Hubspot

Prerequisites

Hubspot and Extole Integration Use Cases

1. Add personalized share links and codes to customer contact records.
2. Automatically track referrals when referred prospects complete a Hubspot form.
3. Send Hubspot data as events to Extole to score and reward referrals.

Integration

Add personalized share links and codes to customer contact records

Integrate Extole with HubSpot to automatically update contact records with the customers personalized share link and code. You can then pull the customers share link and code into your HubSpot marketing campaigns so that they can easily share it with friends.

Enable the Create Share Link Extension to Automatically Generate Share Links for New Customers

1. In your Extole account, navigate to the Partners section, and select Extensions from the Partner dashboard.
2. Enable the Create Share Link on any Event Extension.
3. Choose the event name trigger you want to use for automatically generating a share link. For instance, if you want to create a share link for a customer when they convert for the first time, enter converted.

Create a New API Key

1. In your Extole account, navigate to Tech Center > Outbound Webhooks.
2. Hit the + New Integration button.
3. Enter a name for the Key (this is how the key will be referenced within Extole).
4. Select Webhook as the Key Type.
5. Set the Algorithm to Password.
6. Paste your Hubspot Bearer Token key into the key field (see prerequisites.)
7. Click Create Key.

Create a Webhook

1. In your Extole account, navigate to Tech Center > Outbound Webhooks.
2. Hit the + New Webhook button.
3. Enter a name and description for the webhook.
4. Select Generic as the webhook Type
5. Select the API key that you created as the Client Key
6. Paste api.hubapi.com/crm/v3/objects/contacts as the API URL
7. Select POST as the default method
8. Reach out to your Extole Customer Success or Launch Manager so that they can add the webhook to the created_share_link controller in your Extole campaign.
9. Once the webhook has been added to your Extole campaign, navigate to the Extole Tech Center > Outbound Webhooks and click on the webhook to make sure that share links and codes are flowing into Hubspot. A typical request body should look something like this with a 201 response.

  "properties": {
    "email": "[email protected]",
    "share_code": "test123",
    "share_link": "[email protected]",
    "company": "sears",
    "extole_app_type": "hubspot"
  }

You're all set! Make sure you have your Hubspot account configured to capture and populate records with any custom Extole properties (share_link and share_code.) From there you will be able to dynamically populate a customers share link in your Hubspot Flows and Campaigns.

Create Share Links for Existing Customers via a One-Time File Upload

To ensure that all of your customers have a share link on their Hubspot contact record, you can export a list of customer emails from Hubspot and securely upload them to Extole’s Batch Jobs center. From there, you'll be able to generate share links and codes and export them using the Extole platform. Learn more about Extole's file formatting standards and uploading files to Extole.

Automatically track referrals when referred prospects complete a Hubspot form or provide their referral code over the phone

Integrate your referral program seamlessly into your existing HubSpot lead capture process. When a referred prospect submits a lead form with their share link, code, or provides it to a sales rep over the phone, Extole automatically tracks and scores the referral in real-time. This automation eliminates the need for manual tracking, saving you time while ensuring a consistent, smooth experience for your customers across all channels.

Add a Custom Field to your Hubspot Form

1. Add a custom field to your Hubspot contact record and lead form to capture a customers share code. Set the internal value of this custom field as advocate_code. This field can be manually populated by the referred prospect on your lead form, or can be added to the customer contact record through Hubspot admin by an internal sales or customer service representative. Refer to Hubspot's documentation for additional information on how to set up custom fields.
2. To automatically pre-fill the form field for any customers who explicitly click on a share link, Extole can pass the users advocate_code in the query string so that Hubspot can auto-populate. Refer to Hubspot's documentation for additional information on how to auto-populate form fields using query string parameters.

Create a Webhook using Hubspot Workflows

Create a webhook using Hubspot workflows to notify Extole every time a referred prospect completes a Hubspot form with an advocate_code, or the advocate_code is populated on a customer record. Refer to Hubspot's documentation for additional information on how to set up Webhooks.

1. First, in your Hubspot account, create a workflow that triggers a webhook notification every time a user completes a Hubspot form and the advocate_code field has been filled out OR the advocate_code field has been populated on a customer record.

2. Create a webhook in your workflow, and select the webhook method as POST.

3. Enter api.extole.io/v5/events as the Webhook URL.

4. Select API Key as the Authentication method.

5. Log into the Extole platform and navigate to the Security Center. Select Create a new Access Token, name the token Hubspot, and select Create.

6. Paste your Token as the API Key in your Hubspot webhook.

7. In your Hubspot Webhook, select the option to Customize the Request Body and enter the following Key-property value pairs.

   Key	Property	Description
   email	email	A dynamic property that sends the email address of the user who completed the workflow.
   advocate_code	advocate_code	A dynamic property that sends the advocate code associated with the user who completed the workflow.
   first_name	first_name	A dynamic property that sends the first name of the user who completed the workflow.
   last_name	last_name	A dynamic property that sends the last name of the user who completed the workflow.
   date	event_date	A dynamic property that sends the date that the user (in ISO 8601 format) entered the workflow.
   id	partner_conversion_id	A dynamic property that sends a unique identifier each time a user enters the workflow. Used for de-duplication.
   company	company	A dynamic property that sends the company name associated with the contact who completed the workflow.
   event_name	signed_up	A static value of the event or action the user took to enter the workflow.
   extole_app_type	hubspot	A static value. Used for reporting.

   The request body should look like this:

   JSON

   {
     "event_name": "signed_up",
     "data": {
       "email": "{{email}}",
       "advocate_code": "{{advocate_code}}",
       "first_name": "{{first_name}}",
       "last_name": "{{last_name}}",
       "event_date": "{{date}}",
       "partner_conversion_id": "{{id}}",
       "company": "{{company}}",
       "extole_app_type": "hubspot"
     }
   }
   

Send Hubspot data as events to Extole to score and reward referrals

You can use Hubspot Workflows: Webhooks to send additional events to Extole for scoring and rewarding referrals. For example, let's say you'd like to reward advocates when their referred friends sign a deal for a specific product. As long as the deal was more than $10,000 in revenue, the advocate should receive a reward. You can simply repeat the steps in Create a webhook using Hubspot Workflows and change the event name to convertedand add an additional key for productand amount to pass the product name and deal amount. From there a rule can be created in your Extole campaign to automatically reward the advocate once those criteria have been met.