HubSpot

Update/add HubSpot contact properties with their unique share link, referrer information, and referral status.

Note: The HubSpot integration is only available to users on a GrowSurf paid plan.

Sync with your HubSpot contacts

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.

Examples

View our HubSpot tutorials to see different kinds of examples that you can copy/paste into your email templates.

Contact Properties

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)

https://piedpiper.com?grsf=d77a8j

GrowSurf Participant ID

Single-line text

text

The participant's unique GrowSurf ID

d77a8j

GrowSurf Referral Status

Single-line text

text

The referral status of the participant*

CREDIT_PENDING

GrowSurf Referrer Email

Single-line text

text

The email of the participant's referrer

[email protected]

GrowSurf Referrer First Name

Single-line text

text

The first name of the participant's referrer

Gavin

GrowSurf Referrer Last Name

Single-line text

text

The last name of the participant's referrer

Belson

GrowSurf Participant First Name

Single-line text

text

The participant's First Name

Bob

GrowSurf Participant Last Name

Single-line text

text

The participant's Last Name

Loblaw

GrowSurf Total Referral Count

Number

number

The participant's all-time referral count

0

GrowSurf Monthly Referral Count

Number

number

The participant's current month referral count

19

GrowSurf

Prev Monthly Referral Count

Number

number

The participant's previous month referral count

200

GrowSurf Next Milestone

Single-line text

text

The text for the next/upcoming milestone reward (only applies to milestone rewards. See an example here)

You are only 2 referrals away from winning a free t-shirt!

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

You are only 2 referrals away from winning a free t-shirt!

GrowSurf Total Invite Count

Number

number

The participant's all-time invite count

112

GrowSurf Total Impression Count

Number

number

The participant's all-time impression count

150

*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).

Learn more about Hubspot's property fields here.

Troubleshooting Tips

  • 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.