Integrate with HubSpot

Looking to integrate with Advocate? Refer to Integrate with HubSpot for Advocate for additional instructions.

The impact.com / HubSpot extension 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.

This integration supports the following standard HubSpot objects:

Deals
Companies
Contacts

Prerequisites

Note: You must activate consent for every single HubSpot entity for which you want to report conversions. You must also map all required impact.com fields for the conversion to be successful.

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 im_ref parameter + dynamic value (per click) on your landing page URLs. Example link: yourdomain.com?im_ref=ref123. The im_ref value (ref123) must be captured and stored. When the user submits the lead form, the im_ref 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.

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

Event Trigger Availability

Before planning your integration, review the limited set of predefined event triggers available within the impact.com plugin in HubSpot. Any custom-defined triggers in your HubSpot account will not be reflected as options in the event trigger drop-down menu.

Check before integrating

impact.com will complete several integration steps on your behalf. Check with your implementation engineer to ensure that the following configuration steps have been completed: Event Type, Gateway Tracking, General Tracking.

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

Navigate to the Connector website.

Select Click here to login through HubSpot, then log in with your HubSpot credentials.

Select the HubSpot account you want to connect, then select Choose Account.

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

Navigate to the Connector website — in the impact.com / HubSpot plugin menu, select Settings.

Add your Account SID, Auth Token, and Program ID:

Value

Where to find it

Account SID *

In the impact.com platform, navigate to your API Credentials.

Auth Token *

In the impact.com platform, navigate to your API Credentials.

Program ID *

In the impact.com platform, select your account name in the upper-left corner and copy the gray numeric string below your program name in the right column.

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 a record of the specified event is modified.

Adding multiple triggers acts 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.

Below are examples of field mappings for companies.

Select Add mapping under an event to map a HubSpot field to an impact.com field.

Refer to the tables below for examples of associated mappings. For each section, select Add mapping to add them.

Note: These are example mappings that show different configurations. Choose mappings that apply to your integration, since you probably won't need them all.

Contacts

Only use contact_[lead_status]_id as a Contact's unique identifier when lead status is updated consistently at every stage of your HubSpot conversion funnel.

For OrderId, you have two recommendations depending on how consistently lead status is updated:

Lead status updated at every stage: Map contact_[lead_status]_id to OrderId.
Lead status not updated at every stage: Do not use contact_[lead_status]_id at all. Instead, map hs_object_id to OrderId (without removing the mapping of hs_object_id to CustomerId).

HubSpot Field (Parameter)

impact.com Field

Lifecycle Stage (lifecyclestage)

EventTypeCode

Contact ID (hs_object_id)

CustomerId

Contact Lead Status ID (contact_[lead_status]_id) — only use when recommended

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

Deals

If you intend to configure mappings for multiple HubSpot object types (e.g., Contacts and Deals), the CustomerId must remain consistent across all event types. To achieve this, ensure Deal events reference the associated Contact’s hs_object_id rather than the Deal’s own hs_object_id.

Before configuring Deals mappings:

Create a custom Deal property to use as an ID.
Use a HubSpot workflow to populate this field automatically when a Deal is created with the associated Contact’s hs_object_id.
Map this custom property with CustomerId to ensure consistent event linking across object types.

HubSpot Field (Parameter)

impact.com Field

Deal Stage (deal_[deal stage])

EventTypeCode

Custom Deal ID property (populated with the associated Contact's 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

Line items

You can add the following field mappings to your deals mapping to include specific line item attributes:

HubSpot Field

impact.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}

For more information, see a detailed example in HubSpot Line Items.

Note: If you have set up any custom fields that are not available in the mapping dropdown, try refreshing the custom fields by selecting the [Circle] next to the section title.

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.

In the left navigation menu, select Integrations → Connected Apps.
Find the Scale partnerships: impact.com app and select Actions → Uninstall.

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.

Navigate to the Connector website.
In the left navigation menu, select Delete Account.
Select Delete to delete your account configuration.

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Last updated 10 days ago