HUBSPOT INTEGRATION

HubSpot integration
forms, orders and behaviour
feeding the CRM and what follows.

We connect websites and online stores to HubSpot so enquiries, sign ups, orders and behaviour on the website reach the CRM with their source attached and trigger the workflows that follow. We plan the data that should move, build the connection on the platform the website already runs on and keep it running once it is live.

In brief

Emote Digital is a digital agency in Hawthorn, Melbourne, founded in 2001. We connect websites and eCommerce stores to HubSpot so contacts, companies, deals, tickets, orders and marketing consent move between the website and the CRM without manual entry, each carrying its source. Connections are built on the platform the website already runs on. HubSpot connections appear in the Domus Lighting and Nostra Homes case studies on this website.

The integration

A website that gives the CRM something to work with.

HubSpot suits businesses that want marketing, sales and service working from one contact record, with the website as the main way that record is created and enriched.

01

What moves between them

Contacts and companies from forms and registrations, deals from quote requests, tickets from support forms, orders and line items from the checkout, consent from preference centres and page views from the tracking code. Each record has an agreed owner.

02

Routing and automation

Submissions are mapped to the right pipeline, owner and lifecycle stage so the workflows HubSpot already runs, from lead rotation to nurture sequences, start without anyone touching the record.

03

Built on your platform

The connection is built on the platform the website already runs on, using the HubSpot forms and tracking code, a proven connector or a custom integration against the HubSpot API where the rules are particular to the business.

What we do

HubSpot integration scoping, build and support.

A connected set of decisions, shaped around the way work moves through the business.

01

Integration scoping

Map the form, registration, order, ticket and consent events that should reach HubSpot, and agree who owns each record.

02

Property and pipeline mapping

Match website data to contact, company, deal and ticket properties, pipelines, stages and owners.

03

Native forms or custom forms

Decide where HubSpot forms are used as they are and where custom forms post through the API to keep the design and validation of the website.

04

Commerce and behaviour

Send orders, line items and key website events so segments, scoring and reporting reflect what people did, not only what they typed.

05

Testing and reconciliation

Run real enquiry, registration and order scenarios end to end and check HubSpot and the website agree before launch.

06

Monitoring and support

Watch the sync, handle API limits and failed records, and keep the connection working through HubSpot and platform updates.

Buyer context

Why businesses connect HubSpot to the website.

A HubSpot integration has to suit the people, systems and operating conditions around it.

Leads routed in secondsNo rekeying of enquiriesSource on every contactWorkflows start automaticallyOrders beside the contactReporting that matches reality

HubSpot portals vary in tier, custom objects and how much automation already exists. We help determine where native forms and the tracking code are enough and where a custom integration earns its place.

Keep the follow up in HubSpot. Keep the capture on the website.

The value of a HubSpot integration is not in moving every field. We define the records and events that marketing, sales and service rely on, send them cleanly with their source attached, and leave the website to capture and serve while HubSpot runs the follow up.

Takeover and improvement

Already connected to HubSpot?

We can assess the current forms, connector or API code, property and pipeline mapping, how duplicates and consent are handled, where records fail and how the sync is monitored. We can help identify what is working, what is creating double handling and which changes deserve priority.

Failed submission diagnosisProperty and pipeline reviewDuplicate and lifecycle rulesAttribution and source fieldsConnector replacementConsent and preference handling

Talk to us

Connecting HubSpot? Talk it through with us.

Thirty minutes on the forms, the pipelines and what it would take to connect or fix the sync.

Approach

Six steps from understanding to improvement.

Formal Discovery may be appropriate for multiple brands or portals, custom objects, an eCommerce catalogue in scope or a connection that also involves an ERP or job management system.

01

Understand

Establish how enquiries, sign ups and orders are handled today, who works in HubSpot and for what, and which other systems touch the same records. Any existing forms or connector are reviewed so their gaps and habits are understood before planning.

02

Plan

Define the events that create or update records, the property, pipeline and owner mapping, duplicate and lifecycle rules, consent handling and which website events matter. Native forms, connector or custom build is agreed first.

03

Design

Design the forms, registration and account experience around the HubSpot data. Fields, validation, progressive profiling and the staff view are specified so marketing and sales know what to expect.

04

Develop and connect

Configure the forms and tracking code, the connector or a custom integration against the HubSpot API, including authentication, queuing and retries. Mapping and rules are documented so the connection stays easy to support.

05

Test and launch

Run the real scenarios end to end: new and known contacts, duplicate submissions, consent choices, orders and ticket requests. Record counts and workflow triggers are checked before the sync is switched on for live traffic.

06

Support and improve

Monitor the sync after launch, clear failed records, handle API limits and keep the connection working through website, plugin and HubSpot updates. Improvements follow what marketing, sales and service find in daily use.

Questions

HubSpot integration questions, answered.

Contacts, companies, deals, tickets, orders and line items, marketing consent, campaign and source fields and website events. Which move, and in which direction, is agreed in scoping.

Either works. HubSpot forms are quick and carry tracking automatically. Custom forms keep the design and validation of the website and post through the API with the same tracking attached. We often use both.

HubSpot matches on email by default, and the integration respects that while adding rules for companies and known accounts so new submissions update the right record.

We are platform agnostic. The connection is built on whatever the website already runs on, using native forms, the tracking code and a proven connector where they fit and building against the HubSpot API where they do not.

Yes. Orders, line items and customer records can sync so segments, abandoned cart flows and revenue reporting work from real purchase data.

Yes. We review the forms, connector and mapping, fix what is causing double handling or misrouted leads and rebuild the parts that cannot meet the rules of the business.

Start a conversation

Talk to us about your HubSpot integration.

Connecting a new website, fixing forms that keep dropping leads or adding HubSpot to a website that already runs the business?

Book a meeting

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