If you're in the editor, exit the builder to go to the Experience Manager interface:
Go to the Integrations tab of the Experience Manager and select 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.
Sign in and connect the account. This step is done once per sub-account. When you have connected the account, come back to the Experience Manager for the page you want to integrate with HubSpot and continue with the steps below.
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. Please note that only static HubSpot lists are available for our integration. Also, note that HubSpot does not allow list selection under their "Free" and "Starter" plans.
Now, you have to map your Instapage fields to the Hubspot fields. After you map all the fields from Instapage, click Continue;
Make sure all the HubSpot fields marked with an asterisk (*) are mapped in order for the integration to work.
If you map a field with the [None] option, the submitted data will not be sent to HubSpot.
The Auto Generate option will create a text field inside your integration.
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 with the options/values as "true" or "false" because anything else will not be accepted by HubSpot.
And that’s it. If you went through all the steps, you should see this confirmation message. Click on Finish, then save and update your page.
- 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.