While in the Landing Pages list, click on the name of the desired page and select Integrations -> Form Integrations:
If you have already connected your HubSpot account to Instapage, you will see it here and you can select it. Otherwise, you will see this screen and you can go to the main Integrations Dashboard to connect.
If you go to the main Integrations dashboard to connect, look for HubSpot in the page integrations list. Connecting HubSpot requires confirmation from within their app.
After clicking on Continue to HubSpot, sign in and choose the account you want to connect to.
Agree to the terms and select Connect app.
This step is done once per workspace. When you have connected the account, come back to the slideout menu for the page you want to integrate with HubSpot and continue with the steps below.
Our direct integration is using the List API of HubSpot and in order to correctly connect your HubSpot account, you need to be the HubSpot account owner or a user with "App Marketplace access" setting turned ON.
NOTE: Only one account can be connected at a time, even if you have the option of adding more accounts to the list.
On the next step, you can choose the list you want to send the leads to.
We support up to 1500 static lists for Marketing Hub Professional, Enterprise, and Legacy Marketing Hub Basic accounts and 25 static lists for Marketing Hub Starter accounts.
Now, you have to map your Instapage fields to the HubSpot fields. After you map all the fields from Instapage, click Continue;
Field mapping is the most important step in the setup process. To ensure your leads are successfully accepted by HubSpot, you must adhere to the following mapping logic:
- Map All Required Fields: Every field marked with an asterisk (*) must be mapped. If a required field is missing, the integration will fail. The 'email' field is strictly required for every submission.
- Internal Value Matching: If a HubSpot field has predefined "internal values" (dropdowns, checkboxes, or radio buttons), your Instapage field must use the exact same options/values, including exact upper and lowercase, spacing, and characters.
- Type Consistency: We strongly recommend that fields on both sides (Instapage and HubSpot) share the same data type (e.g., Text to Text, Number to Number). There are exceptions, so make sure you respect the field values and type limits, then test the integration to see if it works.
- The [None] Option: Selecting [None] for an Instapage field means that the specific data will not be sent to HubSpot.
- Auto-Generate Functionality: Using Auto-Generate will automatically create a new text field within your HubSpot list properties to house that specific data.
- Custom Fields Limitation: We support a limit of 100 custom fields. If you have more than 100 custom fields, your integration/field might not work. You can either delete the extra fields or use predefined ones in this case.
Pro-Tip: HubSpot "Single Checkbox" Mapping
HubSpot’s Single Checkbox properties only accept internal values of "true" or "false", so set up your field as follows:
- The Instapage field must be a checkbox, too.
- The field must be set as Required.
- Use "true" or "false" as the options in your checkbox. Any other value will cause HubSpot to reject the lead.
If you went through all the steps, click on FINISH, and you should see a confirmation message.
Then click on CLOSE.
In order for the changes to save on the page, you still need to update the experience. So after clicking on CLOSE, head back to the first page slide-out to UPDATE the page experience.
Note: While we try to keep all of our instructional articles that involve third-party services up to date, sometimes they make changes to their platform of which we are not aware, and, as a consequence, the user interface may differ from the provided screenshots.
Static vs Active lists
Please note that only static HubSpot lists are available for our integration. Active lists are not available in our integration due to the fact that they are dynamic and directly/manually adding contacts to them isn’t possible in general. Similarly, you cannot directly add contacts to active lists via Zapier or Webhooks. Contacts join and leave dynamic/active lists only based on criteria/filters defined for that list:
You can send leads via our integration to an Active list by following these steps:
We have crafted a way to have them added to your active lists by ensuring that your setup meets certain criteria.
1. Set up your form integration with HubSpot as usual by connecting your HubSpot account to the form.
2. Select a static list and map your fields > click finish > and update the page.
3. Create an active list in HubSpot as per these instructions: https://knowledge.hubspot.com/lists/create-active-or-static-lists#active-listsCRM
4. Set your active list filters based on one of your existing form field values, etc. - below is an example of using a dropdown option as filter.
Note that leads will be sent to the static list selected via our integration, but if they fulfil the above criteria, they will be automatically added to the active list as well.
Sending leads directly to a HubSpot form
A Hubspot form allows you to set up automations of what should happen with the lead/new form submission directly within the form settings in HubSpot.
You can send leads to a HubSpot form by:
- embedding a HubSpot form on your landing page via an HTML element: https://d.pr/QDBfvL
- using our native forms and making use of Zapier to bridge the connection between Instapage and HubSpot.
Follow the instructions to set up the Zap Trigger (https://d.pr/YGdAfr) > create action > select HubSpot app > select event "Create Form Submission in HubSpot" (https://d.pr/i/IEnZIr) > map the form fields from Instapage to the ones from your HubSpot form (https://d.pr/i/zo5jm1) > Publish
Uninstall Instapage from HubSpot
To disconnect HubSpot from within the Instapage app, follow the steps below:
Alternatively, to disconnect the app from inside your HubSpot account, head over to your HubSpot account. Click the settings settings icon in the top navigation bar. In the left-side menu, go to Integrations > Connected Apps. Click Actions on the app you want to disconnect, select Uninstall, then type “uninstall” in the text field when prompted, and click Uninstall.
Note: Disconnecting the HubSpot integration will break the integration and no data will be sent to your CRM.
Other important notes:
- The integration only works on the live URL. It can not be tested on the preview mode. When testing on the live URL, make sure that your browser is not displaying an older cached version.
- Make sure to test the integration with different addresses because if you submit the form multiple times with the same email address the integration will flag the email as spam.
- Always test your integration with real email addresses as some systems recognize fake emails.
- All fields need to have a label/name in order for the integration to work. Please do not leave the label empty or with just space characters. You can pick the 'hide label' option for some field types.