What is the Hubspot Contacts integration?
Using the Hubspot Contacts Leads integration, you can instantly create new Contacts inside Hubspot using the data collected in Akkroo data capture forms (on the app or web forms). You can send any text or selection data from the Akkroo forms you create.
What the integration can do:
- Create new Contacts or update existing Contacts within the Hubspot system
- Required fields are firstName, lastName and email
- Add any data to Hubspot if the email address already exists within Contacts
- Update any existing Contacts in Hubspot
What the integration cannot do (yet!):
- Create or update any other kind of object
Steps: Setting Up the Hubspot Contacts integration
First Run: Setting up the Hubspot Contacts integration
You need to contact support (firstname.lastname@example.org) or your account manager to turn on this Hubspot integration feature for your account before you can follow these steps.
Enable your account to integrate with Hubspot Contacts. Open your dashboard, and choose Settings > Integrations from the main navigation. Tap the Add new... link.
Select the Hubspot icon and tap Add.
Press Begin Authorization and wait for the button to update.
Click Login to Hubspot. You will be redirected to Hubspot to sign in.
Login using your Hubspot username and password.
Click Authorize to permit Akkroo to send data to Hubspot.
First run setup is complete. Your account is now ready for you to setup individual events which should create new Hubspot Contacts.
Using the Integration: Create or update new contacts automatically in Hubspot
You will need to repeat this step of the process for each event that will create new Hubspot Contacts. Alternatively you can duplicate and modify an existing event where the Hubspot integration had already been set up.
Choose an event from your dashboard, and click into it. From the options, choose select the Setup integrations button.
From the options, choose Hubspot
It's time to map your fields between your Akkroo event and Hubspot. Tap Edit field mappings to start making the changes.
Next you'll need to decide whether you want us to replace existing data inside Hubspot.
If business card scanning is enabled on your account, you're able to determine which source should be used to fill a Hubspot Contact Property if the transcription and the form send different values to it.
In the left column are fields from your Akkroo event form. The right column are your fields in Hubspot. Fields set to Unassigned will not be filled with any Akkroo data. At a minimum you must at least assign First Name, Last Name and Email for the integration to work (Hubspot requires these fields to be set). Save your changes at the bottom of the page.
And that's it! When you collect data using the app or web forms, the new contacts will appear in Hubspot automatically, and the Hubspot Contact details will be filled using data from the Akkroo form.
Questions & Related Tasks
How fast will my contacts appear in Hubspot?
Usually a few seconds after they appear in the Akkroo dashboard.
Can I create or update leads in Hubspot using this integration?
Yes, when setting up an Akkroo integration you'll be asked "Do you want us to replace existing data inside Hubspot?"...you can then select whether you'd like to replace existing data.
Can I create contacts in Hubspot when using check-in functionality?
Yes, find out more about how to set this up here.
Can I map multiple form questions to one field in Hubspot?
Yes, it is possible to update one Hubspot field with the data from multiple form questions. For example, you may have split products out into categories but only have one Hubspot field for these.
How does this feature work when my devices are offline?
Contacts are queued to be added to Hubspot as soon as the data synchronises to the Akkroo dashboard.
Can I use the same integration over multiple Akkroo accounts?
You must setup an independent integration link for each separate Akkroo account. A cost will apply for each additional account which needs an integration.
Can I import the data that I collected before I set up the integration on an event?
You must setup the integration prior to collecting data. Data collected before setting up the integration must be manually exported and imported using CSV or Excel.
How do I disable or remove an integration from an event?
From the Integrations screen for the event, under the Hubspot row, select Remove Integration.