You can add participants automatically to your HubSpot contacts or update their properties using the native HubSpot integration.

Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.

You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Integrations" - then just click "Connect" on HubSpot's card.

You will then be asked to select a HubSpot account to connect to involve.me as shown on the below example:

Once you've chosen an account, you'll need to grant access to involve.me so it can connect to it.

After granting access, you'll be able to see the email address of the HubSpot account that you're using.

Data mapping for the HubSpot integration

The integration will send email and default properties automatically.
For your list to accept more data, please add "Custom properties" on HubSpot accordingly beforehand.

In the following sections you'll learn how different data fields are mapped to HubSpot. Once the integration has been connected to your project, you'll find the button "Manage Custom Fields" on the project's integration settings.

Default custom fields that are already predefined by HubSpot:

  • Email

  • Title

  • Gender

  • First name

  • Last name

  • Job title

  • Organization name

  • Phone

  • Mobile phone

  • Street

  • Zip

  • City

  • State

  • Country

  • Fax

  • Website

Default custom fields that need to be created beforehand:

You need to create the fields in HubSpot exactly as shown below in the column "HubSpot Fields".

involve.me Fields

HubSpot Fields

Type

Outcome

outcome

Single line text

Project

involveme_project

Single line text

Country Code

country_code

Single line text

Full birthday with year

birthdate

Date picker

Correctly answered questions

correct

Number

Quiz score of values

score

Number

Total points for the determining outcome

outcome_points

Number

Calculator result*

calculator

Number

Calculators by ID (eg. ca_xxxxxxx)**

ca_xxxxxxx

Number

Url for the website where the project was embedded

embed_url

Single line text

Remote id

remote_id

Single line text

Facebook

facebook

Single line text

Twitter

twitter

Single line text

Instagram

instagram

Single line text

Linkedin

linkedin

Single line text

*This is the result of the first calculator in the project, if there's only one calculator you can use this field.

**If you have multiple calculators in your project you can specify them by ID.

Data from question elements:

Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".

Good to know

  • Make sure you choose the right field names & types or your integration may not work (eg. can't save a text as a date property, or a text as a number).

  • Custom properties on existing contacts will be updated when the same email is sent again.

  • If you have configured a HubSpot integration on a project and you duplicate said project, your integration settings will duplicate as well.

Opt-in Checkbox and GDPR

In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, to your involve.me project.

Here's a step-by-step guide on how to set it up.

If GDPR is of no concern to you, then you can skip this step.

Testing your integration

Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.

If you still have any questions, please feel free to contact support.

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