Overview

This article provides field mapping information between HubSpot and Parallax.

Terms

Hubspot Term Parallax Term
Amount Target Budget & Target Revenue 
Company  Client
Deal Name Project Name
Deal Owner Sales Owner
Pipeline Pipeline
Deal Stage Stage
Close Date / Target Start Date Start Date

*Parallax Tip:

If a HubSpot field or term is missing from the table above, it does not visibly show up in Parallax. See examples below.

Fields from HubSpot in Parallax

Deal Name

Your HubSpot Deal Name will populate as the Parallax Project Name. This is seen in several sections of Parallax. Highlighted above is the Project Detail Page, which can be viewed by clicking on the Project Name in the Sales Pipeline list.

The Name of your Project is owned in HubSpot until it the deal is marked as closed/won and moves to the Active Projects list in Parallax.

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Pipeline

Pipeline will only be seen on the Sales Pipeline listing page within Parallax. If you are looking for a specific deal and it is not listed, confirm that you have synced that Pipeline or Pipeline stage in Settings > Integrations or that you have included the Pipeline in your filtered view. 

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Deal Stage

Deal Stages will only be seen on the Sales Pipeline listing page within Parallax, displayed as "Stage."mceclip10.png

Amount

Amount in HubSpot has two different names in Parallax: Target Budget and Target Revenue. Target Budget can be found on the Sales Pipeline listing page and within the project's Financial Settings. Target Revenue can be found in the Project Detail page and Shaper as well. 

The Target Budget/Target Revenue cannot be updated in Parallax until the deal is marked as closed/won and moves to the Active Projects listing page.

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Company

Company in HubSpot is Client in Parallax.mceclip7.png

Deal Owner

Deal owner is the Owner of the Sale. This can be seen within the Project Detail page of Parallax under Sales Owner.mceclip2.png

Custom HubSpot & Parallax Fields

Parallax Service Offering

Parallax Service Offering is a field unique to HubSpot for users who integrate with Parallax. This custom field allows the Deal Owner to select a Service Offering Template from Parallax to give a predetermined plan to reflect the estimated cost of the deal. As you can see above, within Parallax the Service Offering has been identified and populated. The screen shown provides the details of the Service Offering selected. mceclip4.png

Target Start Date

Target Start Date is another field unique to HubSpot for users who integrate with Parallax. As mentioned above related to Closed Date, the Target Start Date will populate Start Date in Parallax if this custom field has been populated for the deal.mceclip5.png

Fields that don't show in Parallax

Deal Type

Deal Type categories identify if a deal is from a new or existing business opportunity. This is not seen within Parallax.

Priority

Priority is for Sales facing prioritization in HubSpot and is not shown in Parallax. 

Closed Date

Closed date in HubSpot is the date on which the deal was officially sold. This does not equate to anything in Parallax, unless a Target Start Date is not entered.

If within HubSpot you do not enter a Target Start Date, the Closed Date will show up as the start date in Parallax. 

Contact

Contact for the sales deal is not included in Parallax. It is best practice to provide the delivery team with a point of contact(s).

Add Line Item

Add Line Item does not integrate with Parallax. 

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