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HubSpot

The ReferralHero / HubSpot integration is very powerful and can be used to:
  • Import existing contacts from HubSpot to ReferralHero
  • Automatically sync your ReferralHero subscribers to your HubSpot account
  • Use your own HubSpot signup form to automatically add new HubSpot contacts to your ReferralHero campaign

Import HubSpot contacts to ReferralHero

If you have existing contacts in your HubSpot account and you want to import/subscribe them all to your ReferralHero campaign, you'll want to follow these instructions:
  1. 1.
    Go to your Campaign Dashboard > Subscribers > Import and click on the tab Import from CRM.
  2. 2.
    If you haven't connected your HubSpot account yet, please do it now by clicking on the button Setup Integration.
  3. 3.
    Choose the HubSpot account from which you want to import contacts/subscribers.
  4. 4.
    Specify a URL for the referral link. This is the URL that we will use to generate the referral link for your subscribers. For example, if you use http://mywebsite.com, the referral link will be 'http://mywebsite.com?mwr=123456'
  5. 5.
    Optional: Choose to "Send Welcome Email" at the time of import. Note, you must activate your Welcome Email in Automations before enabling the "Send Welcome Email".
  6. 6.
    Click on the button Import
We will import your subscribers into your ReferralHero campaign immediately. Depending on how many subscribers you are importing, it might take from a few minutes to several hours. We will send you an email when the import is finished.
NOTE: If you turn on the HubSpot integration (see the section below), ReferralHero will populate the custom fields in your HubSpot account with the subscriber's values.

Sync ReferralHero subscribers to HubSpot

If you want to automatically add ReferralHero subscribers to HubSpot follow these instructions:
  1. 1.
    Log into ReferralHero
  2. 2.
    Go to your Campaign Dashboard > Edit Campaign > Integrations > HubSpot
  3. 3.
    Click ‘Connect your HubSpot account
4. Choose the HubSpot account that you want to connect to ReferralHero
5. Choose the HubSpot contact list from the HubSpot Domain dropdown
6. Then click Save
The integration will automatically create the following custom fields in your HubSpot account.
CODE
Subscriber's unique referral code
EX_FIELD
Subscriber's extra field value
EX_FIELD_2
Subscriber's second extra field value
LAST_REF
Timestamp of last referral
POINTS
Subscriber’s total accumulated points
POSITION
Subscriber’s position
REF_LINK
Subscriber's unique referral link
REFERRER
Subscriber’s referrer’s name
SOURCE
Subscriber's source. If empty value will be "None"
SUB_ID
Subscriber's id
TOT_REF
Subscriber's total number of referrals
EM_LINK
Subscriber’s email link
FB_LINK
Subscriber’s Facebook link
TW_LINK
Subscriber’s Twitter link
Now when a person signs up for your ReferralHero campaign, they will be immediately added to your HubSpot account.
NOTE: ReferralHero will automatically update these custom fields when a person signs up or when things change (eg: when a subscriber refers a new person, their TOT_REF value changes).

How to Use Your Own HubSpot Signup Form

You can use your own HubSpot signup form to collect new ReferralHero subscribers. There are two ways to add new HubSpot contacts to your ReferralHero campaign.

1. Add ReferralHero JavaScript to Your HubSpot Form

  1. 1.
    Add the below Javascript code to the end of your HubSpot HTML form code. This code will add the new signup automatically from your HubSpot form to your ReferralHero campaign. This is the recommended method.
NOTE: You need to replace the hubspot_form_id with your own HubSpot form ID.
window.RHConfig = {
callbacks: {
ready: function() {
setTimeout(function(){
var form = document.getElementById('hs-form-iframe-0').contentWindow.document.getElementById('hubspot_form_id');
form.addEventListener("submit", function(e){
var data = {
email: form.querySelector('#email-hubspot_form_id').value,
name: form.querySelector('#firstname-hubspot_form_id').value + ' ' + form.querySelector('#lastname-hubspot_form_id').value
};
if (RH) {
RH.form.submit(data);
}
});
}, 2000);
}
}
}
2. (Optional)
To send other values from the HubSpot form to your ReferralHero campaign add this to the data line:
referral_hero_field_name: form.querySelector(’#HUBSPOT_FIELD_NAME').value
For example to send submitted data to the ReferralHero Extra Field profile field add:
extra_field: form.querySelector('#extra_field-hubspot_form_id').value
3. Now when someone signs up through your HubSpot form, they will be added to your HubSpot contact list and ReferralHero campaign.

2. Sync HubSpot Contacts to ReferralHero Using Zapier

Follow these instructions if you want to use Zapier to sync subscribers added via your HubSpot signup form to ReferralHero. This should only be used if the primary JavaScript method (used in the section above) does not work for your setup.
  1. 1.
    Turn on the HubSpot native integration by following the instructions in Sync ReferralHero subscribers to HubSpot to automatically create the custom fields in HubSpot
  2. 2.
    Log in to Zapier
  3. 3.
    Create a new Zap
  4. 4.
    Search for "HubSpot" as the Trigger App
  5. 5.
    The Trigger Event is ‘New Contact Triggers when new contact is available’
6. Connect your HubSpot account
7. In Set up trigger, add ‘Contact information: MWR’ as an additional property to retrieve
8. Click ‘Continue’ to test the trigger
9. Search for ReferralHero as the Action App
10. The Action Event is ‘Add Subscriber Adds a new subscriber to a list’
11. Connect to your ReferralHero account
12. 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
13. Then Test & Continue
14. Turn on Zap
Last modified 1mo ago