
| domain | domain |
| facebook_company_url | facebook_company_page |
| founded_on | founded_year |
| hubspot_owner_id | hubspot_owner_id |
| linkedin_company_url | linkedin_company_url |
| company_name | name |
| number_employees | numberofemployees |
| phone | phone |
| region | state |
| total_funding_raised | total_money_raised |
| website | website |
| postal_code | zip |
| close_date | closedate |
| annual_revenue | annualrevenue |
| timezone | timezone |
| facebook_followers_count | facebookfans |
| linkedindescription | linkedinbio |
| twitter_description | twitterbio |
| twitter_followers_count | twitter_followers |
| twitter_handle | twitterhandle |
| is_public | is_public |
| hubspot_company_id | hs_object_id |
| hs_additional_domains | hs_additional_domains |
| hs_all_assigned_business_units_ids | hs_all_assigned_business_units_ids |
| hs_is_target_account | hs_is_target_account |
| hs_lastmodifieddate | hs_lastmodifieddate |
| hs_target_account_recommendation_snooze_time | hs_target_account_recommendation_snooze_time |
Edit HubSpot Mapping
Whenever you wish to make changes to the HubSpot mapping in your workflow, always do so in the main one. To proceed, please wait until no jobs are currently "running," and then click on "Edit & Launch Workflow." From there, you can make the necessary edits.
IMPORTANT NOTE
In the realm of data management, a notable observation emerges: the industry references found on LinkedIn do not synchronize seamlessly with the industries categorized within HubSpot. This disparity can pose challenges and necessitate careful handling to ensure accurate and effective data management.
If you want your workflow to retrieve the LinkedIn Industries data from those companies. Please, create a new property on HubSpot "single line text" and add it to your mapping to retrieve those industries.
Add the key: e.g. industry_linkedin, value: Check the value in HubSpot. </>