Skip to main content
If you’ve connected Qwoty to a CRM (HubSpot, Salesforce, Pipedrive), you can map Qwoty fields, including your custom fields, to CRM fields. The mapping decides which CRM field receives or sends each value, and in which direction.
CRM mapping requires an active CRM integration. Connect your CRM first in Settings › Developer › Integrations, then come back to map your fields.

​
Where mapping lives

1

Open Integrations

Go to Settings › Developer › Integrations.
2

Configure your CRM

On your connected CRM’s card, click Configure.
3

Find Field synchronisation

Scroll to Field synchronisation. Fields are grouped by object:
  • Customer (Qwoty) - Companies (CRM)
  • Contact (Qwoty) - Person/Contact (CRM)
  • Project (Qwoty) - Deal/Opportunity (CRM)
  • Product (Qwoty) - Products (CRM)
Customer custom fields appear in the customer group, and quote custom fields (defined on the Template object) in the project group. Both are prefixed with Custom: to distinguish them from system fields.
Product and Contract Model custom fields aren’t listed in Field synchronisation.

​
Sync directions

For each field, you choose one of three directions:
When in doubt, start with CRM → Qwoty. Qwoty then never overwrites CRM data. Move to Bidirectional only when your team needs to edit the value in both apps.

​
Selecting the CRM field

Each field row has two controls:
  • Direction: ↔ Bidirectional, CRM → Qwoty, or Qwoty → CRM
  • Select CRM field: the matching field on the CRM side (searchable). Leave it on No mapping to keep the field local to Qwoty.
Pick a CRM field whose type matches the Qwoty field type (text, number, or date).
If you don’t find the field you expect, check that it exists in your CRM and that the integration can access it. If Qwoty reports that the CRM connection expired or is invalid, click Reconnect.

​
Save changes

Click Save changes to apply your mapping. You can adjust it at any time.

​
Common mapping patterns

Field properties

Mandatory, Editable by sale, Display for customer.

CRM sync fields

Every setting of a CRM integration.

CRM integration

Connect HubSpot, Salesforce, or Pipedrive.

Create a Customer custom field

The most common case for CRM-synced custom fields.
Last modified on October 27, 2026