Hubspot
With our ReferralHero / Hubspot integration you can:
  • Automatically sync your ReferralHero subscribers to your Hubspot account.
  • Use your own Hubspot signup form to collect new subscribers for your ReferralHero campaign.
  • Automatically sync your Hubspot subscribers to your ReferralHero account.

Sync ReferralHero subscribers to Hubspot

If you want to automatically add ReferralHero subscribers to Hubspot follow these instructions:

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)
If you don't add ALL the properties listed above, the sync will fail.

Step 2: Integrate with ReferralHero

  1. 1.
    Log into ReferralHero
  2. 2.
    Go to your campaign dashboard > Edit Campaign > Integrations > Hubspot.
  3. 3.
    Enter the Hubspot API key that you have generated on this page: https://app.hubspot.com/keys/get
  4. 4.
    Save the changes!
Now when a person signs up to your ReferralHero campaign, they will be immediately added to your Hubspot account.

How to Use Your Own Hubspot Signup Form

Follow these instructions if you want to use your own Hubspot signup form to collect new subscribers for your ReferralHero campaign.

Create a Hubspot form

  1. 1.
    Log in to your Hubspot account
  2. 2.
    Create a new form with the following fields:
Field
Description
Visibility
Email (Required Field)
Subscriber’s email address
Visible
First name (Required field)
Subscriber’s name
Visible
Last name (Required field)
Subscriber’s name
Visible
MWR
Subscriber’s referrer’s referral code (if referred)
Hidden
3. Go to Style & Preview, if Set as raw HTML form is not available:
4. Add the following code to the Default value of the property MWR:
<input type="hidden" name="MWR" id="MWR" > <script type="text/javascript"> window.onload = function() { const params = new URLSearchParams(window.location.search) mwr = params.get('mwr') document.getElementById("MWR").value = mwr } </script>
5. Click Update on the upper right corner, then Publish
6. Copy the ‘Embed code’ in the pop up and add it to your webpage where you want the form to appear
7. If Set as raw HTM form is available, add the following two snippets of Javascript to the form’s HTML source code:
<input type="hidden" name="MWR" id="MWR" >
<script type="text/javascript">
window.onload = function() {
const params = new URLSearchParams(window.location.search)
mwr = params.get('mwr')
document.getElementById("MWR").value = mwr
}
</script>

How to Sync Hubspot Subscribers to ReferralHero

If you want to automatically add Hubspot subscribers to ReferralHero follow these instructions. You will need a Zapier account to complete this setup:
  1. 1.
    Log in to Zapier
  2. 2.
    Create a new Zap
  3. 3.
    Search for "Hubspot" as the Trigger App
  4. 4.
    The Trigger Event is ‘New Contact Triggers when new contact is available’
5. Connect your Hubspot account
6. In Set up trigger, add ‘Contact information: MWR’ as an additional property to retrieve
7. Click ‘Continue’ to test the trigger
8. Search for ReferralHero as the Action App
9. The Action Event is ‘Add Subscriber Adds a new subscriber to a list’
10. Connect to your ReferralHero account
11. In Set Up Action, the following five fields are mandatory fields:
  • Campaign: your ReferralHero campaign
  • Email address: Subscriber’s email
  • Referral URL: Your default referral link address
  • Full name: Subscriber’s name (add a space between First Name and Last Name)
  • Referrer: MWR
  • *Include Ex_Field and Ex_Field_2 if they are used to collect additional data during user sign up
12. Then Test & Continue
13. Turn on Zap
Last modified 7mo ago
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On this page
Sync ReferralHero subscribers to Hubspot
Step 1: Create Properties on Hubspot
Step 2: Integrate with ReferralHero
How to Use Your Own Hubspot Signup Form
Create a Hubspot form
How to Sync Hubspot Subscribers to ReferralHero