This article provides field mapping information between HubSpot and Parallax.
|Hubspot Term||Parallax Term|
|Amount||Target Budget & Target Revenue|
|Deal Name||Project Name|
|Deal Owner||Sales Owner|
|Close Date / Target Start Date||Start Date|
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
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.
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.
Deal Stages will only be seen on the Sales Pipeline listing page within Parallax, displayed as "Stage."
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.
Company in HubSpot is Client in Parallax.
Deal owner is the Owner of the Sale. This can be seen within the Project Detail page of Parallax under Sales Owner.
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.
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.
Fields that don't show in Parallax
Deal Type categories identify if a deal is from a new or existing business opportunity. This is not seen within Parallax.
Priority is for Sales facing prioritization in HubSpot and is not shown in Parallax.
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 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.