Available on | ❌ Free | ❌ Basic/Starter | ✅ Pro | ✅ Business |
You can add participants automatically to your HubSpot contacts or update their properties using the native HubSpot integration.
If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
Connecting the Integration
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your funnel's card and selecting "Connect" - 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.
While creating custom properties on Hubspot, please select a “Group” that is natively available and not custom created for your account or these custom properties will not be available to be picked from the dropdown selection at the integration's setting page.
Once the integration has been connected to your funnel, you'll find the button "Manage Custom Fields" on the funnel's integration settings, which is where you can map the involve.me fields to the integration fields.
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
If you want to receive data for the below fields, then you'll need to create them in HubSpot exactly as shown in the column "HubSpot Fields".
involve.me Fields | HubSpot Fields | Type |
Outcome | outcome | Single line text |
Funnel | involveme_project | Single line text |
Country Code | country_code | Single line text |
Full birthday with year | birthdate | Date picker |
Correctly answered questions | correct | Number |
Score | score | Number |
Outcome points | outcome_points | Number |
Calculator result* | calculator | Number |
Calculators by ID (eg. ca_xxxxxxx)** | ca_xxxxxxx | Number |
Embed URL | embed_url | Single line text |
Remote id | remote_id | Single line text |
Single line text | ||
Single line text | ||
Single line text | ||
Single line text |
*This is the result of the first calculator in the funnel, if there's only one calculator you can use this field.
**If you have multiple calculators in your funnel 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
If you want to set your contacts as marketing contacts in HubSpot, then make sure to read the following article to ensure everything's correctly set up: https://knowledge.hubspot.com/integrations/manage-marketing-contacts-settings-for-your-integrations
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).
When creating properties in HubSpot (such as the Score property) you might want to make sure it is type Number, like we suggest, instead of type Single line text. The reason is that type Text might make a Score of 32, turn into 32.000, and with type Number this will not happen.
Custom properties on existing contacts will be updated when the same email is sent again.
If you have configured a HubSpot integration on a funnel and you duplicate said funnel, 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, from your involve.me funnel.
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 funnel, 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 our support team.