Our initial release of the HubSpot integration is fairly simple and leverages the unauthenticated API features of HubSpot and it's built in forms.
For anyone desiring technical insight, we are using this method to send data over to HubSpot,
The beauty with this approach is it's very simple to get up and running. All you need to do is, log into your RaiseDonors account -> Admin area -> integrations tab. Then click "setup" for HubSpot.
Step 1, Enable the integration.
Step 2, Provide your Portal ID from HubSpot. You can locate the portal ID by logging into HubSpot and looking at the top right of your screen.
Step 3, Provide a default Form GUID, which can be found here. This is your default form to send data from RaiseDonors into. You can customize this per page using RaiseDonors' page builder.
Step 4, Provide your Tracking Code, which can be found here. This script will be included on each of your donation pages at RaiseDonors.
You're finished completing the integration of all the donation pages @RaiseDonors into HubSpot!
You can go into the editor for each page @RaiseDonors and provide a specific Form Guid. This allows you greater control and flexibility on which HubSpot form receives data from each page built in RaiseDonors.
We currently use the following naming convention for the Form Field Names. These HubSpot form field names are not changeable in RaiseDonors. If your custom form in HubSpot has different form field names, consider these two options.
1) Rename the form field names in your HubSpot form to align with the form field names documented below.
2) Leverage the customized approach to add your HubSpot form field names and/or additional form field names not present in the list below.
|HubSpot form field name||RaiseDonors data field name|
|Want to add more? You can!
Regarding the hutk field being sent to HubSpot, it must be present in the users cookie collection before arriving on a Raisedonors donation form. The hutk field is a cookie that HubSpot creates for lead activity tracking. Generally this comes from a landing page @hubspot. When that cookie is present in the donors browser, RaiseDonors will search for that cookie ('hubspotutk') and then send it along to HubSpot as part of the integration. If that cookie doesn't exist, the hutk field is not sent to HubSpot.
Future ideas include...
- Leveraging the API to pull back form names, so that you do not need to retrieve the Form GUID.
- Leveraging the Deals API, but need more clarity on this.