Words to know

Contact

A person in HubSpot. Aura matches each lead to one contact by email.

A possible sale in HubSpot. Aura makes one deal for each booked call. It can also make one for a lead before they book.

The list of steps a deal goes through in HubSpot. For example, "Booked", "Won" and "Lost". You pick one pipeline for Aura to use.

One step in a pipeline. Aura moves a deal from stage to stage as the call goes on.

The HubSpot user in charge of a contact or deal. Aura only fills in an owner when there is none.

The person who owns a deal when Aura can't match the closer to a HubSpot user. It is for deals only.

Keeping two tools up to date with each other. Here, it means Aura sends updates to HubSpot. It also means a few contact edits come back to Aura.

An on or off control on the Default sync tab. Each one turns one kind of update on or off. They all start off.

Your choice of where something goes. Pipeline mapping picks stages. Field mapping picks fields. Owner mapping picks people.

A box of information on a HubSpot record, like "Phone" or "Lead source". HubSpot calls fields "properties".

The columns on the Opportunities board in Aura. For example, Booked Call, No Show and Won. Each lead is in one column.

The person on your team who takes the sales call.

The person on your team who booked the call for the lead.

Sending leads and calls that Aura had before you connected HubSpot. In Aura, the button is Sync history.