This article provides field mapping information between Hubspot and Parallax.
|Amount||Target Budget & Target Revenue|
|Deal Name||Project Name|
|Deal Owner||Sales Owner|
|Close Date / Target Start Date||Start Date|
Parallax Tip: I don't see a term!
If a Hubspot field or term is missing from the table above, it does not visibly show up in Parallax. See examples below.
Your Hubspot Deal Name will populate your Parallax Project Name. This is seen in several sections of Parallax, but 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 in your integration 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.
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 (another field which will be covered below), the Closed date will show up as the start date in Parallax.
Deal owner is the Owner of Sale. This can be seen within the Project Detail page of Parallax under Sales Owner.
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.
Parallax Service Offering
Parallax Service Offering is a field unique to Hubspot for users who integrate with Parallax. This custom field gives whoever is creating the deal the opportunity to select a service offering template that has been created in Parallax for a standard service your company offers. It adds 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.
Company in Hubspot is Client in Parallax
Contact for the sales deal is not included in Parallax, but if best practice is followed the delivery team will be provided with a point of contact.
Add Line Item
Add Line Item does not integrate with Parallax.