Introduction
Convertr has the ability to connect directly to Hubspot's API and create contacts within Hubspot.
With our Hubspot Integration, we take advantage of the Create Contact API or the Create/Update Contact API to submit our lead data into Hubspot as a contact.
Please note, this integration does not submit data to a Hubspot form. For this, please see HTTP Integration Examples: Hubspot Forms.
Prerequisites
- Hubspot API Key (you will need the correct permissions, please see the Required Scope on the Hubspot documentation linked above)
- Hubspot REST API fields
Setup
1. You will need to navigate to your chosen campaign, and go to Processr > Integration. Click Add Job, and then select Hubspot Integration
2. Next, enter your API Key.
3. Next enter your write permissions, this can be either:
- Create: This will create a new contact in Hubspot. If the email address matches a lead that already exists in Hubspot, then the integration will fail.
- Create or Update: This will create a new contact, however if the email address matches a lead that already exists in Hubspot, then we will update that lead instead.
4 Next is the mapping section. Here you will map the Hubspot REST API names to the Convertr field names. Enter the Hubspot fields against the Convertr fields as shown below:
To add additional fields, select Add Item.
Please note: you do not need the first row as this is just a guideline.
5. Once complete, select Save.
