How to set Outlook IMAP Contact Fields for Sync to HubSpot Free CRM

Using HubSpot offers the ability to create different and custom columns to display just the information you want to see in their Contacts List. The default "Contacts" offers several fields. This guide will layout all of the custom columns you can create to get the most out of your HubSpot Sync.

Adding Columns to HubSpot Contacts

To add a column to HubSpot Contacts:

1. Open HubSpot via your Browser and select Contacts.
2. Select the "Edit Columns" option on the right of the Contacts List.
3. Select the "Create a Property" option at the bottom of the Current Columns List.
4. Choose Contact for the Object Type and Select Contact Information for the Group.
5. For the Label you can set anything here and then later Map this field in the CompanionLink Field Mapping, but if you use one of the Existing Outlook Fields that do not already exist in HubSpot these fields will sync automatically on the next sync. See Below for the list of these fields.
6. Select Next, then select the Field tope of Single-Line Text. Click Next again then select Create.

Here are the fields that will Map to HubSpot from Outlook once you set the corresponding label:

1. Category - This will map the Outlook Category Field to the HubSpot Column if you set the Label to Category in Step 5.
2. File As - This will map the Outlook Category Field to the HubSpot Column if you set the Label to File As in Step 5.