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.
Details of each GrowSurf contact property can be found in the table below:
Label | Field type | Description | Example |
GrowSurf Participant ID | Single-line text | The participant's unique GrowSurf ID |
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GrowSurf Referral Status | Single-line text | The referral status of the participant* |
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GrowSurf Referrer Email | Single-line text | The email of the participant's referrer |
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GrowSurf Referrer First Name | Single-line text | The first name of the participant's referrer |
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GrowSurf Referrer Last Name | Single-line text | The last name of the participant's referrer |
|
GrowSurf Share URL | Single-line text | The participant's unique Share URL (contains their unique GrowSurf ID) |
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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.