HubSpot integration

Feature Snapshot

Summary:
The HubSpot integration connects LeadConduit with HubSpot’s inbound marketing and sales platform via the HubSpot API, automating contact creation, updates, and form submissions directly from your lead flow.

Key Benefits:

• Automates creation and updating of HubSpot contacts
• Synchronizes essential lead data seamlessly
• Saves time by reducing manual data entry
• Enhances inbound marketing workflows through real‑time data transfer
• Supports custom field mapping for advanced lead data enrichment

Typical Use Cases:

• Creating new contact records in HubSpot from submitted leads
• Updating existing contacts with the latest lead data
• Integrating inbound flows with automated campaign management
• Centralizing lead information for consistent CRM records

How the HubSpot integration works?

Step‑by‑Step Instructions

1. Select Your Flow:
   Log into LeadConduit, navigate to your desired flow, and click the Edit button to open the flow configuration.

2. Add the HubSpot Integration Step:
   In the flow editor, add a new integration by clicking on “Add to Flow > Integration” and selecting “HubSpot” from the in-app catalog.

3. Configure Authentication:
   Enter your HubSpot account credentials or a private app access token. Refer to HubSpot’s API documentation for generating and managing your token.

4. Map Additional Custom Fields:
   If needed, use the HubSpot Custom option within the Field Mappings to map any extra LeadConduit fields to corresponding HubSpot properties.

5. Save and Activate the Integration:
   Review your field mappings and then Save your flow. This activates the integration so that leads processed through the flow update HubSpot accordingly.

Expected Result:
When a lead passes through your flow, its contact information—both standard and custom—is transferred to your HubSpot account, resulting in the creation or update of a contact record.

Validation & Monitoring (optional)

• Test the Setup: Send a test lead through your flow and verify that a new or updated contact appears in your HubSpot account.
• Where to Monitor?: Check LeadConduit’s event logs for the HubSpot step and review HubSpot’s contact list dashboard for data accuracy.

Best Practices

• Ensure your HubSpot account includes an active private app with the necessary scopes (crm.objects.contacts.write, crm.lists.read, crm.lists.write) for successful integration.
• Use the default field mappings for core data but verify that each field accurately corresponds to its HubSpot property.
• Explicitly map any additional or custom fields to guarantee complete data transfer.
• Regularly monitor integration logs in both LeadConduit and HubSpot to detect and resolve any discrepancies.
• Document all custom field mappings to simplify troubleshooting and future updates.

Troubleshooting

Frequently Asked Questions (FAQ)

What does the HubSpot integration do?

It automatically transfers lead data from LeadConduit to your HubSpot account by creating new contacts or updating existing ones via the HubSpot API, ensuring seamless integration with your inbound marketing and sales workflows.

What credentials are required?

You need a valid HubSpot account or a private app access token configured with the following necessary scopes:

• crm.objects.contacts.write (required for Create a new contact and Create or update a contact)
• crm.lists.read (required for Get all contact lists)
• crm.lists.write (required for Create a new contact and Create or update a contact)
• forms (required for Send the contact information to a form)

Can I map additional fields beyond the standard ones?

Yes, you can use the HubSpot Custom option in the Field Mappings to map any extra LeadConduit fields to corresponding properties in HubSpot.

Why is my list not displayed when adding the integration to my Flow?

HubSpot’s API currently supports only static lists, for this reason you wont be able to select any dynamic lists you might have in your HubSpot account; you may skip this step if you don’t want to assign you contacts to a list.

How do I troubleshoot integration issues?

Review the LeadConduit event logs for detailed error messages, verify that your authentication credentials are current, and ensure that all field mappings match the expected HubSpot property names. Consult HubSpot’s API documentation if needed.

Glossary

• hubspot-configuration.png100 KB