Configuring Custom Objects for Prelay:
This example walks through setting up a Prelay Play custom object. The same process can be done for Prelay Assists and Prelay Play Actions.
Creating a Prelay Play custom object
Select the settings gear on the top right of Hubspot.
Navigate to Data Management > Objects > Custom Objects.
Click Create Custom Object
Fill out the following fields
Object name (Singular): Prelay Play
Object name (Plural): Prelay Plays
Primary display property: Title
Property type: Single-line text
Click Create.
Required fields for Prelay field mapping
This sets up a unique Prelay ID field, which lets Prelay track the association between the object in Prelay and the one exported to Hubspot.
Click Manage Prelay Play Properties.
Click Create property.
Fill out the the following fields:
Group: Prelay Play Information
Label: Prelay ID
Click Next.
Select Single-line text.
Click Next.
Check Require unique values for this property.
Click Create.
Configuring Field Mapping in Prelay
Under Settings > Field Mapping > Plays, click Add Mapping
On the Prelay side, select Play ID
On the Hubspot side, select the Prelay ID field created earlier (note that you may have to scroll to the bottom)
Repeat the same process for Title
Click Save, then Saves Changes again to confirm.
Configuring Associations
Under Associations, click Create new association.
Select Deals, then Create.
Select Configure association limit.
Set Prelay Play-to-Deals to Custom, then Save.
Click the dropdown for Prelay Plays-to-Deals > Enable other associations
Select Companies, then Create
Click Configure association limit
Set Prelay Play-to-Companies to Custom, then Save.
