How to integrate with Hubspot CRM

ReferralHero allows you to integrate your ReferralHero campaign with your Hubspot CRM in minutes.

Step 1: Create Properties on Hubspot

First, go to your Hubspot CRM settings page, go to the Properties tab and click on " Create a property".

A sidebar will open on the right. As a label enter "Referral link". Make sure the internal name is exactly referral_link (with the underscore).

In the same way, create these other properties:

  • "Extra field" (field type: Single-line text)
  • "Extra field 2" (field type: Single-line text)
  • "Referral Code" (field type: Single-line text)
  • "Referred" (field type: Single checkbox)
  • "Total Referrals" (field type: Number)

Step 2: Integrate with ReferralHero

Go to your ReferralHero's campaign dashboard > Settings > Integrations.

Scroll down and find the Hubspot section. Enter the Hubspot API key that you have generated on this page:

Don't forget to change the changes!

This is it :) Now when a person signs up to your ReferralHero campaign, they will be immediately subscribed to your Hubspot CRM account.

Good to know

  • ReferralHero's Hubspot integration works only one way: from ReferralHero to Hubspot. If you want to add to ReferralHero people who sign up to your Hubspot account you will need to use our APIs or Zapier (as explained below).
  • If you don't add ALL the properties listed above to your contacts, ReferralHero won't be able to correctly create/update a contact.

How to Add Contacts From Hubspot using Zapier

Currently, ReferralHero doesn't know when a new contact is added to your Hubspot account. Hence, it is up to you to add the contact to your ReferralHero's campaign by either importing them periodically through a CSV file or automate this task using our APIs.

In this example, we see how we can do this using Zapier.

The URL to add a subscriber to ReferralHero:{UUID}/subscribers 
Don't forget to change {UUID} with the UUID of your campaign.

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