Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
If a HubSpot contact property is not appearing in Referral Factory's field mapping dropdown, the most common cause is that the property is not set to Show in Forms in HubSpot.
To fix this: go to HubSpot → Settings → Properties, find the property, edit it, and enable the Show in Forms toggle.
Additionally, the following HubSpot property types are not supported and will not appear even if Show in Forms is enabled:
If the property is a supported type and Show in Forms is enabled but it still does not appear, try disconnecting and reconnecting your HubSpot integration.
- Date pickers
- Number properties
- Calculation properties
- Score properties
- File upload fields