Setting Up Custom HubSpot Phone Fields for Kixie
In order to do add a custom phone number contact property that Kixie can integrate with, the phone number field must:
- Add a Phone Number contact property to HubSpot, which initially contains the word "phone" (or "Phone")
- After initial setup of your "phone" property, you can modify the property's name to whatever you would like.
- Navigate to Account Settings -> CRM Properties (Kixie dashboard).
-
- Click "Get CRM Properties" to retrieve all your contact properties from HubSpot.
- Search for you custom phone property
- Click the checkbox next to your custom phone property where it says "Phone" and hit save.
4
0
Was this article helpful?
2 out of 4 found this helpful
Articles in this section
- Kixie's HubSpot Integration: Configuration and Behavior
- Managing MaestroAI HubSpot Workflows
- How to Disconnect Your Kixie Integration from HubSpot
- How to Disconnect Your HubSpot Integration from Kixie
- CRM Lists: How to Import a HubSpot CRM List
- HubSpot Workflows: Using a Recent Incoming Call to Trigger or Stop a HubSpot Workflow
- HubSpot Workflows: Using a Recent Incoming SMS to Trigger or Stop a HubSpot Workflow
- Syncing Customized HubSpot Call Outcomes with Kixie
- HubSpot Custom Phone Field Setup
- Syncing Calls to Companies in HubSpot