impact.com 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.

If you're running an Advocate referral program, you can also use HubSpot to sync data about your customer advocates between HubSpot and impact.com. After setup, HubSpot can send referral tracking, deal stage, and contact information directly to impact.com. Important Advocate program properties like referral codes, share links, and more will be visible on contact records. You can also set up a HubSpot lead capture form that sends referral data to your Advocate program.

Step 1: Connect & configure the HubSpot integration

Advocate adds special settings to your impact.com HubSpot integration. If you haven't set up the integration yet, follow our Integrate with HubSpot guide to do the following. Then, return to this guide for Advocate-specific setup steps.

Step 2: Configure HubSpot for Advocate

If you already have impact.com and HubSpot connected, you can reopen the connector to configure Advocate for HubSpot.

Manage your data sharing rules

This step takes place within the HubSpot to impact.com connector.

1. Choose which data is shared between impact.com and HubSpot when a new contact or participant is created.

Action	When
Create contacts in HubSpot	An Advocate participant is created. An existing, unmapped participant is updated.
Create Advocate participants in impact.com	A HubSpot contact is created. An existing, unmapped contact is updated.

• Refer to HubSpot's documentation to learn how to customize the properties shown on records.


1. There are other, non-adjustable rules for deleting and updating participant and contact records. You can return to this screen to review them, or refer to HubSpot & Advocate Data Mapping Explained for more details.
2. Update the contact record layout in HubSpot to show participants' Advocate data.
   
   
3. Review your selections and choose whether to sync all Advocate participant data to HubSpot after setup.
   
   

   Note: The initial data sync does not transfer your HubSpot contact records to impact.com. If you’d like to import them after setting up the integration, then make sure you sync your HubSpot data.

4. Select Finish.

Update your Advocate program rules

If you already have your event sharing and program set up, you can skip this step.

To reward your participants for successful referrals, you’ll need to update your Advocate program rules to trigger based on the new HubSpot event type.

For instructions on creating or editing your program rules, refer to Configure Your Advocate Program.

Step 3: Set up your rewards and participant touchpoints

When you set up your program in the onboarding checklist, you selected a reward for your customer advocate and the friends they refer. Now you'll need to finish the reward setup.

Reward the customer advocate

Your customer advocate can be rewarded with cash, a coupon code for a discount or credit, or a gift card.

• Cash payouts: Confirm that your impact.com account is adequately funded.
• Discounts and credits: Add coupon codes for your participants to redeem. You'll also need to set up the codes for redemption in your system.
• Gift cards: Fund your Tango Card account .

Reward the referred friend

Referred friends always receive a coupon code. If you didn't add coupon codes for your customer advocates, you'll need to do so now. Make sure that the codes are set up for redemption in your system.

Set up your widget

Use instant access widgets to give your customer advocates and their referred friends an easy way to interact with your Advocate program. You’ll need to:

For instructions, refer to Set Up an Instant Access Widget.

[Optional] Step 4: Register Referred Leads

<script>
  document.addEventListener("DOMContentLoaded", function() {

    // Delay function to ensure HubSpot form fields are fully rendered
    setTimeout(function () {

      window.impactOnReady = function () {

        // Retrieve the DOM element you want to auto-fill the referral code into
        const elements = document.getElementsByName("impact_referredby_code");

        if (elements.length > 0) {
          const element = elements[0];

          // Retrieve referral information from the cookie and set on element
          impact.api().referralCookie()
            .then(function (response) {
              const referralCode = response.codes['PROGRAMID'];
              if (referralCode) {
                element.value = referralCode;
              }
            })
            .catch(function (error) {
              console.error("Error retrieving referral cookie:", error);
            });
        } else {
          console.error("No element found with name 'impact_referredby_code'");
        }
      }

      // Call the impactOnReady function
      if (typeof impact !== 'undefined') {
        window.impactOnReady();
      } else {
        console.error("Impact object not found.");
      }
    }, 1000) // 1-second delay to ensure HubSpot form fields are rendered
 });
</script>

Testing the integration

We recommend testing the integration to ensure it’s working as intended. Testing steps will vary based on your integration setup.

Learn more