HubSpot Integration
Note: Integrations must be set up by a Toolkit admin. To connect any of the integrations below, contact support and let us know which integration you'd like added to your account.
HubSpot Integration
Connect Popup with HubSpot to manage contacts, lists, lifecycle stages, and more directly from your widget submissions.
Connecting HubSpot to Popup
HubSpot uses OAuth for a secure connection:
- In your Popup dashboard, go to your site's Integrations settings
- Select HubSpot from the list
- Click Connect -- you will be redirected to HubSpot to authorize the connection
- Log in to your HubSpot account and grant access
Auto Field Mapping
Popup automatically maps your widget form fields to matching HubSpot contact properties. If a field name matches a HubSpot property, the mapping is set up for you.
Configuring Your Widget
Once connected, open your widget editor and configure the submit actions.
Available Actions
- Add contact -- create or update a contact in HubSpot
- Remove contact -- delete a contact from HubSpot
- Add to list -- add the contact to a specific static list
- Remove from list -- remove the contact from a list
- Set lifecycle stage -- assign a lifecycle stage (subscriber, lead, MQL, etc.)
- Set lead status -- set the lead status on the contact
- Update custom field -- set or update a custom contact property
- Add note -- attach a note to the contact record
Display Rules
Use Display Rules to show or hide widgets based on whether a visitor is already a HubSpot contact or belongs to a specific list. This prevents showing opt-in forms to existing subscribers.
Visitor Identification
To identify returning visitors by email (for personalized Display Rules), append the email parameter to your URLs in HubSpot emails:
?conv_email=
When a contact clicks through from a HubSpot email, Popup recognizes them and applies the appropriate Display Rules.
Need more help?
If you've worked through this and still need a hand, contact support -- we'll dig in with you.