HubSpot is a powerful marketing and customer relationship management (CRM) platform designed to help businesses grow and manage their marketing and sales strategies effectively. The Hubspot Connector is perfect for those who are already using Hubspot and would like to sync activities between their website and Hubspot. Integrating your Duda website with HubSpot offers the advantages of significant time savings, enhanced data accuracy, and streamlined processes, resulting in more efficient lead generation, improved customer engagement, and data-driven decision-making for your business.
How the Connector Works
The HubSpot Connector syncs activities between your website and HubSpot by using connectors that consist of a trigger and actions. A trigger is something that happens within the selected application that initiates an automated workflow. A trigger can be a specific event, such as when a form is submitted on your website. Then, the action is what is achieved after the trigger occurs. For example, a customer visits your site and submits a Contact Us form, which triggers the information in the form to be sent to Hubspot based on your field-mapping preferences. Then, the action is a contact and deal being created.
Features
The Hubspot Connector integration empowers you to seamlessly use the following triggers:
Form submission
Membership: Member created
Native eCommerce: Order created
The previous triggers can be used to initiate the following actions:
Create new contact
Create a deal
Pricing
Plan | Transactions per month | Price per domain |
Free | 150 | Free |
Growth | 1500 | $5.00/month |
Scale | 20000 | $19.00/month |
Set Up Integration
Following is an example of how to set up a more complex integration using field mapping. Other integrations work in a similar manner. For this example, we show you how to send form submission data with custom fields to Hubspot where a contact and deal are created.
Before you start, install the Hubspot Connector from the App Store.
1. Select Pre-Set Scenarios
After installing the app, the scenario screen is displayed. Scenarios are templates for preset actions and a trigger to achieve a specific result.
Enable the toggles to select the desired scenarios, then click Continue. In this example, we are sending submitted form data to Hubspot.
2. Set up Connections
Use the dropdown menus to connect to your Hubspot account, click +Add a connection, then click Continue. The Website Builder field is connected by default.
Enter a title and optionally, add custom email parameters. Click Continue. On the next screen, Click Grant access to allow the connection to access your Hubspot account. You will be prompted to log into your Hubspot account, or if you are already authenticated you can select your account.
3. Set Up Scenario
Click the gear icon to do field mapping and configure your scenario.
In order for the connector to recognize your form fields, you need to submit a form. To do this, click the glowing gear icon.
Click Wait for webhook, then submit the form you want to map on your website.
The following image is the form we are using in this example:
After submitting the form, the Wait for webhook screen will close and display the new fields that were found. Click Close.
For this example, we are going to create a deal in Hubspot. To do this, you need to first create a contact to associate the deal with. That is why there are two actions in this scenario.
First, you need to click the gear icon to set up contact field mapping for the Contact action.
Check that the preset fields are correct mapped and add additional mapping if necessary.
Next, repeat the previous steps for the Deal action.
You will notice that we have connected the created contact with the deal.
When you save the scenario, the save toggle will automatically be enabled. If you need to change or update the mapping, pause the app execution while you make updates.
4. Filter Actions
You can set it up so that a scenario runs only if certain conditions are met. In this example, we are setting it up so that a contact and deal are only created if the site visitor filled out the "How can we help?" field on the form. To do this, you need to create a filter and add a condition.
To create a filter, click the filter icon and add a condition.
Click +Add a condition. Then, complete the fields. Click Save when complete.
Now you can restart your scenario.
Common Questions
What happens when I reach my transactions limit?
The platform will keep these transactions on hold until you upgrade the plan. Or, on the next monthly period renew, the transactions number will be reset and processed till the plan limit again.