CRM sync fields

Beyond the base objects described in each CRM integration page (Customer, Primary contact, Project/Quote, Line items, Product), Qwoty exposes a common set of additional fields that can be mapped to a field on your connected CRM. This reference applies the same way across HubSpot, Salesforce, and Pipedrive.

Field mapping is configured per-CRM in Settings → Developers → Integration → [CRM name], the same place described in CRM mapping. Each field below can be mapped with one of three directions:

Bidirectional ↔ — changes in either system propagate to the other
CRM → Qwoty — the CRM is the source of truth
Qwoty → CRM — Qwoty is the source of truth

Leaving a field unmapped keeps it local to Qwoty.

How Qwoty objects map to each CRM

Qwoty object	HubSpot	Salesforce	Pipedrive
Customer	Company	Account	Organization
Primary contact	Contact	Contact	Person
Project (Quote)	Deal	Opportunity	Deal
Product	Product	Product2	Product

The tables below list the fields available for mapping on each object, using Qwoty’s naming. The equivalent CRM-side field is whatever you select in the mapping dropdown for that CRM.

Quote (Project) fields

Field	Description	Typical direction
Quote ID	Qwoty’s internal identifier for the quote	CRM → Qwoty (reference only)
Quote number	Human-readable quote number	Qwoty → CRM
Status	Current quote status (draft, sent, accepted, expired, lost, …)	Qwoty → CRM
Title	Quote title	Qwoty → CRM
Issue date	Date the quote was issued	Qwoty → CRM
Expiration date	Date the quote expires	Qwoty → CRM
MRR	Monthly recurring revenue generated by the quote	Qwoty → CRM
ARR	Annualized recurring revenue generated by the quote	Qwoty → CRM
TCV	Total contract value across the full commitment	Qwoty → CRM
One-off total	Total of one-time (non-recurring) charges on the quote	Qwoty → CRM
First payment due	Amount due on the first payment or installment	Qwoty → CRM
Gross margin	Gross margin computed on the quote	Qwoty → CRM
Discount rate	Overall discount rate applied to the quote	Qwoty → CRM
Number of views	Dealroom engagement: how many times the buyer opened the quote	Qwoty → CRM
Last active	Dealroom engagement: last time the buyer interacted with the quote	Qwoty → CRM

Status driving the deal/opportunity stage or pipeline step is handled separately from field mapping — see the “stage automation” section on each CRM’s integration page.

Customer fields

Field	Description	Typical direction
Name	Customer / company name	Bidirectional
Tax ID(s)	Tax identification number(s); multiple values are joined	CRM → Qwoty
Billing address line 1	First line of the billing address	Bidirectional
Billing address line 2	Second line of the billing address	Bidirectional
Billing city	Billing address city	Bidirectional
Billing state	Billing address state or region	Bidirectional
Billing postal code	Billing address postal / ZIP code	Bidirectional
Billing country	Billing address country (name)	Bidirectional
Billing country code	Billing address country (ISO code)	Bidirectional

Contact fields

These fields map onto the customer’s primary contact (Contact or Person, depending on the CRM — see the table above).

Field	Description	Typical direction
First name	Contact’s first name	Bidirectional
Last name	Contact’s last name	Bidirectional
Email	Contact’s email address	Bidirectional
Phone	Contact’s phone number	Bidirectional
Role	Contact’s role or job title	CRM → Qwoty
ERP ID	External identifier from a connected ERP	CRM → Qwoty
Accounting ID	External identifier from a connected accounting system	CRM → Qwoty

Product fields

Field	Description	Typical direction
Product name	Product display name	Qwoty → CRM
Reference	Internal product reference	Qwoty → CRM
SKU	Stock keeping unit	Qwoty → CRM
Description	Product description	Qwoty → CRM
Product type	Product category / type	Qwoty → CRM
Unit of measure	Unit the product is sold in (e.g. license, hour, unit)	Qwoty → CRM
Units per pack	Number of units included per pack, if applicable	Qwoty → CRM
ERP ID	External identifier from a connected ERP	Qwoty → CRM
Accounting ID	External identifier from a connected accounting system	Qwoty → CRM

A product’s price, quantity, tax, and line-item discount on a given quote are always synchronized as part of the line item itself (deal product / opportunity line item, depending on the CRM) — they aren’t configured through field mapping.

Custom fields

Any custom field you’ve created on the Quote, Customer, Contact, or Product object in Qwoty can also be mapped to a CRM field, exactly like the fields above. In the mapping screen, custom fields are listed with a Custom: prefix to distinguish them from the fields in this reference. See CRM mapping for the full mapping workflow, compatible field types, and how missing values are handled.

Pipedrive

Connect Pipedrive and see how objects are synchronized end to end.

Salesforce

Connect Salesforce and see how objects are synchronized end to end.

HubSpot

Connect HubSpot and see how objects are synchronized end to end.

CRM mapping

Where field mapping lives, sync directions, and compatible field types.

CRM

Billing

Messaging

Payment link

CRM sync fields

How Qwoty objects map to each CRM

Quote (Project) fields

Customer fields

Contact fields

Product fields

Custom fields

Pipedrive

Salesforce

HubSpot

CRM mapping

​How Qwoty objects map to each CRM

​Quote (Project) fields

​Customer fields

​Contact fields

​Product fields

​Custom fields

​Related

Pipedrive

Salesforce

HubSpot

CRM mapping

How Qwoty objects map to each CRM

Quote (Project) fields

Customer fields

Contact fields

Product fields

Custom fields

Related