Integrate with HubSpot

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The impact.com Partnership Cloud can receive event data (e.g., lead form submissions) from HubSpot and track it as an action within the impact.com platform. You'll be able to identify specific event conditions that represent a conversion event, then configure a flexible mapping of data points to be sent from HubSpot to impact.com.

The most common use case is using HubSpot to monitor changes in status for contacts and deals (such as a lead turning into a sale), then reporting that data to impact.com as a conversion. From there, you can use the contracting and payment features of impact.com to credit partners for those actions.

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Note:

This integration supports the following standard HubSpot objects:

  • Deals
  • Contacts
  • Companies

Prerequisites

This section covers the prerequisites to meet before installing the impact.com app to your HubSpot account.

Tracking Leads via impact.com or HubSpot

Track leads via impact.com

Events can be tracked using the impact.com UTT (Universal Tracking Tag), which is a small piece of JavaScript code that can be loaded using a Tag Manager solution, or placed manually on your website. Using the UTT offers richer user-level reporting in impact.com, supports Direct Tracking features, and more.

If you're planning to track lead events using the UTT, the Customer ID value sent via the TrackConversion function must also be available to the HubSpot objects that are being monitored and reported on. In other words, HubSpot needs to receive a Customer ID value in order for the integration to accurately correlate events.

Track leads via HubSpot

Lead submission can also be tracked through HubSpot. Impact appends an irclickId parameter + dynamic value (per click) on your landing page URLs. Example link: yourdomain.com?irclickid=clickid123. The clickId value (clickid123) must be captured and stored. When the user submits the lead form, the clickId value must be sent in a hidden field to HubSpot. There must be a consistent ID available in HubSpot objects that are being monitored and reported on to send in the CustomerId parameter.

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Note

If you're already tracking events with HubSpot or plan to do so, you can skip to installing impact.com in HubSpot.

impact.com Setup 1: Gateway Tracking Settings

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These prerequisites are completed in your impact.com account.

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Campaign Tracking Template (irclickid)

Confirm that the campaign tracking template is configured exactly the same as the steps below, otherwise tracking will not work.

  1. From the left navigation bar, select → Settings.
  2. In the right column, select Gateway.
  3. Find the Campaign Tracking Template line item. Confirm it's configured exactly identical to the screenshot below (irclickid = {clickid}):
  4. Select Save.

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Deep Linking

Confirm that your website and store domain(s) are configured under deep linking, which enables partners to link traffic directly to specific pages and products.

  1. From the left navigation bar, select → Settings.
  2. In the right column, select Gateway.
  3. Find the Deep Linking line item and configure the following domains under Permitted Domains, replacing example.com with your exact domains — do not use spaces between commas:
    example.com,*.example.com

impact.com Setup 2: Event Types

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As part of the HubSpot integration, your impact.com account should be configured with five (5) Event Types:

  • Submitted Lead
  • Unqualified Lead
  • Qualified Deal
  • Lost Deal
  • Signed Contract

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Event Codes

  1. From the left navigation bar, select → Settings
  2. In the right side column, go down to the Tracking section and select Event Types.
  3. On the Event Types screen, hover your cursor over the right-most column and select
    → View/Edit.
  4. On the Edit Event Type screen, find the Codes field.
  5. Enter an Event Type Code that is exactly equal to the name of the contact status or deal stage in HubSpot, with the object type followed by underscore as a prefix (e.g., If the deal stage in HubSpot is named "Demo requested", set the Code to be deal_demo_requested). HubSpot normalizes names to be lower case and replaces spaces with underscores.
  6. Select Save.

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Tracking Method & Returns Processing

Confirm that the validated event type reports conversions and modifications/reversals (i.e., order & item returns) via API.

  1. From the left navigation bar, select → Settings
  2. In the right side column, go down to the Tracking section and select Event Types.
  3. On the Event Types screen, hover your cursor over the right-most column and select
    → View/Edit.
  4. On the View/Edit Event Type screen, confirm that:
    • Tracking Method is configured as Non-Pixel Tracking (advanced) — Use system web service (API).
    • Returns Processing is configured as Process returns using the Pending Payouts screen.
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Set Lead Submitted as "Parent" Event

  1. From the left navigation bar, select [Vertical Ellipsis] → Settings
  2. In the right side column, go down to the Tracking section and select Event Types.
  3. On the Event Types screen, find the Lead Submitted event type, hover your cursor over the right-most column and select
    [Horizontal Ellipsis] → View/Edit.
  4. On the Edit Event Type screen, select Show advanced settings.
  5. Find Parent Action and select
    [Button Toggle] to enable it.

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Set Other Event Types as "Child" Events

Once the Lead Submitted event type is marked as the parent, the remaining events can be assigned as child events to that. Each event corresponds to the order in your funnel, and should be ranked accordingly.

  1. From the left navigation bar, select [Vertical Ellipsis] → Settings
  2. In the right side column, go down to the Tracking section and select Event Types.
  3. On the Event Types screen, find the event type to mark as a child, hover your cursor over the right-most column and select
    [Horizontal Ellipsis] → View/Edit.
  4. On the Edit Event Type screen, select Show advanced settings.
  5. Find Required Parent Action. Select Lead Submitted as the required parent.
  6. Select Save.

