Steps for this integration:
Connect your Hubspot Account to your Interact App
Map Interact Triggers to HubSpot Actions
Map Form Fields to HubSpot Contact Fields
Connect your Hubspot account to your Interact app:
Step 1: Turn on "lead generation" on the Interact app builder left sidebar.
To create your Opt-In Form, select the Contact Field information you would like to collect from your quiz takers
Scroll down to customize your Opt-In Form (The Opt-In Form will appear after your quiz taker answers the last quiz question but before receiving the Quiz Result)
Click "Save & Continue " when finished with your Opt-In Form.
Step 2: Under Connect your email list, choose Hubspot from the list of integrations.
Step 3: Authorize Hubspot to Interact
You will be prompted to authorize the Interact app to access your Hubspot data. Please enter your Hubspot credentials. Please input your login credentials for Hubspot to authorize Interact to gain access and connect the app.
Step 4 (if necessary): If you have multiple accounts.
You will be prompted to choose which one you would like to connect. Click on the one you would like to connect.
Step 5: Ensure the Connection is Sucessful
Upon entering credentials and allowing access you should get a green "connected account" check mark. This verifies that it has been connected and you can move on to the next step.
Map Interact Triggers to HubSpot Actions:
Step 1:Under "Results", click the Add Action button
In the following steps you will have the chance to map a set of HubSpot actions to individual Interact triggers. A trigger can be, for example, when a quiz taker receives a specific quiz result or answers a specific quiz answer.
You will set a Trigger for each Quiz Result.
When a quiz taker takes the quiz and receives the specific Quiz Result this will Trigger the following Actions.
Step 2: In the slideout menu, you will see a list of available actions to run in HubSpot.
The available actions are:
Add to Contact List: Choose a HubSpot contact list from the dropdown to add new contacts to a specific HubSpot contact list. Example: For a quiz result trigger, you could connect different results to different contact lists to send autoresponders specific to the quiz result your customers received.
Add to Workflow: Choose a HubSpot workflow from the dropdown to add new contacts to a specific HubSpot workflow. Example: For a quiz answer trigger, you could connect different workflows to different answers to run specific workflows depending on what a quiz taker answers in your quiz.
Update Contact Property: Choose a HubSpot contact property from the dropdown to update the contact field for new contacts with a specific value. The value will auto-populate with the trigger name, but you can customize this with any value you want. Example: For a quiz result trigger, you could choose the HubSpot contact property "Quiz Result Title" from the dropdown and populate the field with the quiz result title for your quiz.
Step 3: Once finished with one trigger, you can select a different trigger from the left sidebar.
When you have set all triggers that you need for your specific setup, be sure to click Save & Continue.
Step 4: *Optional* you are taken to "Answers"
If desired, repeat steps 1, 2, and 3 to set a Trigger for specific Quiz Answers. When a quiz taker takes the quiz and chooses the specific quiz answer this will Trigger the following Actions. When you have set all the triggers you need for your specific setup, click Save & Continue.
You can also skip this step and click "Save and Continue."
Map Form Fields to HubSpot Contact Properties
Step 1: Here you will find an overview of the way your opt-in form fields are connected to HubSpot contact property.
All fields are list-specific, meaning we list out all connected contact lists and their associated fields. You will map custom fields on a per-list basis. Default fields (cannot be changed): Email, First Name, Last Name
Step 2: For all other fields, choose one contact property from the dropdown that you would like to populate with the form value.
Example: mapping Company Name to "Custom Field 1" will populate the value inputted for Company Name into the HubSpot contact property "Custom Field 1".
Step 3: When finished with mapping your form fields, be sure to click Save & Continue.
If you find you need to make changes, you may edit the integration settings at any time.
Step 4: Test Integration
Select Test Integration to test your Integration to Aweber. When it is successful, hit Publish on your quiz.
IMPORTANT: If your quiz is already published and embedded, any changes made to the integrations will require you to publish your quiz after changes have been saved.
Frequently Asked Questions
Will existing HubSpot contacts be updated?
Yes, existing HubSpot contacts will be updated with updated field values and be added to new workflows and lists.
How do you create new HubSpot contact properties?
Step 1: In your HubSpot account, navigate to Contacts -> Actions (top right hand side)
Step 2: Under Edit property, click Create a property.
Step 3: Fill out the form fields as desired. It is required to set the Group to Contact Information and the Field type to Single-line text.
Step 4: Click Create to save all changes.
What will a new contact look like in HubSpot?
You can find the list and workflow actions in the contact's timeline. The following screenshot is an example user with the following integration setup:
Quiz result "Test Result 1" maps to HubSpot workflow Example Workflow
Quiz result title field maps to contact field Interact Quiz Result
Once your contacts start to load into HubSpot, you can customize the fields that are displayed in the contact's About section, including the quiz result. You can customize it within HubSpot to look something like this (if desired):
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