Contents

• Overview
• Prerequisites
• Configuring Field Mapping in your Goldcast org
• Viewing data in HubSpot

Overview

The HubSpot Contact Field Mapping feature allows you to map Goldcast’s Standard Event User properties to your HubSpot Contacts. Using this feature, only Standard Event User Properties(Standard Fields) in Goldcast can be mapped. Please visit here to learn about Standard Fields in Goldcast.

Note: Make sure your event registration forms are set up to collect the Goldcast properties you’ve mapped to HubSpot. If you aren’t collecting registrant data for your mapped properties, no data can be sent to HubSpot. To know more about how to create and assign forms for your events, click here.

Prerequisites

To set up your Contacts Field Mapping for HubSpot in the Goldcast, you should install and connect your Goldcast org to your HubSpot.

Once you login to Goldcast Studio, follow these steps to set up Contact Field Mapping:

1. Click on your Avatar Logo in the top right corner of your screen and click on the Integrations menu. 
2. Alternatively, you can also click the hamburger icon on the top left and click the Integrations menu to open the integrations page.                                                                             
3. Next, locate the connected HubSpot integration and click on it. You will land on the HubSpot settings page.                                                                                                                                
4. Scroll to the Contact Field Mapping section and click Edit.

You will now be able to see a drawer that lets you map your Goldcast Standard properties to Contact Properties in HubSpot. Here you will see three default mappings already set up: First Name, Last Name and Email.
Email being a unique field in Goldcast used to identify an event registrant, the update policy for the Email field cannot be modified.

Click on Add Mapping to map any additional Goldcast standard fields to your connected HubSpot account.     

The Policy(Update Policy) denotes how the fields in HubSpot will get updated upon change in Goldcast Fields. We have three options for Update policy

• Always Update: This will update your Contacts in HubSpot always when your mapped field in Goldcast gets updated.
• Don’t update if source is empty: This will not update your Contacts in HubSpot if the mapped field in Goldcast is empty.
• Only update when target is empty: This will only update your Contacts in HubSpot if the mapped field in HubSpot is empty.

Configuring Field Mapping in your Goldcast org

Set up your new mapping from the record added using Add mapping CTA. This will consist of selecting 3 components :

• Standard Fields in Goldcast will be collected from your forms.
• Contacts Property Field in HubSpot will get updated.
• Update Policy: This is the way Contact Field Mappings will update target fields in HubSpot.

1. To add a new mapping, click on the Add Mapping button.
   
   
   
   
2. Select your Field name in Goldcast from the first drop-down. For example, Magic Link.
   
   
   
   
3. Select the corresponding Contact Field name in HubSpot.
   
   
   
   
4. Choose the update policy that seems appropriate according to your requirement for Contacts in HubSpot.
   
   
   
   
5. Similarly, repeat this process for all the Standard Fields you want to map.
6. Once done, click on Save to save the field mapping for HubSpot; this will give you a success
   message indicating HubSpot Field Mapping has been Updated Successfully. 
   
   

Viewing data in HubSpot

To see the field mapping in action, you need to set up a form using our Form Builder. For more information, check out this guide on creating and editing registration forms. Please make sure the Goldcast Fields you want to map to HubSpot Contacts are present in the Form(default form)

1. Login to Goldcast Studio using your credentials. 
2. Click the hamburger icon on the top left, and select the Events tab to get a list of all your events. 
3. From the Events list, click the event you want to edit. This will take you to the Event Dashboard.
4. Click on the Registration Page of the event on the bottom left.                                          
5. Registration page for the event opens on a new tab of the browser. Click on Register CTA.
6. Enter your details on the Registration Form. Please copy the email ID that is being entered, as we'll use it in later steps.
   The registration form must include Goldcast standard fields which you wish to map back to HubSpot Contact.
7. Click on Submit to finish your registration process.
8. Go to Contacts in your HubSpot Instance that has been authenticated with Goldcast.
9. Search the email ID you copied in the steps above. This will fetch you the associated contact with that email.
10. Click on the Contact Name to view the Contact Profile.
11. Scroll down in the left pane to find View All Properties.
    
    
    
    
12. You can now observe the changes in the property value of fields that were mapped in your Goldcast org, in this case, UTM Parameters.
    
    
    
    
13. Click on Details for each property to view details such as Source and Timestamp when it gets updated.