Episerver HubSpot

Setting up Episerver forms with HubSpot

The Forms Marketing Automation Integration (MAIMarketing Automation Integration) connector lets you connect Episerver form fields to a HubSpot database. See also: Marketing Automation.

Note:  An administrator must install the EPiServer.Marketing.Automation.Forms and EPiServer.MarketingAutomationIntegration.HubSpot NuGet packages to use the HubSpot connector.

1. Open the global menuA group of options that appears in the uppermost part of the user interface when logged in. The global menu displays products and systems integrated with your website. It also displays links to the user guide and user settings, and to a global search. See the User interface topic for further information. and select Admin > Config > Tool Settings > HubSpot. The HubSpot configuration settings screen appears.
   —Image: HubSpot settings—

   

   Note:  You can have multiple instances of the same connector. For example, if you have marketing teams in separate regions, you can have more than one HubSpot connector, such as HubSpot - Europe, HubSpot - US, and HubSpot - APAC. Click Add Connector to add another instance.

2. Enter the HubSpot API key associated with your HubSpot account and click Save.
3. Create a form on a page.
4. Click All Properties on the form.
5. Open the Mappings tab.
6. Select the Contact database to which you map the form fields from the MA System Database drop-down field.
   —Image: Selecting the HubSpot Contact database—

   

7. Click Publish.
8. On the form, select Edit from a form field's context menu.
9. Open the Extra field mappings tab. The database option that you selected earlier appears.
10. Enable the database option and open the associated drop-down to see the fields it has available. For example, if your form has a Text field that was configured to capture an email address:
    1. Edit the email text field.
    2. Select the Extra field mappings tab.
    3. Select Email from the drop-down list to map the HubSpot database field to the Email field on the form.

    Note:   You can type in the field to show fields that match the string you entered. In the following image, email was typed to show email, owneremail, and saleforceemail options (and not the other fields).

    —Image: Mapping a HubSpot database field to a form field—

    

11. Repeat steps 8 through 10 for as many fields that you want to map.
12. Click Publish.

To test the mapping, go to your form on a published page, fill in and submit the form, then go to your HubSpot provider to verify that the user is added to the HubSpot database.

Retrieving contact data

When a visitor submits the form, the data is sent to HubSpot. To see who submitted the form, go to HubSpot > Email > Email to open the subscribers screen, and choose Subscribers > All Subscribers.

Personalizing the form using a block

You can personalize a form to show only to a selected group of people.

—Video: Personalizing content with Episerver and HubSpot—

Tip:  You can watch the following demonstration video, Personalizing content with Episerver and HubSpot. (2:34 minutes) See also Visitor groups.

The following image shows personalizing a form to show only for people in the US Web Designers visitor group. For more information about creating a visitor group and displaying information based on a visitor group, see Visitor groups.

—Image: personalize form—

To create a visitor group for a Hubspot form, see Create a visitor group for an MAI connector form.