The Custom Fields feature in Koncert empowers administrators to import and manage custom fields from HubSpot seamlessly within the Koncert portal. This ensures smooth integration and synchronization between HubSpot data and Koncert workflows.

For the HubSpot org, the columns Koncert Fields, HubSpot Fields, and Action will be available. 

The Custom Fields tab includes the following columns for HubSpot organizations:

• Koncert Fields – Displays all the fields available in Koncert.
• Field Type – Indicates the type of field (e.g., Textbox, Checkbox).
• Read Only – Specifies whether the field is editable or view-only.
• HubSpot Fields – Shows the fields imported from HubSpot.
• Action – Displays the delete option to delete the fields.

By default, mandatory fields from Salesforce, including 10 phone fields, are automatically mapped to corresponding Koncert fields. These mandatory fields are system-defined and cannot be deleted or modified.

Administrators can map remaining HubSpot fields to Koncert fields using the dropdown menus available under the respective columns.

The dropdown lists out the fields that match with the field type of particular field. For example, the Mobile field type of Phone can only be mapped to other DATE-type fields in HubSpot, such as Mobile Phone Number or Phone Number.

Show Dropdown Options

The Show Dropdown in the Custom Fields tab provides a streamlined view and management of fields.

This dropdown includes two options:

• Prospect Fields: Displays and allows you to create fields related to prospects such as Name, City, Phone, and Title.

• Account Fields: Displays and allows you to create fields related to accounts such as Account Name, Industry, and Revenue.

By selecting the appropriate option, you can view and manage fields specific to the selected category.

Add and Map a new custom field

The Custom Fields tab in Koncert allows you to directly add and map fields from HubSpot to Koncert fields seamlessly. 

Steps to Add a Custom Field (Prospect /Account)

1. Use the Show Dropdown to select either Prospect Fields or Account Fields, depending on the type of field you want to create.

2. Click the Add a HubSpot Field button in the top-right corner.

3. In the Koncert Field Mapping window, complete the following steps:

• Select a Field: From the dropdown, choose the appropriate HubSpot field to add. The dropdown lists all available HubSpot fields, including standard and custom fields, such as Country, Created Date, etc. Once selected, the field will automatically be added to the Koncert Fields column and mapped to the corresponding HubSpot field.

• Read Only: Select Yes if the field should be view-only or No if it should be editable.

4. Any changes made are automatically saved. A confirmation message saying ‘Custom Field Added’ will be displayed.

NOTE: The alert message below will be displayed if you try to add a field that already exists.

5. Upon saving, the new field will appear under the Koncert Fields column with its Field Type and Read Only status, and it will be mapped to the corresponding HubSpot field.

In addition to this, the created custom field will be added and available under the Dialing Session tab » Manage Columns window. You can make the field available under the Dialing Session tab if needed. 

Refer to the article How do I move my columns around in Session? for detailed information. 

In addition to this, you can edit the Custom field in the Prospect Information window or the Call Disposition window » Prospect Fields which will be automatically updated in HubSpot.

Edit a Custom Field Name

You can now modify the Koncert Field Name as your wish.

Below you can find instructions on how to edit a custom field name:

1. Click the field name in the Koncert Fields column that you wish to edit.

2. After the Koncert Field Mapping window pops up, modify the field name as required and click Save.

3. A confirmation message saying ‘Fields Updated’ will be displayed.

NOTE: The Mandatory fields cannot be edited. However, their details can be viewed by clicking on the field name.

Delete a custom field

If a custom field is no longer needed, it can be deleted with a few simple steps:

1. You can delete the custom fields by clicking the Delete  icon under the Action column.

2. The confirmation message shown below will be displayed. Click Delete to delete the custom field or click the Close icon to cancel the deletion process.

3. After successful deletion, the message shown below will be displayed.

NOTE: You cannot delete the mandatory fields, as the Delete  icon will be disabled and grayed out.

The mandatory fields are:

Account Name, City, Comments, Contact Name, Created Date, Due Date, Email, Engagement Score, Extension, First Name, Last Name, LinkedIn URL, Modified Date, Phone, Prospect Stage, Record Type, Report Name, Sequence Name, State, Step Display Name, Subject, Timezone, Title and Website / Website URL.

In addition to the above mentioned fields, the following fields will be available by default when an org is created.

• CRM Link
• Mobile
• Mobile Extension

Field Types Supported

The HubSpot field types supported by Koncert are as follows 

• Single-line text
• Number
• Phone Number
• Date picker
• Dropdown select
• Radio select

NOTE: Please reach out to Koncert Support at support@koncert.com to add new field types of your wish/preference.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.