HubSpot
Note: The HubSpot integration is only available to users on a GrowSurf paid plan.
Step 1: In Campaign Editor > 4. Options > Integrations, click the Connect to HubSpot button
Step 2: Choose a HubSpot account
Once you have successfully connected to HubSpot, GrowSurf will automatically create a new contact property group called GrowSurf in your HubSpot account that contains new contact properties (see image below). You can confirm these contact properties in the Settings > Contact Properties page in your Hubspot account.
View our HubSpot tutorials to see different kinds of examples that you can copy/paste into your email templates.
GrowSurf will automatically create these new contact properties for your HubSpot contacts.
Contact properties | Field type | Type | Description | Example |
GrowSurf Share URL | Single-line text | text | The participant's unique Share URL (contains their unique GrowSurf ID) |
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GrowSurf Participant ID | Single-line text | text | The participant's unique GrowSurf ID |
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GrowSurf Referral Status | Single-line text | text | The referral status of the participant* |
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GrowSurf Referrer Email | Single-line text | text | The email of the participant's referrer | |
GrowSurf Referrer First Name | Single-line text | text | The first name of the participant's referrer |
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GrowSurf Referrer Last Name | Single-line text | text | The last name of the participant's referrer |
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GrowSurf Participant First Name | Single-line text | text | The participant's First Name |
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GrowSurf Participant Last Name | Single-line text | text | The participant's Last Name |
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GrowSurf Total Referral Count | Number | number | The participant's all-time referral count |
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GrowSurf Monthly Referral Count | Number | number | The participant's current month referral count |
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GrowSurf Prev Monthly Referral Count | Number | number | The participant's previous month referral count |
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GrowSurf Next Milestone | Single-line text | text | The text for the next/upcoming milestone reward (only applies to milestone rewards. See an example here) |
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GrowSurf Next Monthly Milestone | Single-line text | text | The text for the next/upcoming monthly milestone reward (only applies to milestone rewards. See an example here |
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GrowSurf Total Invite Count | Number | number | The participant's all-time invite count |
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GrowSurf Total Impression Count | Number | number | The participant's all-time impression count |
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*GrowSurf Referral Status can be the following: CREDIT_PENDING (This participant must still trigger a referral for their referrer to receive referral credit), CREDIT_AWARDED (This participant triggered a referral and their referrer received referral credit), CREDIT_EXPIRED (This participant did not trigger the referral credit within the referral credit expiration window so their referrer did not receive referral credit).
* HubSpot has rate limiting in place for all plans. Please make sure that you are not hitting those limits by following their limits. Learn more here.
Learn more about Hubspot's property fields here.
If the new participant isn't being added to HubSpot, or if they are being added but their unique referral link isn't being synced to HubSpot:
Activity logs will denote if a participant was added to HubSpot or if they failed to be added. (In the case of failure, GrowSurf will re-attempt to add them for 7 days).