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Funnel Reporting

Configure the correct funnel for the event types.

  1. From the left navigation bar, select [Vertical Ellipsis] → Settings

  2. In the right side column, go down to the Tracking section and select Event Types.

  3. On the Event Types screen, find the event type to assign a funnel position, hover your cursor over the right-most column and select
    [Horizontal Ellipsis] → View/Edit.

  4. On the Edit Event Type screen, select Show advanced settings.

  5. Find Funnel Reporting, and select
    [Button Toggle] to enable it.

  6. In the Funnel Report Column Order, use the Dropdown Menu to select the correct order for a given event type. A typical funnel might be:

    • [1] Lead Submitted
    • [2] Unqualified Lead
    • [3] Qualified Deal
    • [4] Lost Deal
    • [5] Signed Contract

    The specific funnel order is unique to you and should be based on how your existing events/conversion funnel works in HubSpot.

  7. Select Save.

Install & connect impact.com in HubSpot

Once your impact.com is configured, you can install & connect the impact.com HubSpot extension to your HubSpot account. Then, configure field mappings so that data appears in both platforms as expected.

Install the impact.com app

  1. Navigate to the Partnership Cloud HubSpot Connector website (https://hubspot-integration.impact.com/login).
  2. Select Click here to login through HubSpot, then log in with your HubSpot credentials.
  3. Select the HubSpot account you want to connect, then select Choose Account.
  4. Review the access that impact.com is requesting, then select Connect app.

Once completed, you'll be redirected back to the app configuration page to enable and configure it.

Connect your impact.com account

  1. Navigate to the Partnership Cloud HubSpot Connector website — in the impact.com HubSpot plugin menu, select Settings.
  2. Add your Account SID, Auth Token, and Program ID:
    • Account SID* — in the impact.com platform, navigate to
      → Settings → API       to find your Account SID. Copy the full case-sensitive value.
    • Auth Token* — in the impact.com platform, navigate to
      → Settings → API       to find your Auth Token. Copy the full case-sensitive value.
    • Program ID* — in the impact.com platform, select your brand name in the top left corner of impact.com. Your Program ID is shown in gray type under your Program name in the Program column. Enter your Program ID value (a.k.a Campaign ID value).
  3. Select Submit to connect your impact.com account.

Configure the impact.com HubSpot app

Enable event triggers

Use the Event Triggers screen to enable and disable the types of events you want to track in impact.com.

  • Set an event trigger to Active
    if you want impact.com to track a conversion (and thus, create an action) when a record of the specified event is created.
  • Select Add trigger for an event if you want impact.com to track a conversion (and thus, create an action) when when a record of the specified event is modified.
  • Adding multiple triggers act as an OR statement. For example, if Deal Type (dealtype) and Deal Name (dealname) are added, a conversion event will be created whenever either field is modified.

Configure field mappings

The Field Mappings section is where you can specify which HubSpot fields are associated with impact.com fields to ensure accurate conversion (and action) reporting in impact.com.

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  • Select Add mapping under an event to map a HubSpot field to an impact.com field.
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Refer to the tables below for the associated mappings. For each section, select Add mapping to add them.

Deals

HubSpot Field (Parameter)impact.com Field
Deal Stage (deal_[deal stage])EventTypeCode
Deal ID (hs_object_id)CustomerId
Deal Stage ID (deal_[stage]_id)OrderId
Last Modified Date (hs_lastmodifieddate)EventDate
Close Date (closedate)Text3
Deal Stage Probability (hs_deal_stage_probability)Text2
Amount (amount)OrderSubTotal

Contacts

HubSpot Field (Parameter)impact.com Field
Lifecycle Stage (lifecyclestage)EventTypeCode
Contact ID (hs_object_id)CustomerId
Contact Lead Status ID (contact_[lead_status]_id)OrderId
Last Modified Date (lastmodifieddate)EventDate
Company Name (company)Text3
City (city)CustomerCity
Country/Region (country)CustomerCountry
Postal Code (zip)CustomerPostCode
Impact Click ID (custom_impact_click_id)ClickId

Line items

HubSpot Fieldimpact.com Field
Line Item hs_sku (line_item{i}.hs_sku)ItemSku{i}
Line item name (line_item{i}.name)ItemName{i}
Line item price (line_item{i}.price)ItemPrice{i}

Uninstall impact.com from HubSpot

Uninstall in HubSpot

Uninstalling impact.com in HubSpot will essentially pause the integration — if objects are updated or changed in HubSpot, it won't be reported to impact.com. Your settings will remain the same in case you wish to reinstall the integration in the future.

  1. Log in to your HubSpot account — in the top navigation bar, select Settings
    .
  2. In the left navigation menu, select Integrations → Connected Apps.
  3. Find the Scale partnerships: impact.com app and select Actions → Uninstall.
  4. Read the prompt, type uninstall into the text field and select Uninstall.

Delete account in impact.com extension dashboard

Deleting your account in the impact.com / HubSpot extension dashboard will delete your entire configuration. If you wish to use the integration in the future, you will need to reconfigure everything from scratch.

  1. Navigate to the Partnership Cloud HubSpot Connector website (https://hubspot-integration.impact.com/login).
  2. In the left navigation menu, select Delete Account.
  3. Select Delete to delete your account configuration.

Updated 4 months ago