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Using Outbound Forms - Connecting to HubSpot

Vorpahl
  • Updated

Relevant to: Demand Acceleration Platform

This article outlines the first steps needed to connect the Demand Acceleration Platform with HubSpot, in order to post out leads. 

Here you will learn what information is needed from HubSpot, where to retrieve the information and how to create a new integration with the Demand Acceleration Platform.

Outbound Forms are ideal for posting out to a HubSpot form using a URL Encoded format.
Consult HubSpot Post Out Methods to confirm that using an Outbound Form is the most suitable method of integration for your system.

 

 

What this integration feature can do

  • Pass data in real-time.
  • Create new leads in HubSpot.
  • Update and add data to an existing lead in HubSpot with the same email address.

Integration setup overview

  • In HubSpot - Create a Form.
  • In HubSpot - Gather HubSpot credentials and field information.
  • In the Demand Acceleration Platform - Enter HubSpot credentials and field details.
You need access to your HubSpot system (with Marketing Access) and your Integrate Demand Acceleration Platform.
When setting up the integration, it is recommended that you are logged in to both platforms and have them open side by side. 

 

 

Connecting the systems

The Demand Acceleration Platform needs credentials gathered from HubSpot in order to send leads into a form. The sections below outline the details needed and instructions to complete this setup in both platforms.

 

Create a form in HubSpot

It is recommended to create a single form in HubSpot, where lead data can be sent from the Demand Acceleration Platform. In HubSpot, you can then write a workflow to route the leads into a campaign/list. You can use if/then branches in the workflow to segment leads based on a specific field (eg. country, industry).

 

1. In HubSpot, go to Marketing > Forms and click Create form. This is where lead data will be posted from the Demand Acceleration Platform.

dap-postouts-connectinghubspot-03.png

 

2. Complete the form build as per your requirements. See create forms in HubSpot for more information.

dap-postouts-connectinghubspot-04.png

 

Gather required information from HubSpot

Once your HubSpot form is established, you need to retrieve the following data points from HubSpot.

Data to collect from HubSpot
 Where to find the data

Portal ID

In HubSpot: Marketing > Forms > Actions > Share.

See section for detailed instructions.

Form ID/GUID

HubSpot Post URL

Using the Portal ID and Form ID, format the Post URL.

See section for detailed instructions.

Properties

  • Form Property names - Special characters should not be included.
  • Field type - eg. string, currency, date, integer, phone, Boolean.
  • Picklist field values (if applicable) - Common for fields like state, country, industry, etc.
  • Field length restrictions - Min/max number of characters.
  • Field requirement - Whether field is required or optional, plus any other validation requirements.
  • Any fields that need to have mapping files created to make translations (i.e. US to United States)

In HubSpot: go to Settings > Properties.

See section for detailed instructions.

  • You can add other fields later if needed.

Use the Connecting to HubSpot Template at the end of this article to help capture your details.

 

Portal ID & Form ID

1. In HubSpot, go to Marketing > Forms. Locate the form where lead data will be sent. Click Actions > Share. dap-postouts-connectinghubspot-05.png

 

2. In the modal, click on Embed code. In the code box, scroll down to see the Portal ID and Form ID; copy these values.

dap-postouts-connectinghubspot-06.png

 

HubSpot Post URL

Add the Portal ID and Form ID to the following URL:

https://forms.hubspot.com/uploads/form/v2/yourPortalID/yourFormID

For more information, see the HubSpot documentation Submit data to a form.

 

Properties

1. In HubSpot, go to Settings > Properties. Click on each of the properties that will be mapped within the Demand Acceleration Platform.

dap-postouts-connectinghubspot-07.png

 

2. From the Edit property modal, make a note of the following for each property:

  • Internal name - Special characters should not be included (select the toggle to view the Internal name).
  • Field type - Eg. string, currency, date, integer, phone, Boolean
  • Picklist internal values (if applicable) - Common for fields like state, country, industry, etc.
  • Field length restrictions - Min/max number of characters
  • Field requirement - Whether field is required or optional, plus any other validation requirements.

dap-postouts-connectinghubspot-08.png

 

3. For properties that are a Dropdown select field type, make a note of all the Internal Values (not the Label).

dap-postouts-connectinghubspot-09.png

 

 

Connect HubSpot to the Demand Acceleration Platform

Having collected all the required information from HubSpot, you can now establish your integration in the Demand Acceleration Platform.

1. In the Demand Acceleration Platform, click the Settings icon.

dap_settings-settings-01.png

 

2. Click on the Integration Hub and scroll to the Integration Library. Click the + button on the Outbound Form tile.

dap-postouts-connecteloqua-01.png


3. The integration configuration modal will appear.

dap-postouts-connecteloqua-02.png

 

In the Outbound Form - Configuration modal, complete the following:

Field Description
Name

Enter a name for your HubSpot integration.

  • This will help you identify the integration in the Demand Acceleration Platform and can be anything you like.
  • If you will be connecting multiple instances, use a naming convention to help you distinguish them.

URL

Paste in the HubSpot URL value that was collected from HubSpot.
Headers

Leave blank.
URL Encode Request

Check this box.
Schema

Add your HubSpot Form Fields that you gathered in the previous section. You can bulk copy and paste these from Excel, with each field on a new line, into this section.

 

4. Once completed, click the Integrate button to save and create your new integration.

dap-postouts-connectinghubspot-01.png


You will now see your HubSpot (Outbound Form) Integration as a tile in the System Integrations section at the top of your Integration Hub page.

dap-postouts-connectinghubspot-02.png

 

If any changes need to be made (such as if additional fields are added), you can open this modal to adjust the integration settings. Click the Settings icon.

 

The Demand Acceleration Platform and HubSpot are now connected.
The next step is to add an integration to a Source.

Using Outbound Forms - Setting Up an Integration to HubSpot

 

 

Recommended Reading

 

For more help, get in touch with our Support Team or your Customer Success Manager.

 

 

Connecting to HubSpot Template

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