Map My Customers + HubSpot
Map My Customers adds a purpose-built execution layer for field sales, giving reps one place to prioritize accounts, plan their day, prepare for customer visits, capture activity, and follow up. HubSpot stays connected as the system of record.
Built for field sales
Customer and opportunity data from HubSpot becomes part of the rep’s daily workflow in Map My Customers. Reps can see where to focus, plan an efficient day, prepare for each stop, capture what happened, and move to the right next action, without bouncing between tools.
See which accounts, opportunities, and follow-ups need attention.
Build the day around the right customers, routes, and territory priorities.
Give reps the context they need before they walk into a customer meeting.
Record visits, notes, outcomes, and next steps while the work is happening.
Field reps should not have to choose between spending time with customers and keeping the CRM current. Map My Customers makes it easier to capture what happens in the field and connect that activity back to HubSpot.
Visits, notes, customer updates, and follow-up activity can be recorded as part of the rep’s normal field workflow.
Keep the customer record connected to what reps are actually learning and doing in the field.
Sales leaders, operations teams, and others working in HubSpot get a more complete view of customer activity.
How it works
Customer and pipeline data
Field sales execution
Updated field context
AI Field Agent
AI Field Agent helps reps turn HubSpot account context and field activity into action, without adding more admin to the day.
Surface relevant account context so reps arrive prepared.
Debrief by voice while the conversation is fresh and turn it into structured activity.
Generate follow-up and suggested next steps based on the customer interaction.
Native HubSpot integration
Choose the HubSpot records and fields you want available in Map My Customers, and configure how your data moves between the two systems. Most teams are syncing in under 15 minutes.
Set Up Your IntegrationChoose the HubSpot Companies, Contacts, Deals, Activities, and other supported records you want available to your field team.
Connect standard and supported custom HubSpot properties with the corresponding fields in Map My Customers.
Control how frequently supported data is synchronized between HubSpot and Map My Customers.
Once connected, reps work in Map My Customers with the customer, account, and opportunity context they need to run the day.
Two-way sync
With two-way sync, supported activity captured in Map My Customers, including visits, notes, and customer updates, can flow back into HubSpot, helping keep customer records current without asking reps to maintain two separate workflows.
Let reps record supported customer and field activity in the workflow they already use.
Send supported updates back to HubSpot so teams have access to more current customer context.
Bring what is happening outside the office into the CRM used by sales, operations, marketing, and leadership.
| HubSpot object | HubSpot → MMC | MMC → HubSpot | Notes |
|---|---|---|---|
| Companies | ✓ | ✓ | New companies created in MMC and updates to existing records sync back to HubSpot. |
| Contacts (People) | ✓ | ✓ | New contacts created in MMC and field updates sync back to HubSpot. |
| Deals | ✓ | ✓ | New deals created in MMC and updates sync back to HubSpot. |
| Activities (visits, notes, tasks) | ✓ | ✓ | Field activity captured in MMC synchronizes back to HubSpot with two-way sync. |
| Custom properties | ✓ | Configurable | Mapped during setup, where supported. |
Sync direction and available fields are configured per account. Talk to our team to confirm what’s supported for your HubSpot setup.
Common questions about connecting HubSpot and Map My Customers. Still curious? See all FAQs.
Only for the initial authorization. A HubSpot admin connects the two systems once; after that, setup and day-to-day management happen inside Map My Customers, with support from our team as needed.
Map My Customers sits on top of HubSpot as a purpose-built field sales layer. Customer and pipeline data from HubSpot is made available to reps in Map My Customers, while supported field activity can synchronize back to HubSpot.
Companies, contacts, deals, and activities sync from HubSpot into Map My Customers, along with supported custom properties, giving reps the account context they need in the field.
Yes. With two-way sync, supported field activity, such as visit notes and customer updates, can flow back into HubSpot to help keep the record current.
Yes. Reps can work from Map My Customers using customer, account, deal, and activity data synchronized from HubSpot, without switching into HubSpot during the day.
Yes. HubSpot companies and contacts appear on the map in Map My Customers, so reps can see account locations, plan routes, and prioritize territory coverage.
Yes. Once HubSpot accounts sync into Map My Customers, reps can build routes and daily plans around real account locations, priorities, and territory boundaries.
Yes. Activity capture plus two-way sync means what happens in the field, visits, notes, and customer updates, can flow back into HubSpot instead of staying in a notebook or a rep’s memory.
Yes, where supported. Custom HubSpot properties can be mapped to fields in Map My Customers as part of setup.
Yes. Field activity captured in Map My Customers, such as visits and notes, can synchronize back to HubSpot alongside the standard sync of companies, contacts, deals, and activities.
Most teams connect HubSpot and start syncing in under 15 minutes. A HubSpot admin authorizes the connection, then records and fields can be configured inside Map My Customers.
Map My Customers + HubSpot
Keep HubSpot as your system of record while Map My Customers gives reps and leaders the field-specific workflows, visibility, and intelligence they need every day.