A HubSpot “deal” is a “project” in BigTime. When a deal is imported into BigTime, a number of fields come along with it. These fields will automatically populate in the Project and Client tabs on the Project Dashboard for a particular project.
Reference the table below to keep all of the HubSpot to BigTime mappings straight.
HubSpot | BigTime |
Deal Name | Project Name |
Deal Stage | Status Notes |
Close Date | Start Date |
Deal Type | Project Type |
Deal Description | Project Note |
Deal ID | Project ID |
Company | Customer/Client Name |
Phone Number | Main Phone |
City | City |
State/Region | State/Province |
Postal Code | Zip |
Description | Client Notes |
Street Address | Client Address |
Street Address 2 | Client Address |
Company ID | Client ID |
Country/Region | Client Country |
Contacts on a HubSpot deal will import to the BigTime project. These contacts will import as ‘Other’ in BigTime. The contact’s information will also import to BigTime. This includes items just as address info, job title, and email address.
HubSpot | BigTime |
First Name | First Name |
Last Name | Last Name |
Phone Number | Main Phone |
Mobile Phone Number | Mobile Phone |
Address | Address |
City | City |
State/Region | State/Province |
Postal Code | Zip |
Job Title | Title |