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Setup Guide for HubSpot Integration

This guide will walk you through the steps needed to establish a connection between HubSpot and our platform.

Updated over 2 weeks ago

Introduction

Welcome to the Integration Setup Guide for connecting your HubSpot account with the Flowcode platform. This guide will walk you through the steps needed to establish a connection between HubSpot and our platform, enabling you to automatically send contact information collected from our Conversion Flows directly to your HubSpot instance.

Prerequisites

Before you begin the integration process, please ensure you have the following:

  • An active HubSpot account with administrative privileges

  • Your Flowcode login credentials

Step 1: Configure HubSpot Integration in a Flowcode Workspace

  1. Login to Flowcode:

    • Login to your Flowcode account and navigate to the Workspace where you need to set up the integration.

  2. Add the HubSpot integration to the Workspace:

    • Navigate to Manage > Integrations (bottom left navigation)

    • Click on the HubSpot integration tile

    • Click “Connect App”

  3. Authenticate and Connect to your HubSpot Account:

    • Click “Connect” on the right-hand side of HubSpot box below “Connect your account”

    • Input your Hubspot API Key:

      • HubSpot users with Developer Tools access can find their API key here.

      • HubSpot Super Admins can also access this link.

    • Click “Next” at the bottom of the screen in your Flowcode tab

  4. Configure Field Mapping:

    • Click “Next” at the bottom of the screen

    • Dropdowns for all fields (standard and custom) on the Conversion Flows that you created will appear

    • Adjust mappings for the fields to the desired field in HubSpot

      • The fields available for mapping will automatically be pulled from your HubSpot Contacts properties

  5. Select Sync Frequency:

    • Select an option for the sync frequency (e.g., every 15 minutes, every hour)

    • Click “Save” or “Save & Sync Now”

Step 2: Verify the Integration

  1. Submit a test contact:

    • Scan the code for one of your Conversion Flows

    • Fill out the form experience and submit the information

  2. Sync Integration:

    • Navigate to Manage > Integrations (bottom left navigation)

    • Click “Sync Now” on the HubSpot integration tile

  3. Check Data Flow:

    • Click on the ellipsis to the right of “Sync Now” and navigate to Sync Logs to monitor sync status and logs

    • Check in your HubSpot account to verify that the expected Contacts are appearing after syncing

Troubleshooting Common Issues

  • Connection Errors: Ensure all credentials are entered correctly and that your HubSpot account has the necessary permissions.

  • Data Not Syncing: Check the data mapping in the integration settings on your platform and adjust as necessary.

  • Property Mismatch: Make sure that the fields in HubSpot are correctly set to receive data. Fields in HubSpot may require specific formatting or data types.


FlowID HubSpot Audience Sync

At the workspace level, you can automatically sync your Flowcode Audiences to HubSpot Segments (Lists), keeping your marketing and CRM data fully aligned for accurate targeting and personalized engagement.

Note: For the audience integration to work properly, the contacts integration must be set up first.

How It Works

  1. Build your audience in Flowcode
    Use the Audience Builder to segment contacts by FlowID data such as engagement, location, or form submissions.

    Note: The segment name in Hubspot will be the Flowcode audience name.

  2. Connect to HubSpot
    Once your HubSpot Contact Sync is configured, enable HubSpot Audience Sync using your HubSpot API key.

    • HubSpot users with Developer Tools access can find their API key here.

    • HubSpot Super Admins can also access this link.

  3. Choose your sync settings

    • Sync all audiences to HubSpot, or

    • Select one audience per integration—ideal for syncing only key segments (you can create multiple HubSpot audience integrations for additional audiences).

  4. Select Sync Frequency
    Select an option for the sync frequency (e.g., every 30 minutes, once per day). You can also trigger a manual sync anytime.

  5. Monitor sync activity
    Review your sync logs to track trigger type, start/end times, and sync status for full visibility.

Note: Custom contact properties are managed within the HubSpot Contact Sync, not the Audience Sync.

HubSpot List Types (Flowcode lists are always static):

  • Active Lists automatically update based on filters in the Hubspot platform.

  • Static Lists are fixed snapshots created from a single upload; membership only changes when you upload again.

Support

If you encounter any issues or have questions, please contact our support team at [email protected]. We are here to help ensure your integration process is smooth and efficient.

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