Relevant to: Demand Acceleration Platform
| This article relates to the use of Outbound Forms to set up an integration with HubSpot.
If you are unsure which integration method to use, see HubSpot Post Out Methods.
After setting up your Campaign/Source integration to HubSpot, it is important to test the setup before launching and allowing lead flow into your Source(s).
Within the Demand Acceleration Platform, you can send a test lead to HubSpot and view the request and response data received. This step allows you to ensure everything is working properly and live leads will flow into HubSpot as expected.
Once your Source(s) are live, it is recommended that you continue to monitor leads as they are posted in to HubSpot. The post out data of all leads sent from the Demand Acceleration Platform is recorded and accessible.
This article will guide you through the testing process and best practices when it comes to managing lead flow.
| You need to have set up the integration on your Campaign/Source - before testing the integration.
|Using Outbound Forms - Setting up an Integration to HubSpot|
In this article
Testing the HubSpot integration
Once an integration has been added to your Campaign/Source and the setup has been confirmed as completed in both systems, you can send a sample lead to your HubSpot instance to ensure everything is working properly and leads will be routed as expected.
|You will need access to HubSpot or a collaboration with your HubSpot admin.
Once the test lead has been sent, someone with access to HubSpot will need to confirm it was received, complete and routed as expected.
- Set up and test Campaign integrations before creating any associated Sources. Doing so will mean that only minimal changes need to be made to individual Sources and their routing.
- It's crucial to test your integration prior to launching every Source. This allows you to proactively resolve any issues and ensure leads from the Demand Acceleration Platform are correctly routed and posted into HubSpot. When testing, it's recommended to use sample data that closely resembles the way real lead data will look and route through all platforms.
When to test your HubSpot integration
You can send a test lead to HubSpot at any time. It is advisable to test the integration of every Source once the setup is complete and before launch.
What you need to send a test lead
- A complete Campaign/Source – Preferably in Draft stage with the setup of all the tabs completed - including any field mapping and customization on the Integrations tab.
- Sample lead data – This can be entirely made up, but it is recommended to replicate how a real lead will look and flow through all platforms.
- The test data will only be processed through your outbound integration so don't worry about meeting the inbound validation rules (set up in the Fields tab in order to reject invalid leads incoming to the Source).
- You will need to be mindful of any inbound validation rules set up in HubSpot.
- Access to HubSpot or a collaboration with your HubSpot admin – Once the test lead has been sent, you’ll need to find the lead within HubSpot and confirm it was received, complete and routed as expected. If you do not have access to HubSpot, you'll need to collaborate with your HubSpot system admin to complete this step.
How to send a test lead
1. Navigate to the Integrations tab within your Source and open your HubSpot integration. Click the Test Integration button.
2. The Test Integration modal will appear and display two columns that represent your Source fields and test data.
3. Populate each field in the Test Value column with sample data (try to replicate a real lead as closely as possible - see Sample lead data above).
Read-only display of the Source fields, each one labeled with the Integrate Field Name eg. FName (not First Name as this is the Field Question).
Editable display of sample data that should be sent to HubSpot. This will be pre-populated with dummy data or previous test data used (if the integration has been tested before).
Edit your sample values under the Test Value column.
Or select your sample list value for any fields using a picklist.
4. After adjusting all sample data, click the Run Test button to send the data to your HubSpot instance.
| The testing modal will close if you click outside/elsewhere on the page.
Test lead data is only accessible inside the open modal.
Interpreting the test results and confirming success
Once the test data has been submitted, the modal will display your Sandbox Test Results containing information about the data that was sent (the request) and what information was received by HubSpot (the response).
This information is only visible within this modal as tests are not logged in a Post Out Log report.
| The green check mark at the top of the modal indicates that the lead has been successfully sent to HubSpot. It does not confirm successful receipt on behalf of HubSpot.
The test could be likened to throwing a ball; the Demand Acceleration Platform is showing you that the ball has been thrown, not if the ball was caught. You need to check the response code and confirm within your HubSpot instance.
To understand how to read the request and response code and to determine whether the integration has been successfully set up, see Using Outbound Forms - Interpreting HubSpot Post Outs & Common Errors.
It is crucial to confirm that each test lead has been successfully received, properly routed and is complete within HubSpot. If you don't have access to HubSpot, collaborate with your system admin to confirm that test lead(s) have been received in HubSpot.
Once the HubSpot integration has been successfully tested and the Source is collecting leads, you need to routinely monitor lead post outs.
- Using Outbound Forms - Setting Up an Integration to HubSpot
- Using Outbound Forms - Monitoring Your Lead Post Outs to HubSpot
- Using Outbound Forms - Interpreting HubSpot Post Out Responses & Common Errors