Integrating with HubSpot

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While in the Landing Pages list, click on the name of the desired page and select Integrations -> Form Integrations:

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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.

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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.

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Sign in and connect the account. 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.

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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 team member/user with API permissions.

NOTE: Only one account can be connected at a time, even if you have the option of adding more accounts to the list. 

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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.

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Now, you have to map your Instapage fields to the Hubspot fields. After you map all the fields from Instapage, click Continue;

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Make sure all the HubSpot fields marked with an asterisk (*) are mapped in order for the integration to work.

Note: It is required to map the 'email' field.

If you map a field with the [None] option, the data submitted in that field will not be sent to HubSpot.

The Auto Generate option will create a text field inside your integration, in the properties of the list chosen in the previous step.

If you map an Instapage field with a field from HubSpot side that has predefined "internal values", then the field from Instapage side must have those exact same predefined options/values, and it is recommended for the fields from both sides to be of the same type.

Pay special attention to Hubspot "Single checkbox" property (field) type because their internal values are by default "true" or "false" and can not be changed, which means that the equivalent field inside Instapage must be a checkbox field, set as required, with the options/values as "true" or "false" because anything else will not be accepted by HubSpot. 

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.

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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:

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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.

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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.

 

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.