HubSpot
Giancarlo Massaro avatar
Written by Giancarlo Massaro
Updated over a week ago

This feature is only available on our Business Plan and higher.


1) Create a Private HubSpot app

Login to your HubSpot account and go to Settings > Integrations > Private Apps.

  1. Click Create a Private App

  2. Name the app ViralSweep

  3. Click the Scopes tab at the top

  4. Add the following Scopes:

    1. forms

    2. crm.lists | Read and Write

    3. crm.objects.contacts | Read and Write

    4. crm.schemas.contacts | Read and Write

  5. Click Create App

  6. Copy the token that is generated for the app.

2) Connect to HubSpot

When setting up your promotion in ViralSweep, go to:

  1. Integrations > Email & SMS.

  2. Click Add Service > HubSpot.
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  3. Paste in your API token that you copied in the previous step.

  4. Choose a HubSpot list, form, or both. If a form is chosen, input your account ID which can be found in the top right corner of your HubSpot account.

  5. Click Connect.

Please note: Our HubSpot integration can only pull in static lists. The HubSpot API does not allow contacts to be manually added to dynamic lists, so we will not return any of your dynamic lists.

3) You're connected

The promotion is now connected to HubSpot and all entries will be sent into your HubSpot account.

FAQ

What fields do you pass to HubSpot?
First Name
Last Name
Email Address
Address 1
Address 2
City
State
Zip
Country
Phone
Birthdate
Referral URL
Referring Source
Tracking Source
Promotion ID

Do you update subscribers?
Yes, if you run a promotion and we pass someone to HubSpot, then you run another promotion in the future and the same person enters, we will automatically update their information in HubSpot (if any new information is provided). Mainly, the referral URL will be updated with the newest URL for each promotion they enter.


Troubleshooting

If you have connected to HubSpot and data is not being added to your list, these are the most common reasons as to why:

Email already in HubSpot list
The email address entered into the promotion may already be in your HubSpot list, so it will not be added again.

Email already entered into ViralSweep
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The email address entered into the promotion has already been entered into the promotion previously, so therefore it is not passed to HubSpot. This can happen if you set up your HubSpot integration after you have already entered the promotion.


We're here to help

If you have any further questions, please start a Chat. Just "Click" on the chat icon in the lower right corner to talk with our support team.

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