Hubspot and Outgrow Integration
With Outgrow's powerful platform, you can create engaging and highly-converting content pieces that will help drive your business forward. And with our seamless integration with HubSpot, you can easily transfer the leads you've collected to your HubSpot account for further nurturing and follow-up. So why wait? Start using Outgrow today to supercharge your content marketing efforts and take your business to the next level!
Here's what you will need to get started:
Steps for Configuring Integration
- To start the configuration process, navigate to the Configure tab in your Outgrow builder dashboard. Click the Configure button on HubSpot Integration under the Integrations sub-tab.
- In the integration configuration window, click on Authenticate With HubSpot.
- You can either create a new HubSpot account or can log in to an existing HubSpot account.
Note - Please ensure that pop-ups are enabled in your web browser to see the HubSpot account login page.
- Enter your HubSpot Username and Password to connect your HubSpot and Outgrow account.
- Once your account is authenticated and you have selected an account for passing on leads, you can choose to Proceed with Contacts or Forms to move to the field mapping section.
- In step 2, map the required Outgrow fields with HubSpot fields.
IMPORTANT NOTE
Clients with Freelancer and Essential plan subscription:
For Essentials or a Freelancer plan only lead generation fields from Outgrow will be mapped to the respective fields on HubSpot. All you need to do is to map fields and test the connection between Outgrow and HubSpot. On clicking Test Connection a test record will be pushed to HubSpot's contacts.
Clients with Business and Enterprise plan subscriptions:
Business and Enterprise plans allow you to choose multiple fields from both the apps, allowing you to send over data more than just the lead gen form details from Outgrow to HubSpot. Set up integration by mapping HubSpot's fields with fields from your Outgrow calculator or quiz.
- Once the field mapping is done, click on Finish to save the integration configuration
- After mapping the fields, we will send a test lead to HubSpot with sample values. If the connection and mapping are successful, you will see the test lead in your HubSpot contacts.
If your connection is successful, you will see Active Status on HubSpot represented by the green checkmark, which indicates that new leads on your calculator or quiz will be sent to HubSpot.
IMPORTANT INFORMATION
In case you want to send Outgrow as the lead source from Outgrow to Hubspot, you can opt for either of the 2 options:
A. You should add Outgrow as an option in the Lead Source field in Hubspot. You can then map the Source field in Outgrow with the Lead Source field in Hubspot. NOTE: You need to make sure that the newly added label text in the Lead Source field is Outgrow only. This needs to be done as the text received by Hubspot is case-sensitive.
B. You can map the Source field in Outgrow with any single-line text type field in Hubspot.
More actions
Once the integration is configured and is active, you can navigate to the HubSpot block to see more actions that can be performed on HubSpot integration after it has been set up.
Re-Configure: In case your HubSpot credentials have changed, or you want to connect Outgrow with a different HubSpot account, then you will have to Reconfigure your HubSpot integration to continue getting Outgrow leads in your HubSpot account. If you have collected some leads on Outgrow but don't see them on HubSpot then you should definitely try to Reconfigure once to fix it yourself. If that doesn't help, email us your query at [email protected].
View Mapping: If you need to go over which fields you have mapped to configure your Outgrow-HubSpot integration, you can click on view mapping. you can then toggle between tabs to view the mapping across all fields.
Task History: This contains the list of all the leads sent to HubSpot. The leads which are in queue to be synced will have status Waiting and those which have failed to sync due to some reason will be shown as Failed.
Deactivate: If you don't want to send leads from a calculator or quiz to HubSpot, you can simply deactivate it.
Important Note
If, due to an error in the connection, the leads from a calculator or quiz were not sent to your HubSpot account, you can still sync them after reconfiguring. When you sync them, all the leads that were not sent earlier will be automatically sent to your HubSpot account. If, even after syncing, you are unable to see your leads on your HubSpot account, then try reconfiguring once again and then sync.
For every Outgrow calculator or quiz you create you will have to activate or deactivate the integration from config section on the builder, in order to start or stop sending leads collected on Outgrow to HubSpot.
Some common issues faced by users while setting up Outgrow-HubSpot Integration
Over the years, we have found that clients face some common issues while setting up the Outgrow-HubSpot integration. Therefore, we have compiled a list of these issues below to make the process easier for you.
Numerical Field Mismatch: This issue occurs when you create a numerical field in your HubSpot account and try to map it with a question that is alphanumeric or a string. To avoid this, you need to ensure that both the field types are the same.
Dropdown Field Mismatch: While mapping dropdown fields, it is important to keep the options the same in both Outgrow and HubSpot. If there is a mismatch, it will throw back an error.
Error with the Test Value Column: The test values are set based on the field types of the questions. However, you should check the test values while mapping to confirm if they match the field types in your HubSpot account.
Access Limitation to Advanced Integration: This problem arises when you only have access to standard integration. In such cases, you can only pass lead details like name, email, etc. to your HubSpot account. If you want to map more fields like questions, responses, etc., you will have to upgrade to a higher-level plan or get Advanced Integration for an additional cost.
Mapping the Email Field is Required: Almost every CRM tool requires you to map the email field. Without the email, you cannot identify lead data. Therefore, mapping the email field is necessary to set up an integration with HubSpot.
For more information, reach out to us at [email protected]
Updated 11 months ago