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How to Connect HubSpot to Interact

Connect Interact to HubSpot to send quiz leads, segment contacts, and sync quiz data

Written by Damaris Pacheco
Updated this week

This guide walks you through connecting Interact with HubSpot so quiz leads are automatically added as new contacts in your HubSpot account. You’ll be able to:

  • Send quiz leads to HubSpot in real time

  • Choose which HubSpot list new leads should be added to

  • Map quiz results and answers to HubSpot contact properties

  • Use quiz data for segmentation and automation


Before you start

Make sure you have the following:

  • An active Interact account

  • An active HubSpot account

  • Permission to connect apps in HubSpot (or access to a HubSpot user who can approve the connection)

  • At least one created quiz in Interact

💡 Note: This feature is only available in the latest Interact user dashboard at app.tryinteract.com. Log in there to access it.


Step 1. Connect HubSpot integration

  1. Log in to Interact.

  2. From your dashboard, go to Quizzes.

  3. Click Edit to open quiz builder.

  4. Go to Lead Generation > Integrations.

  5. Find HubSpot and click Connect.

  6. In the HubSpot login window, sign in with your HubSpot credentials.

  7. Select the HubSpot account you want to connect (if prompted).

  8. Review the requested permissions, then click to Connect / Authorize (wording may vary).

You’ll see a confirmation once the connection is successful.


Step 2. Map quiz results to HubSpot

When someone completes your quiz, Interact can take different actions in HubSpot based on the quiz result they receive.

  1. In the integration setup flow, go to the Results step.

  2. You’ll see each quiz result listed separately.

For each quiz result, you can choose what happens in HubSpot by adding actions.

Available actions for HubSpot include:

  • Add to Contact List

  • Add to Workflow

  • Update Contact property

Add contacts to a HubSpot list

When someone completes your quiz, Interact can add them to a HubSpot list.

  1. Click Add actions.

  2. Find Add to Contact List.

  3. Select the HubSpot list from the dropdown you want quiz leads added to.

💡 Tip: Many customers create one HubSpot list per quiz to keep segmentation clean.

Enroll contacts in a HubSpot workflow

You can enroll quiz leads into a HubSpot workflow based on the quiz result they receive.

  1. Click Add actions.

  2. Find Add to Workflow.

  3. Select the HubSpot workflow you want contacts enrolled in.

⚠️ If a workflow isn’t available to select, confirm it’s eligible to accept enrollments based on contact updates in your HubSpot account and that your HubSpot user has access to it.

Update contact property

You can store the quiz result directly on the HubSpot contact record.

  1. Click Add actions.

  2. Find Update Contact property.

  3. Select a HubSpot contact property (for example, a custom property like Quiz Result).

  4. The value defaults to the quiz result title, but can be customized if necessary.

This will update the HubSpot contact property you select to the value you define, which allows you to:

  • Segment contacts by quiz result

  • Trigger HubSpot automations

  • Personalize email content dynamically


Step 3. Map quiz answers to HubSpot (optional)

In addition to quiz results, you can also send individual quiz answers to HubSpot and use them for segmentation and automation.

This works the same way as mapping quiz results, but instead of triggering actions based on the final result, actions are triggered based on how someone answers a specific question.

💡 Tip: Quiz answers are great for capturing preferences, intent, or qualifiers (for example: budget, experience level, or goals).


Step 4. Map opt‑in form fields to HubSpot

Next, connect your Interact opt‑in form fields to HubSpot contact properties.

  1. Go to the Fields step in the setup flow.

  2. You’ll see Interact fields on the left and HubSpot contact property mappings on the right.

  3. Click the dropdown on the right of the form field you want to map (None Selected means it is not mapped).

  4. Select a HubSpot contact property (for example, Phone number).

❗ Important: If a field is required in HubSpot, make sure you map it here (or ensure HubSpot can accept the contact without it), otherwise the test lead or live leads may fail.

⚠️ Default fields (cannot be changed) include Email and First Name.


Step 5. Send a test lead

Before your integration is fully active, you’ll need to send a test lead.

This step verifies the connection between Interact and HubSpot and activates the integration.

  1. Click Send test lead.

  2. Fill out all Opt-In Form fields to send as test lead information.

  3. (Optional) Navigate to Quiz Data tab to customize test quiz data.

  4. Click Send test lead to submit.

  5. Log in to HubSpot and verify the contact was created or updated successfully.


Step 6. Publish your quiz

Any changes you make to your integration won’t be live until your quiz is published.

Before sharing your quiz:

  1. Click Publish in the top-right corner of the quiz editor.

  2. Confirm your changes by clicking Publish changes.

Once published, your HubSpot integration will be active on the live version of your quiz.

⚠️ Remember: After making changes to your integration or opt-in form, publish all changes to update your live quiz.


FAQs

How does Interact handle existing contacts in HubSpot?

  • When a quiz lead is sent to HubSpot, HubSpot matches contacts based on the email address.

    Here’s how it works:

    • If no existing contact is found for that email address, a new contact is created.

    • If an existing contact is found, the contact is updated with the latest quiz data (lists, workflows, properties, etc.).

❗ Important: If your HubSpot account has rules or required properties that prevent contact creation/updates, the submission may fail until those requirements are met.


Disable HubSpot integration for your quiz

If you want to stop sending leads from a specific quiz to HubSpot, you can disable the integration without disconnecting your HubSpot account.

  1. Edit the quiz in Interact.

  2. Go to Lead Generation > Integrations.

  3. Navigate to Connect step.

  4. Click Disable.

⚠️ Remember: After making changes to your integration or opt-in form, publish all changes to update your live quiz.

Once disabled, new quiz submissions from this quiz will no longer be sent to HubSpot. Your HubSpot account remains connected, and other quizzes are unaffected.

Important: After disconnecting an integration from your quiz, your opt-in form will remain disabled until a new or existing integration is connected. Select .csv File Download to keep your opt-in form enabled with no integration connected.


Disconnect your HubSpot account

Disconnecting your HubSpot account removes the authentication between Interact and HubSpot entirely. This is similar to uninstalling the integration.

  1. Log in to your Interact dashboard.

  2. Go to Integrations.

  3. Find HubSpot.

  4. Click Disconnect.

❗ Important: After disconnecting your HubSpot integration, the following effects occur:

  • All HubSpot integrations across all quizzes will stop working.

  • No new quiz leads will be sent to HubSpot.

  • Existing contacts in HubSpot are not removed.

If you reconnect HubSpot later, you’ll need to reconfigure the integration for each quiz.


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