HubSpot Integration: Information & Setup

Integrating Hushly with HubSpot allows you to publish the Leads generated by Hushly to your HubSpot Account. HubSpot is an inbound marketing and sales platform that helps companies attract visitors, convert leads, and close customers.

Overview

• Establish a connection between Hushly and HubSpot.
• Map Hushly Lead Fields to HubSpot Contact Fields.
• Settings, Edit, Disable, and Disconnect HubSpot Integrations

Establish a connection between Hushly and HubSpot

• Log in to your Hushly Account.    
  
  
• From the Left Nav Menu, click  Setup > Integrations.    
• On the Integrations page, click + New Integration.   
  
• From the Integration pop-up window, select HubSpot and click Activate.
  
• Connecting Hushly to HubSpot message is displayed, click Sign In to your HubSpot account.   
• The HubSpot Login page is displayed. Enter your HubSpot credentials to log in to HubSpot.
      
• The HubSpot Accounts page is displayed to choose an Account. On selecting the account, the Choose Account button is activated. Click Choose Account.   
• A confirmation message will appear, indicating that Hushly is connected to HubSpot. Hushly automatically maps Standard Fields to your HubSpot Fields.  

Lead Field Value Mapping: 

To map a lead field value, follow the steps below:

• Click on the Map Values icon to map the custom Values.       
• The Value Mapping pop-up window displays the following:
  •  The values on the left side are Hushly values.
    
    
  • The values on the right side are set as third-party lead field values; these values can be modified according to the third-party field values.
       
• Click Save to confirm the mapped changes 

           Note: when the lead is published, the mapped lead field value will be published to the third-party field.            

Map Hushly Custom Fields to HubSpot Lead Fields

• Hushly automatically maps Standard Fields. Click the Configure Field Mappings button to configure Hushly Custom Fields to HubSpot Lead Fields.   
• In the Field Mapping window, you can map Hushly Custom Fields to your HubSpot Custom Fields. Click Save.   
• Publish Rule
  • Overwrite: Always sets the value irrespective of whether there is a value available for that field or not.
    
    
  • Do not Overwrite: Set the value only when the HubSpot field value is blank.
    
    
    

Settings, Edit, Disable, and Disconnect HubSpot Integrations

• Click Settings. 
  • The HubSpot Settings pop-up opens, displaying the Content View, Form Submit, and Content Download toggles disabled by default. 
  • Toggle the Content View, Form Submit, and Content Download switches to Yes, and click Save. Hushly supports publishing the following activities to HubSpot: 
• Content View - Triggered when a visitor views content within Hushly modules like Experiences, Hubs (Smart NLP Pages), or ABM Pages.

  
  Form Submit - Triggered when a visitor submits a Hushly form to access gated content on Experiences, SNLPs, or ABM Pages.

  
  Content Download - Triggered when a visitor clicks the download link from the email received after form submission.

• Click Edit.
  • The HubSpot pop-up window is displayed. The “Reconnect” option appears when the HubSpot integration has expired or been disconnected. To resume syncing leads, click Reconnect and reauthorize Hushly with your HubSpot account. 
• Click Disable.
  • The Integration page is displayed, showing that the status has changed from Enabled to Disabled, and the Disable button has switched to an Enable button. 
• Click Disconnect. Hushly asks you to confirm the action.
  • Click OK to Disconnect.
    
    
  • A confirmation message is displayed, and HubSpot no longer appears on the Integrations page.