How to integrate your poptin with HubSpot CRM?
In this help guide, we will try to illustrate how you can integrate your poptin with HubSpot
Please follow the instructions below to understand the process:
Note: Please make sure you add email field to enable the integrations.
Log in to your Poptin account and go to the main Poptin Dashboard. There, click on the drop down icon next to the poptin you want to integrate with HubSpot, and there click on "Edit Design"
Scroll down to Email and Integrations > Add Integration in the left menu and find HubSpot in the list of integrations there.
Click on the Authenticate button there
It will redirect you to the HubSpot account and you will have to log in and authorize the app from there. Once you have authorized successfully, click on the Approve button:
Do not forget to click on the Next or Publish Changes button on the top right corner to save the integration in the poptin's settings.
If the integration is successful, you will get an API Test Lead in your HubSpot contacts
This is how the converted Leads will look inside your HubSpot contacts:
Note Additional Options:
You can also choose to delete leads in Poptin automatically when you delete them on HubSpot.
You can also choose to update existing contacts in your HubSpot CRM by turning on this toggle. This will update any existing contacts.
Note: Supported fields in HubSpot <> Poptin integration are as below.
Name
Email
Phone
Please follow the instructions below to understand the process:
Note: Please make sure you add email field to enable the integrations.
Log in to your Poptin account and go to the main Poptin Dashboard. There, click on the drop down icon next to the poptin you want to integrate with HubSpot, and there click on "Edit Design"
Scroll down to Email and Integrations > Add Integration in the left menu and find HubSpot in the list of integrations there.
Click on the Authenticate button there
It will redirect you to the HubSpot account and you will have to log in and authorize the app from there. Once you have authorized successfully, click on the Approve button:
Do not forget to click on the Next or Publish Changes button on the top right corner to save the integration in the poptin's settings.
If the integration is successful, you will get an API Test Lead in your HubSpot contacts
This is how the converted Leads will look inside your HubSpot contacts:
Note Additional Options:
You can also choose to delete leads in Poptin automatically when you delete them on HubSpot.
You can also choose to update existing contacts in your HubSpot CRM by turning on this toggle. This will update any existing contacts.
Note: Supported fields in HubSpot <> Poptin integration are as below.
Name
Phone
Updated on: 15/11/2024
Thank you!