Hubspot connector (CMS 12)

  • Updated

The Optimizely Digital Experience Platform (DXP) contains many features to support you in your daily work. Depending on how your solution is set up, some features described in this documentation may not be available.

The HubSpot connector add-on automatically exports form data from your website to your HubSpot account database by mapping Optimizely form fields to HubSpot database fields. For information about other database connector add-ons, see Marketing Automation.

Set up Optimizely forms with HubSpot

The Forms Marketing Automation Integration (MAI) connector lets you connect Optimizely form fields to a HubSpot database. See also Marketing Automation.

A developer must install the Forms Marketing Automation connector and the HubSpot connector. 

  1. In the app selector, select Addons > Marketing Automation.
  2. Click Create. The Add connector view displays.

    hubspot-select.png

  3. Select HubSpot from the list of the available connectors. The HubSpot configuration settings screen displays.

    HubSpot-config.png

    You can have multiple instances of the same connector. For example, if you have marketing teams in separate regions, you can have more than one HubSpot connector, such as HubSpot - EuropeHubSpot - US, and HubSpot - APAC.

  4. Enter the Connector Name and HubSpot Access Token associated with your HubSpot account and click Save.
    The HubSpot connector now supports the Private Apps authentication and authorization option.
  5. Create a form on a page.
  6. Click All Properties on the form.
  7. Open the Mappings tab.
  8. Select the Contact database to which you map the form fields from the MA System Database drop-down field.

    Image: Selecting the HubSpot Contact database

  9. Click Publish.
  10. On the form, select Edit from a form field's context menu.
  11. Open the Extra field mappings tab. The database option that you selected earlier displays.
  12. Enable the database option and open the associated drop-down list to see the available fields. For example, if your form has a Text field that was configured to capture an email address:
    1. Edit the email text field.
    2. Select the Extra field mappings tab.
    3. Select Email from the drop-down list to map the HubSpot database field to the Email field on the form.
    You can type in the field to show fields matching your entered string. In the following image, email was typed to show email, owneremail, and saleforceemail options (and not the other fields).

    Image: Mapping a HubSpot database field to a form field

  13. Repeat steps 10 through 12 for as many fields as you want to map.
  14. Click Publish.

To test the mapping, go to your form on a published page, fill in and submit the form, and then go to your HubSpot provider to verify that the user is added to the HubSpot database.

Retrieve contact data

When a visitor submits the form, the data is sent to HubSpot. To see who submitted the form, go to HubSpot > Email > Email to open the subscriber's screen, and choose Subscribers > All Subscribers.

Personalize the form using a block

You can personalize a form to show only to a selected group.

Video tutorial: Personalize content with Optimizely and HubSpot. (2:34 minutes) See also Set up audiences with personalization.

For information about creating a visitor group and displaying information based on a visitor group, see Audiences.

  1. From the context menu on the form on the page, select Personalize. The Large content area dialog box appears.

    Image: Personalize HubSpot form

  2. Click Everyone and select a visitor group from the list. The following image shows personalizing the form to show only for people in the VIP visitor group.

    Image: Personalize HubSpot form

To create a visitor group for a HubSpot form, see Create a visitor group for an MAI connector form.