Integrate with HubSpot for Advocate
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<p class="warning-content"><b>Looking to integrate with Performance?</b> This guide explains how to integrate with HubSpot for your Advocate program. Refer to <a href="https://integrations.impact.com/impact-brand/docs/integrate-with-hubspot" target="_blank">Integrate with HubSpot</a> for Performance-specific instructions. </p>
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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 set-up, 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.
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<p class="note-content"><b>Note:</b> This integration supports the following standard HubSpot objects: Deals, Companies, and Contacts. </p>
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# 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:
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<li><a href="https://integrations.impact.com/impact-brand/docs/integrate-with-hubspot#install--connect-impactcom-in-hubspot" target="_blank">Install and connect</a> the impact.com app in HubSpot.
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On the <i>Settings</i> page in the connector, make sure you toggle on <strong>Advocate Program opt-in</strong>.
</li></ul>
</li>
<li>Enable <a href="https://integrations.impact.com/impact-brand/docs/integrate-with-hubspot#enable-event-triggers" target="_blank">event triggers</a>.
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For Advocate, you must pass the <code>customerEmail</code> field on the conversion so it maps with your participants.
</li></ul>
</li>
<li>Configure <a href="https://integrations.impact.com/impact-brand/docs/integrate-with-hubspot#configure-field-mappings" target="_blank">field mappings</a>.</li>
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Then, return to this guide for Advocate-specific setup steps.
If you already have impact.com and HubSpot connected, you can <a href="https://hubspot-integration.impact.com/" target="_blank">reopen the connector</a> to configure Advocate for HubSpot.
# Step 2: Configure HubSpot for Advocate
<div class="callout-warning">
<p class="warning-content"><b>Important:</b> HubSpot can only integrate with one Advocate program at a time. We use this program as the source of information when creating these new contact properties in HubSpot: Referral Code, Share Link, Message Links, Referred-by Code, Advocate User and Account ID, and Referral Cookie. </p>
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## Manage your data sharing rules
This step takes place within the HubSpot-impact.com connector.
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<li>Choose which data is shared between impact.com and HubSpot when a new contact or participant is created.</li>
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<Image align="center" src="https://files.readme.io/c3f8f92-Screenshot_2024-06-10_at_15.49.31.png" />
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Action
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When
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Create contacts in HubSpot
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An Advocate participant is created.\
An existing, unmapped participant is updated.
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Create Advocate participants in impact.com
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A HubSpot contact is created.\
An existing, unmapped contact is updated.
</td>
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</tbody>
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<li>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 <a href="https://integrations.impact.com/impact-brand/docs/hubspot-for-advocate-integration-behaviors#sharing-rules" target="_blank">HubSpot & Advocate Data Mapping Explained</a> for more details.</li>
<li>Update the contact record layout in HubSpot to show participants' Advocate data.
<br></br>
<ul class="list-bullet"><li>Refer to HubSpot's documentation to learn how to <a href="https://knowledge.hubspot.com/object-settings/customize-properties-in-record-sections" target="blank">customize the properties shown on records</a>.</li></ul>
<li>Review your selections and choose whether to sync all Advocate participant data to HubSpot after setup.
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<p class="note-content"><b>Note:</b> 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 <a href="https://integrations.impact.com/impact-brand/docs/integrate-with-hubspot-for-advocate#step-3-sync-hubspot-data">sync your HubSpot data</a>.</p>
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</li>
<li>Select <strong>Finish</strong>.</li>
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## Update your Advocate program rules
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 <a href="https://help.impact.com/en/support/solutions/articles/155000000764-configure-your-advocate-program" target="_blank">Configure Your Advocate Program</a>.
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<li>In impact.com, create a program goal that triggers when a <strong>Referred user performs an action</strong>.</li>
<li>From the <i>Event Keys</i> dropdown list, select the corresponding event type created in impact.com to track your conversion.</li>
<li>Update the goal criteria.
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<ul class="list-colored-indent">
<li>Set the first condition to <strong>First time</strong> so that the customer advocate and referred friend are only rewarded the first time this person is referred.</li>
<li>Optionally, add more conditions based on the fields included in the event.</li></ul>
</li>
<li>Set up your goal actions as usual.</li>
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# Step 3: Sync HubSpot data
Optionally, you can bulk import data into HubSpot to ensure your Advocate program’s participants are synced with your HubSpot leads and contacts.
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<li>Export your contacts from HubSpot as a .CSV file.</li>
<li>Adjust the .CSV file to match the accepted bulk import format.
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<ul class="list-bullet">
<li>Make sure that the name of the email column in the import file is <i>email</i>. We use this field to map HubSpot contacts with Advocate participants.</li>
<li>Learn more about <a href="https://help.impact.com/en/support/solutions/articles/155000000869" target="_blank">bulk imports</a> and <a href="https://assets.ctfassets.net/s68ib1kj8k5n/7LOYwhDlsI22uuaIMaWImE/71cefe860edc71c0968c8065e1d6e953/sample-user-upload.csv">download a sample CSV file</a>.</li>
</ul>
</li>
<li>In your impact.com account, from the left navigation menu, select <strong>Participants</strong>.</li>
<li>At the top-right corner of the page, select <strong>Import users</strong>.</li>
<li>Upload the .CSV file. </li>
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To avoid errors, check that the .CSV file you’ve prepared follows the accepted import format. Reach out to our <a href="mailto:[email protected]">support team</a> if you have questions.
# Testing the integration
We recommend testing the integration to ensure it’s working as intended. Testing steps will vary based on your integration setup.
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Test
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Purpose
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If your sharing rules create contacts in HubSpot, then **create four new Advocate participants**.
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Confirm that Hubspot contacts are correctly created or updated, and that Advocate properties appear in the Hubspot contact record.
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If your sharing rules create new Advocate participants in impact.com, then **create four new HubSpot contacts**.
</td>
<td>
Confirm that Advocate participants map to HubSpot contacts.
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In your impact.com account, manually connect referrals between two of your test participants.
Don't use the same participants you use in the following Hubspot → impact.com test.
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Confirm that referral tracking information is correctly shared with HubSpot.
</td>
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<td>
In HubSpot, manually connect referrals between two of your test contacts.
Don't use the same contacts you use in the preceding impact.com → HubSpot test.
</td>
<td>
Confirm that referral tracking information is correctly shared with impact.com.
</td>
</tr>
<tr>
<td>
Create a deal with one of the new HubSpot contacts and change its status to `Closed Won`.
Use if you set up your program rules to perform an action when a deal’s status changes. If you used another status than `Closed Won`, test with that.
</td>
<td>
Confirm that program rules trigger correctly when a deal’s status changes.
</td>
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# Learn more
<div class="callout--transparent">
<ul class="list-bullet">
<li><a href="https://integrations.impact.com/impact-brand/docs/integrate-with-hubspot"
target="_blank">Integrate with HubSpot</a></li>
<li><a href="https://integrations.impact.com/impact-brand/docs/hubspot-for-advocate-integration-behaviors" target="_blank">HubSpot & Advocate Data Mapping Explained</a></li>
<li><a href="https://integrations.impact.com/impact-brand/docs/send-data-from-a-hubspot-form-to-advocate" target="_blank">Send Data from a HubSpot Form to Advocate</a></li>
</div>Updated 6 months ago