Sync RevOS model data to HubSpot – RevOS Documentation & Support

You can configure a custom field on your scored objects (e.g. Company, Contact or Deal) to write back the results of the scoring.

For that you would need to create a new custom property on your object of interest, e.g. Company for Customer Health Scoring.

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You would need to have a permissions to add custom properties in your HubSpot, if you don’t have it you can ask your HubSpot admin to do that for you.

Custom Property Setup in HubSpot

Navigate to Settings in your HubSpot App

Scroll down to Data Management → Objects → Companies

and select the “Manage company properties”

Click on “Create property”

You can now fill in the name of the property (2) and the description (3). As a property group (1) you can select any suitable group available or create a new one, and click Next.

Here you need to select a Field type as Number property type (1) as Formatted Number

On the next page do not apply any validation rules like Minimum and Maximum values or Limit number of decimal places should be unselected:

After property is created we would need a technical name of the property, you can find it in the property details. First find the newly created property:

after selecting it you can see the name in the:

RevOS Setup

Now please copy the internal name of the newly created property into the model configuration for the model you would like to sync back to HubSpot The first HubSpot data stream configured in your model will serve as the destination for data pushbacks. For instance, you can calculate a score within RevOS, then sync this score to HubSpot as a custom field, making it available for use in HubSpot workflows.

How to Sync a Model Column to HubSpot

To map a column from your model to HubSpot, follow these steps:

Open the Settings of your model.

In the settings, locate the Add Column Mapping button and click on it. This will initiate the HubSpot sync process, allowing you to map specific model columns to HubSpot properties.

Under the Model Column section, select a column from your model. Please note that only columns already added to the model are available for selection. Columns marked as "expandable" (those representing external data sources) cannot be mapped for synchronization.

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Please note that in the UI, a column (value) and the score associated with this column appear the same. However, in reality, they represent different data: the score is marked with an arrow, while the value is indicated by a data type, in our case, the letter 'T' for text.

Once you’ve selected a model column, you will need to choose one or more HubSpot properties from the panel on the right to map to this column.

Key Mapping Rules to Keep in Mind

When mapping columns between RevOS and HubSpot, the following rules apply to ensure proper data synchronization:

Each RevOS model column can be mapped to multiple HubSpot properties.

Same data types on both sides (e.g., string to string, number to number) will sync without modification.

String to number mapping is not permitted and will trigger an error message.

Number to string mapping will result in the number being converted into its string representation.

Score to number mapping will sync the score as a numerical value (e.g., 0.5 or 2 points).

Score to string mapping will sync the score as a text-based value (e.g., "0.5 out of 1").

Synchronization Process

Data synchronization occurs automatically every time the model is recomputed. There are two ways to trigger this process:

Manual recomputation: By pressing the Recompute button.

Scheduled recomputation: The model will automatically sync every day and after each data source sync, ensuring that the latest data is reflected in HubSpot.

Resetting Field Values (e.g., Date Pickers or Boolean Fields)

If you need to reset certain field values (such as a date picker or boolean) to an "unchosen" state, follow these guidelines:

For string fields, you can reset the value by updating it to an empty string.

For boolean or date fields, this feature is not yet supported on the RevOS side. However, we are actively working on implementing this capability, and it will be available in an upcoming update.

Result

New property will be automatically updated after every recompute that is either triggered manually by clicking on ‘Recompute’ button in the RevOS UI or happening automatically every day.

You can also add this new property to various views, e.g. custom views and tables:

Or use changes of this property in your automatic Workflows.