The HubSpot integration with OptiMonk adds subscribers to your HubSpot list when they fill out an OptiMonk popup form. It comes in handy if you run marketing campaigns regularly: the subscribers who signed up via OptiMonk also get the news about your upcoming promotions.
Before you start: you need a HubSpot account, and an OptiMonk campaign whose popup is already built — the field mapping is read from the input fields of your popup.
Connect HubSpot to your campaign
Open Campaigns in the left menu and click the campaign you want to connect with HubSpot.
Open the Integrations tab of the campaign.
Click Add integration. If this is your first one, the same step is offered as Connect your email or SMS tool.
Provider step: pick HubSpot V2 — it is one of the providers offered in the Popular row, so you normally don't have to search for it. Accounts you have already connected are listed at the top, under Your connected accounts.
Account step: choose a HubSpot account you have already connected, or click Connect a new account. For a new one you only get a button: Continue with HubSpot V2. You'll be redirected to HubSpot V2 to authorize OptiMonk, then brought back here to finish the setup.
On the HubSpot side, select the HubSpot account you want to connect to OptiMonk and click Choose Account, then click Connect app on the next page. You are then redirected back to OptiMonk, to the next step of the wizard.
List step: pick the list new signups should join. Use Search lists… if the list is long, then click Continue.
Field mapping step: decide where each popup field goes in HubSpot (see below), then click Save integration.
That's it. Whenever a visitor signs up through your popup, they are added to the HubSpot list you picked.
Draft vs. live: if the campaign has not been published yet, the integration is shown with a Draft pill and the note Saved as draft — it goes live when you publish the campaign. On a published campaign it is applied right away and shows as Active.
Field mapping
The mapping table has two columns: Popup field on the left (every input your popup collects) and HubSpot V2 field on the right. Here you find all the data of your OptiMonk campaign that can be transferred to HubSpot; for every input field of your popup you can assign a field in HubSpot. OptiMonk pre-fills the mapping with its own suggestions, so in most cases you only need to check it.
The email field is fixed — it always maps to HubSpot's
email.Pick Don't sync for any popup field you don't want to send.
Send additional data with static fields
Under Static fields you can send a fixed value with every submission. Click Add static field, type the value on the left, and choose the HubSpot field it should go into on the right.
💡 For example, enter OptiMonk here, and you will always know that these contacts came from an OptiMonk campaign. A campaign name works just as well.
Change or remove the integration
The Integrations tab lists every integration on the campaign, with the provider name and the list you chose.
Change list reopens the wizard, so you can pick another HubSpot list or edit the mapping.
The trash icon takes the integration off this campaign: Remove from this campaign? The account connection stays and can be added again. Your HubSpot connection is not deleted, so you can reuse it on another campaign.