How to map custom answers to HubSpot properties

To map responses from your Calendly form to HubSpot fields like job function, company name, or industry, use HubSpot Workflows. These responses will update the chosen contact or company property fields automatically.

Note: Existing contacts cannot have their contact properties updated with our workflows. 

Before you begin 

• You must have a HubSpot Professional or Enterprise plan to use HubSpot Workflows.
• You must have HubSpot admin privileges.  

How to map custom answers

Step 1 – Creating a workflow

Step 2 – Creating an enrollment trigger

Step 3 – Editing a record

Step 1 – Creating a workflow

1. Log in to your HubSpot account.
2. Navigate to Automation, and select Workflows.
   
3. In the top right corner, select Create Workflow >  From Scratch.
4. Select Contact-based and Blank workflow, then Next. 

Step 2 – Creating an enrollment trigger

1. In the workflow builder, select your enrollment trigger to enter into edit mode. 
2. Select When filter criteria is met.
   
3. Under Criteria in the Filtering on section, select Activity (Associated Object) and search for Meeting name.
   
4. Set your criteria for your filtering needs: 
   • Is known – to filter for all your scheduled meetings
   • Contains any of – to filter by event type name
5. Select Close editor and Save.

Step 3 – Editing a record

Note: Existing contacts cannot have their contact properties updated with our workflows. 

1. Select the + sign beneath your enrollment trigger.
2. Under Browse all actions search for Edit record.
3. Under Record type select the record type you wish to update.
   • Ex: Contact
4. Under Property to edit select the element you wish to update.
   • Ex: Job Title

Once you have completed your workflow, you can run a test: