HubSpot x Levi: Field Mapping That Just Works
Connecting Levi to HubSpot unlocks a seamless data loop between your CRM and your AI assistant — keeping leads, deals, and conversations perfectly in sync.
This guide walks you through how to set up HubSpot integration, map fields correctly, and maintain clean, two-way data flow.
🎯 Why It Matters
Bad data ruins good automations. Without proper mapping, you risk duplicate contacts, empty fields, and mismatched pipelines.
Levi’s HubSpot integration was built to fix that — once connected, every contact, tag, and conversation syncs automatically with your CRM.
Goal: Levi captures, qualifies, and updates your HubSpot records with zero manual work.
⚙️ Step 1 — Connect HubSpot
Go to Integrations → HubSpot in your Levi dashboard.
Click Connect Account and log into your HubSpot workspace.
Approve the requested permissions for Contacts, Deals, and Engagements.
Once connected, you’ll see a confirmation showing active sync channels.
✅ Levi will now automatically push and pull data between both systems.
🧩 Step 2 — Understand the Default Field Mapping
Levi automatically detects and aligns core HubSpot fields. Here’s how the default mapping looks:
Levi Field | HubSpot Field | Sync Direction | Notes |
|---|---|---|---|
Name | Contact: First & Last Name | Both | Keeps records consistent |
Contact: Email | Both | Used as primary identifier | |
Phone | Contact: Phone Number | Both | Must be unique per contact |
Status | Lifecycle Stage | Levi → HubSpot | E.g., Lead, MQL, Customer |
Lead Source | Original Source | Levi → HubSpot | Captured at first interaction |
Tags | Contact Properties (custom) | Both | Supports multiple values |
Notes / Chats | Engagements → Notes | Levi → HubSpot | Logged as activity |
💡 Tip: Keep HubSpot’s Email field unique to prevent duplicates during sync.
🧠 Step 3 — Add Custom Field Mappings
You can extend the integration beyond defaults:
Click Add Field Mapping.
Choose a Levi property (e.g., Preferred Service, Budget Range, Location).
Map it to a matching HubSpot custom field.
Choose sync direction — one-way (Levi → HubSpot) or two-way (Both).
Save and test with a sample contact.
Example Custom Field | Levi Field | HubSpot Field | Sync Direction |
|---|---|---|---|
Service Type | Service Selected | custom.service_type | Levi → HubSpot |
Budget | Budget Estimate | custom.budget | Levi → HubSpot |
Campaign ID | Lead Source ID | custom.campaign_id | HubSpot → Levi |
💬 Pro Tip: Use one-way sync for campaign or attribution data that originates in HubSpot.
🔄 Step 4 — Sync Deals Automatically
Levi can also create or update deals inside HubSpot whenever a lead reaches a key milestone.
Enable Deal Sync in Integration Settings.
Choose your target Pipeline and Stage (e.g., Discovery Call Booked).
Set your automation rule:
Trigger: When lead books a call or qualifies as MQL.
Action: Create HubSpot deal with contact attached.
✅ Deal notes and conversation history will sync automatically to HubSpot’s activity feed.
🧹 Step 5 — Maintain Data Hygiene
To keep your CRM clean, Levi offers built-in hygiene tools:
Feature | Description |
|---|---|
Duplicate Detection | Prevents multiple Levi contacts from linking to the same HubSpot record |
Field Locking | Protects HubSpot values from being overwritten by Levi |
Sync Reports | Shows last update timestamps and error logs |
Run a quick hygiene check weekly under Integrations → HubSpot → Data Health.
📊 Step 6 — Monitor Activity in Analytics
You can view performance metrics of your integration:
Metric | Description |
|---|---|
New Contacts Synced | Number of new records created from Levi |
Updates Sent to HubSpot | Total property updates Levi performed |
Deals Created | Number of HubSpot deals generated from Levi automations |
Sync Errors | Any failed attempts to update or create records |
💡 Use these insights to troubleshoot sync issues early and maintain full transparency between systems.
🧭 Summary
Step | Goal | Time |
|---|---|---|
1. Connect HubSpot | Establish integration | 5 min |
2. Review Default Mapping | Understand data flow | 5 min |
3. Add Custom Fields | Extend mapping to your use case | 10 min |
4. Sync Deals | Automate pipeline creation | 10 min |
5. Maintain Hygiene | Prevent data duplication | 5 min |
Total: 35 minutes to a clean, two-way HubSpot integration.