Permission Settings
The HubSpot account that is used to log in should have the following:
API access enabled
Read / write permissions on companies / contacts objects
Company Mapping
(*) asterisks mark required fields:
Grata Company Mapping | HubSpot Field Type |
Company Name* | - |
Company Domain* | - |
Text | |
Grata ID | Text |
Description | Text |
Revenue Estimates | Text, Number |
Grata Employee Estimates | Text, Number |
Employees on Professional Networks | Text, Number |
1 mo. Growth (%) | Text, Number |
3 mo. Growth (%) | Text, Number |
6 mo. Growth (%) | Text, Number |
1 yr Growth (%) | Text, Number |
Ownership | Text, Dropdown |
Industries (NAICS 2) | Text |
Industries (NAICS 4) | Text |
Grata Software Industries | Text |
Industries (NAICS 6) | Text |
Ultimate Parent | Text |
Funding | Text |
Phone Number | Text, Number |
Year Founded | Text, Number |
Notes | Text |
Lists | Text |
Source | Text |
Headquarters | Text |
Account Owner | Person |
CRM Intel
If you have access to Grata's CRM Intel feature, you can select up to 25 of your DealCloud fields to view, filter by, and sort by in Grata. Reach out to your customer success manager to learn more about CRM Intel.
Contact Mapping
(*) asterisks mark required fields:
Grata Contact Mapping | HubSpot Field Type |
Contact Name* | - |
Title | Text, Suggested Text |
Text | |
Text | |
Grata ID | Text |
Source | Text, Suggested Text |
Contact Owner | Person |
No Values, Replace Values
If you do not select a corresponding HubSpot field for that Grata field, no Grata data will be pulled into your CRM for that field.
Replace Values
Toggle ON (blue)
Grata will override that value, including any previous values currently in that field.
Toggle OFF (gray)
Grata will not update the value in your CRM, unless it is empty/blank.
Editing Preferences
To update your mapping in the future, select the HubSpot integration tile and adjust as needed.
