For Hubspot users, who haven't signed up for Outgrow, you can sign up here and follow the instructions below. If you have any questions, please reach out to us via chat on the bottom right of the page.
Use Outgrow quizzes and calculators which are designed for conversion and engagement and push the leads you have collected to HubSpot using our Outgrow-HubSpot integration.
- An Outgrow account.
- A valid HubSpot account with API access.
- A live Outgrow calculator or quiz
- To start the configuration process you need to navigate to the Configure tab in your Outgrow builder dashboard. Click the Configure button on HubSpot Integration.
- Click on Authenticate With HubSpot button and then enter your HubSpot account credentials to authenticate the integration.
Note - Please ensure that pop-ups are enabled in your web browser to see the HubSpot account login page.
- Once your account is authenticated you can click on Proceed to move to the field mapping section.
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 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 you are done mapping the fields, we will push a test lead to HubSpot with sample values. If connection and mapping are successful you will see this test lead in your HubSpot contacts.
If your connection is successful you will see Active Status on Hubspot represented by the green check mark, which indicates that new leads on your calculator or quiz will be sent to HubSpot.
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.
Test - It is recommended to Test your integration after you have changed something on your calculator or quiz on Outgrow. A test record will appear on HubSpot if integration is done properly.
Sync- If due to some error in connection your leads from a calculator or quiz have not been sent to HubSpot then you can Sync the leads to your HubSpot account after re-configuring. All the leads which were not sent to your account will be sent to HubSpot when you sync. If for some reason, even after syncing you do not see your lead on your HubSpot account then reconfigure once and then Sync.
Deactivate - In case you don't want to send leads from a calculator or quiz to HubSpot, you can simply deactivate it.
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 then drop us an email with your query at [email protected]
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.
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.
Any custom field added to HubSpot will automatically show up in the dropdown on mapping pop up. If your plan allows, you can easily map any value on Outgrow with any predefined or custom field on HubSpot. Just make sure the data type of the fields which you have mapped matches otherwise your integration will throw an error. All the fields in JSON sent from Outgrow are in text format ( String) so make sure the custom fields on Hubspot can accept data in text format.
Read this to learn how to add properties to contacts on HubSpot.
*If you have any questions, please reach out to us via chat on the bottom right of the page.
Updated 2 years ago