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
Login to Flowcode:
Login to your Flowcode account and navigate to the Workspace where you need to set up the integration.
Add the HubSpot integration to the Workspace:
Navigate to Manage > Integrations (bottom left navigation)
Click on the HubSpot integration tile
Click “Connect App”
Authenticate and Connect to your HubSpot Account:
Click “Connect” on the right-hand side of HubSpot box below “Connect your account”
Log in to your HubSpot account on the OAuth modal that pops up
Click “Next” at the bottom of the screen in your Flowcode tab
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
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
Submit a test contact:
Scan the code for one of your Conversion Flows
Fill out the form experience and submit the information
Sync Integration:
Navigate to Manage > Integrations (bottom left navigation)
Click “Sync Now” on the HubSpot integration tile
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.
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.