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Use the native HubSpot integration to automatically create contacts, update their properties, and create deals from your involve.me funnel submissions.
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 HubSpot to involve.me from the Connect tab inside your funnel.
To connect HubSpot:
Open the funnel you want to connect to HubSpot
Go to the Connect tab
Find HubSpot in the list of integrations
Click Connect on the HubSpot integration card
You will then be redirected to HubSpot to choose the HubSpot account you want to connect to involve.me.
Select the HubSpot account you want to use and click Choose Account.
Next, HubSpot will show the permissions that involve.me needs in order to send contact data to your HubSpot account. Review the requested scopes, then click Connect app to approve and install the connection.
After approving access, you will be redirected back to involve.me. The connected HubSpot account will appear in the HubSpot integration settings.
You can now open the HubSpot integration settings and continue with the field mapping.
Data Mapping for the HubSpot Integration
The integration will always send the email property automatically. For your list to accept more data beyond email, you can create custom properties in HubSpot, or create them directly in involve.me (text fields only, see below).
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.
The first time you connect this integration to a funnel, fields are mapped automatically using AI. To redo the mapping at any time, click Auto-map with AI at the top of the Fields Mapping screen. You can also map or adjust fields manually.
Create a HubSpot Property Without Leaving involve.me
You can now create a new HubSpot property straight from the field mapping screen, so you no longer have to set it up in HubSpot first. In the HubSpot column, open the field dropdown, click "+ Create new property", type a name in the "New property label" field, and click "Create". involve.me creates the property in HubSpot and maps it to your funnel field right away.
This works for text properties. For other property types (number, date, and similar), create the property in HubSpot first using the steps above.
For more information on mapping please see this article here.
Set a Legal Basis for New Contacts
If your HubSpot account has data privacy settings enabled, you can set a legal basis for processing new contacts created through the integration.
To configure this:
Open your funnel's HubSpot integration settings.
Enable Set legal basis for new contacts.
Under Legal basis, select the option that applies to how you collect and process contact data.
Save your integration settings.
The available options are:
Legitimate interest - prospect/lead
Legitimate interest - existing customer
Legitimate interest - other
Performance of a contract
Freely given consent from contact
Not applicable
Make sure to select the legal basis that reflects your data processing activities and applicable privacy requirements.
Note: This setting is particularly important for HubSpot accounts with data privacy settings enabled, as HubSpot may require a legal basis when creating new contacts.
Creating Deals in HubSpot
You can also create deals in HubSpot from your funnel submissions.
If your HubSpot connection was set up before deal support became available, you need to reauthorize it and approve the additional permissions to allow involve.me to access deals.
To configure deal creation:
Open your funnel’s Connect tab.
Find your connected HubSpot integration and click Manage Custom Fields.
Enable Create deal.
Select the Pipeline where the deal should be created.
Select the Stage within that pipeline.
Enter a Deal name.
Enter a Deal value, or leave it empty to use the calculator result.
Save your integration settings.
After saving, test the integration with a submission and check that the deal appears in the selected HubSpot pipeline and stage.
Disconnecting HubSpot from involve.me
You can disconnect a HubSpot connection from a particular funnel or completely from involve.me at any time.
To disconnect HubSpot from a funnel:
Open your funnel
Go to the Connect tab
Open the HubSpot integration
Click the dropdown next to the connected HubSpot account
Select Disconnect from funnel
Confirm the change
Once disconnected, new submissions from this funnel will no longer be sent to HubSpot through this integration. Existing contacts or properties that were already created or updated in HubSpot will not be deleted automatically.
If you want to use HubSpot with this funnel again later, go back to the Connect tab, find HubSpot under Available apps, and click Use connection. You can then select the existing HubSpot connection and configure the integration for the funnel again.
To delete the HubSpot connection entirely:
Go to Integrations in the main navigation of your account
Search for or select HubSpot and click "Manage connections" or go to https://app.involve.me/integrations/hubspot
On each connection that you want to remove, click the arrow icon on the right side and select "Delete connection"
Uninstalling involve.me from HubSpot
You can uninstall the involve.me app directly from your HubSpot account.
To uninstall involve.me from HubSpot:
Log in to your HubSpot account
Click the Settings icon in the top navigation bar
In the left sidebar, go to Integrations → Connected Apps
Find the involve.me app
Click Actions
Select Uninstall
In the confirmation dialog, type uninstall
Click Uninstall to confirm
HubSpot also explains how to uninstall apps from the Connected Apps area in its Knowledge Base: https://knowledge.hubspot.com/marketplace/install-apps-in-the-hubspot-marketplace#uninstall-an-app
After uninstalling involve.me from HubSpot, new submissions will no longer be sent to HubSpot through that app connection. If you want to use HubSpot with involve.me again later, you will need to reconnect the integration and approve the requested permissions again.
Disconnect from the HubSpot side: You can now stop the connection from within HubSpot without uninstalling the app. In your HubSpot account, open the involve.me app under Connected Apps and disconnect it. The app stays installed, but new submissions stop syncing until you reconnect.
What Happens When You Disconnect or Uninstall HubSpot
Disconnecting or uninstalling HubSpot affects future syncing between involve.me and HubSpot.
If you disconnect HubSpot from a funnel in involve.me:
New submissions from that funnel will no longer be sent to HubSpot
The HubSpot connection may still remain available in your involve.me account
Existing HubSpot contacts that were already created or updated by involve.me will not be deleted
Existing HubSpot contact properties and submitted data will remain in HubSpot
You can use the connection again later by going to Connect, selecting HubSpot, and clicking Use connection
If you uninstall involve.me from your HubSpot account:
The involve.me app connection will be removed from HubSpot
involve.me will no longer be able to send new submission data to that HubSpot account
Funnels that were using the HubSpot connection may stop syncing data until HubSpot is connected again
Existing contacts, contact properties, and data that were already created or updated in HubSpot will not be deleted by involve.me
To use HubSpot again, you will need to reconnect the integration and approve the requested permissions again
Before disconnecting or uninstalling HubSpot, make sure you no longer need new submissions from your involve.me funnels to be sent to that HubSpot account.
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 a Score property, set its type to Number, not Single line text, so the value stays a clean number. Note: properties created directly from involve.me are always text, so create a Score property in HubSpot first.
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 and field mappings 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.
About involve.me
involve.me is the lead capture, CRM and email workflow automation platform. Built for high-ticket service businesses and high-consideration product businesses, where every qualified lead is worth hundreds or thousands of dollars.
Create landing pages and website widgets that qualify every lead with scoring and logic: quote, ROI and savings calculators, assessments and scorecards, product finders and configurators, quizzes, intake and payment forms. Outcome pages turn scores and results into personalized charts, gauges and graphs.
Every lead lands in the free CRM with its answers, scores and timeline, plus custom properties, tags, dynamic segments and pipeline stages. Branching email workflows then follow up automatically on answers, scores, outcomes, segments, opens and clicks.
The AI Agent builds funnels from a prompt, and AI drafts the email sequences.
60+ integrations, including HubSpot, Salesforce, Klaviyo, ActiveCampaign, Mailchimp, Pipedrive and Brevo, payments (Stripe, PayPal, Square), 5 tracking pixels, Zapier and webhooks.
Free plan available. Free CRM on all plans. Email workflows are on paid plans. Trusted by 4,500+ businesses, SOC 2 Type II audited, and GDPR-compliant.