See what fields Coffee syncs with HubSpot and Salesforce by default.
Standard deal fields in Coffee
These core fields are available by default to help you track deal progress and sales activity:
Company Name & Deal Name
Amount: The total value of the deal.
Stage & Status: Current position in the pipeline and active/inactive status.
Forecast Category: How the deal is categorized for revenue projections.
Points of Contact: Linked individuals associated with the deal.
Close Date: Expected or actual date the deal is finalized.
Owner: The team member responsible for the deal.
Dates & Activity: Create Date, Last Activity, and Next Activity.
Action Tracking: Last Step and Next Step.
Analytics: Age (total time open) and Time in Stage.
Synced fields from your CRM
When you connect your CRM, Coffee automatically maps these specific fields to ensure your data remains consistent across platforms.
From HubSpot deals
Coffee pulls the following data points from your HubSpot account:
Financials: Base currency, Deal currency, and Amount.
Timeline: Close date, Create date, and Last activity date.
Ownership: HubSpot owner ID and All owner IDs.
Identity: Deal name, Description, and Object ID.
Pipeline Data: Deal stage, Deal type, Priority, and Deal stage probability.
Next Steps: Next step and Manual forecast category.
From Salesforce opportunities
Coffee pulls the following data points from your Salesforce account:
Financials: Amount.
Timeline: Close date, Create date, and Last activity date.
Ownership: Owner ID.
Identity: Name, Description, and ID.
Pipeline Data: Stage name, Type, Probability, and Forecast category.
Next Steps: Next step.
Custom fields
If your team tracks unique data points not covered by standard fields, you can extend your setup. Learn more