Most HubSpot customers syncing leads to their CRM system want to ensure that their sales teams have key visibility into the latest marketing activities for the records that are coming over from HubSpot. This is where HubSpot's activity rollup fields become very powerful. These are fields that come out of the box for all HubSpot customers and they automatically get updated when a record does some type of activity such as open an email, fill out a form or simply visit your website.
As you can see, there are a lot to choose from. You want to be careful as to how many of these fields you are syncing in part because you could overwhelm your sales team and they may no longer be interested in sifting through the sea of data you are pushing over from HubSpot and there are potential implications to how often your Bedrock sync runs if it has to continuously pick up changes to these activity fields. Below is an overview of the fields we recommend along with some notes to consider about each to help you decide on what you want to map.
|Field Name||Field Type||Definition|
|Recent Conversion||Text||The name of the form or landing page a lead recently field out|
|Recent Conversion Date||Date/Time||Recent date a lead filled out a form / landing page on your website|
|Number of Unique Forms Submitted||Number||Number of unique forms a contact has filled out|
|Last Marketing Email Name||Text||Name of the last marketing email you sent to the lead|
|Last Marketing Email Date||Date/Time||Date that you last sent a marketing email to this lead|
|Last Marketing Email Open Date||Date/Time||Last time contact opened a marketing email|
|Last Marketing Email Click Date||Date/Time||Last time contact clicked on a link in a marketing email|
|Unsubscribed from all email*||Boolean||When someone unsubscribes from your marketing communications|
|Number of Sessions||Number||Number of times someone has visited your website|
|Time Last Seen||Date/Time||Last time contact visited your website|
|Public Contact Link**||Text/URL||This is a direct link to the contact profile within HubSpot|