Integrating Hubspot With TrenDemon’s Calls To Action

TrenDemon’s HubSpot integration includes 2 main features:

  1. Presentation of a form (both HubSpot and TrenDemon forms) as a CTA with resulting leads sent to HubSpot.
  2. Presentation of CTAs to existing leads according to lead status.

Present A Form As A CTA

Option I: Use HubSpot Form As A CTA

Go to the “Calls to Action” tab and click the “New Call to Action” button. In the drop-down menu, choose “HubSpot/Marketo Form”. In “Marketing Automation System”, choose HubSpot, and then, in the ‘Script’ text box, add the HS javascript of the form (no need to add the first line of the script). This will enable you to show any HS form in our Call to Action. After adding the script, you can also set images, titles, and any other configuration regarding where the CTA will be displayed and who will see it:

hubspot_marekto-form

Add here the HS script of the form you want to use:

hubspot-script

Option 2: Connect TrenDemon Forms To HubSpot

* Before you use this option, make sure you complete HubSpot Integration.

You can use TrenDemon forms to send leads to HubSpot including History and Cookies. To use the TrenDemon form, choose ‘Form’ type from the drop-down menu. In “Form Type”, pick “Single field” or “Multiple fields”. A single field is only for an email address, while multiple fields can be any text field/s.

 

form-type

In case you choose the “Multiple field” option, add the fields you want to capture.

Label = The field name that will be displayed.

Validation text = The text that will be displayed in case the form is submitted without this field (all fields are mandatory).

Field type = Indicate if this is an email field or text for validation.

Name = Add the exact name of the field as it is defined in your HubSpot account. Please note that you should select the custom fields for both HubSpot forms and TrenDemon forms:

custom-fields

If you choose a TrenDemon form, pick the list to which you want to send the leads who fill out the form. Leads can be sent to any static list:

hubspot-integration-settings

If you choose, TrenDemon will also send the Cookie and History of the lead. To enable this, create a form in your HS account with the same fields, and insert the GUID of this form:

  • Go to to Contacts > Forms
  • Click on the name of the form for which you need the GUID
  • Click Embed
  • The formId is your form’s GUID (formatted as 546beeb5-c651-43c5-8782-cdfa70246ba1)
  • The GUID can also be found in the address bar in the form editor

guid

Present According To Lead Status

As part of our integration with HubSpot, we can query HubSpot about leads from your lists and/or fields, and present a CTA just to a selected group of leads by defining who will see (or not see) the CTA in  “Fields and lists from HubSpot”. Just choose any HubSpot field/list from the drop-down menu, then add the list ID. As the example below shows, you can choose to present a CTA only to Google leads by setting the “Lead source” field to “Google”.

 

fields-and-lists-from-hs

Preview The CTA

At any time, you can hit the ‘preview’ button to see how the CTA will look. However, in case you are using a HubSpot form, you won’t be able to preview the HubSpot fields.