[TEMPLATE] Slate ↔ HubSpot Integration Field & Value Mappings

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1	Slate ↔ HubSpot Integration Field & Value Mappings
2	QUERY 1: INQUIRY & PROSPECT QUERY (SLATE TO HUBSPOT)						HUBSPOT PROSPECT LIST (HUBSPOT TO SLATE)
3	[SAMPLE DESCRIPTION] All Slate Inquiries from July 1, 2026 onwards for XX programs. This data serves to exclude inquiries from HubSpot pre-inquiry comm flows and should run daily in the AM. See field requirements below.						[SAMPLE DESCRIPTION] All HubSpot prospects will be sent to Slate within 1 day with the following fields. This list [will be inserted once created] will sync [daily/weekly/hourly] at [time of day] on [x day of the week].
4	Slate Property	Description	Slate Values	HubSpot Property	HubSpot Values or Type	Slate → HubSpot	HubSpot Property	Description	HubSpot Values or Type	Slate Property	Slate Values	HubSpot → Slate
5	Updated	Date the person record was last updated		Last Slate Sync*	Date Picker		First Name*	First name of the record in HubSpot	Single-line Text	First
6	First	First name of person		First Name*	Single-line Text		Last Name*	Last name of the record in HubSpot	Single-line Text	Last
7	Last	Last name of person		Last Name*	Single-line Text		Email*	Email of the record in HubSpot	Single-line Text	Email
8	Email	Email of person		Email*	Single-line Text		Slate Record ID	Given slate REF ID of the person record	Single-line Text	REF ID
9	REF ID	Slate system ID of person recrod		Slate Record ID	Single-line Text		HubSpot Record ID	HubSpot system ID of the record	Phone Number
10	Phone Number	Phone number of person record		Phone Number	Phone Number		HubSpot Original Traffic Source	HubSpot original traffic source (such as Paid Social, Paid Search, Organic Search, etc.)	Single-line Text
11	Origin Source	Slate origin source of person record		Slate Origin Source	Single-line Text		HubSpot Contact Timeline URL	Link directly to the contact record in HubSpot	Single-line Text
12	Created Date	Date the person record was created in Slate	Date	Slate Created Date	Date Picker		HubSpot Recent Conversion (name of form they converted on)	Name of the person's latest form submission in HubSpot	Single-line Text
13	Record Status	Current record status of the person record (Prospect, Inquiry, Applicant?)	Applicant	Slate Record Status	Prospect		HubSpot Create Date	Create date of the record in HubSpot	Date Picker
14	Inquiry Submission Date	The date the person submitted on the Slate inquiry form.	Date		Date Picker		Lifecycle Stage	Current lifecycle stage of the record (such as prospect, inquiry, applicant)	Prospect	Record Status?
15	Inquiry Program of Interest	The program of interest selected on the inquiry form	Program #1	Program of Interest	Program #1		... any other relevant fields needed in Slate
16	Inquiry Term of Interest	The term of interest selected on the inquiry form	Summer 2023	Term of Interest	Summer 2023
17	.... Any other relevant form fields on the Slate RFI / Inquiry Form
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21	QUERY 2: RANK 1 APPLICATION QUERY (SLATE TO HUBSPOT)
22	[SAMPLE DESCRIPTION] All Slate Applicants from July 1, 2026 onwards for XX programs. This should give a person's RANK 1 application data.
23	Slate Property	Description	Slate Values	HubSpot Property	HubSpot Values or Type	Slate → HubSpot
24	Updated	Date the person record was last updated		Last Slate Sync*	Date Picker
25	First	First name of person		First Name*	Single-line Text
26	Last	Last name of person		Last Name*	Single-line Text
27	Email	Email of person		Email*	Single-line Text
28	REF ID	Slate system ID of person recrod		Slate Record ID	Single-line Text
29	Phone Number	Phone number of person record		Phone Number	Phone Number
30	Origin Source	Slate origin source of person record		Slate Origin Source	Single-line Text
31	Created Date	Date the person record was created in Slate		Slate Created Date	Date Picker
32	Record Status	Current record status of the person record (Prospect, Inquiry, Applicant?)	Applicant	Slate Record Status	Prospect
33	Rank 1 Application Start Date
34	Rank 1 Application Submit Date
35	Rank 1 Application Program
36	Rank 1 Application Status
37	Rank 1 Application Decision
38	Rank 1 Application Term
39	Rank 1 Application ID
40	QUERY 3: RANK 2 APPLICATION QUERY (SLATE TO HUBSPOT)
41	[SAMPLE DESCRIPTION] All Slate Applicants from July 1, 2026 onwards for XX programs. This should give a person's RANK 2 application data.
42	Slate Property	Description	Slate Values	HubSpot Property	HubSpot Values or Type	Slate → HubSpot
43	Updated	Date the person record was last updated		Last Slate Sync*	Date Picker
44	First	First name of person		First Name*	Single-line Text
45	Last	Last name of person		Last Name*	Single-line Text
46	Email	Email of person		Email*	Single-line Text
47	REF ID	Slate system ID of person recrod		Slate Record ID	Single-line Text
48	Phone Number	Phone number of person record		Phone Number	Phone Number
49	Origin Source	Slate origin source of person record		Slate Origin Source	Single-line Text
50	Created Date	Date the person record was created in Slate		Slate Created Date	Date Picker
51	Record Status	Current record status of the person record (Prospect, Inquiry, Applicant?)	Applicant	Slate Record Status	Prospect
52	Rank 2 Application Start Date
53	Rank 2 Application Submit Date
54	Rank 2 Application Program
55	Rank 2 Application Status
56	Rank 2 Application Decision
57	Rank 2 Application Term
58	Rank 2 Application ID
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