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      HubSpot: Export data overview

      You have two integration methods to select from when exporting data from Ion to your HubSpot instance (also known as an "Add Lead" integration): the REST API method and the Post to Web Form method. Both methods can work seamlessly with your Ion creatives. The best method for you will depend on how you like to trigger automation in HubSpot.

       

      REST API

      Our native integration creates/updates contacts directly in your HubSpot contact table. This method often requires less effort to update or expand your integration in the future. However, it won't trigger form processing steps or support creation of segments filtered on form completion, since it does not submit a HubSpot form.

       

      Post to Web Form

      A Post to Web Form integration is what it sounds like: data collected in Ion is posted to a form you've published in HubSpot. While the customer sees a form you built in Ion (and data is saved to your Ion console), HubSpot treats it like someone completed the HubSpot form directly.

      This method often requires more effort to update or expand your integration in the future, as any changes must be made to both your ion integration and your HubSpot form(s). The benefits of this method are the ability to trigger automation in HubSpot based on form completion.

       

      Embedded Form

      A reusable HubSpot form widget can be created is used to insert any HubSpot form and alter the "thank you" page destination using variables in ion's Creative Studio. The benefits of this method are the ability to use form completion to trigger advanced logic in HubSpot and the ability to leverage progressive profiling built in HubSpot. This can also be a good solution for companies with strict data security policies who do not want lead form data stored in ion for any period of time.

       

      Check out the table below for a more detailed explanation of this method.

        HubSpot REST API HubSpot Post to Web Form Embedded HubSpot Form
      How does it work?

      A connection is established between your ion console and your HubSpot instance. Next, a field mapping is completed in ion to define which ion fields should be exported and how they correspond to your HubSpot Contact record fields.

      When the integration runs, a HubSpot Contact record will be created or updated (key: email address).

      A form is published in HubSpot to receive your ion data. Next, a field mapping is completed in ion to define which ion fields should be exported and where that data should be submitted in your HubSpot form. You can configure your integration to post to a single ("master") HubSpot form for processing ion leads or leverage a dynamic destination to support posting to multiple HubSpot forms from a single ion integration.

      When the integration runs, data collected in ion is re-posted to the designated HubSpot form.

      		 A reusable HubSpot form widget is created in your ion console's Widget Library.

      Once the widget is built, you can use your HubSpot Portal ID and Form ID values to insert any HubSpot form and alter the “thank you” page destination using variables in ion’s creative studio.

      Visitors will directly complete and submit HubSpot forms embedded in your ion creatives.
      What kind of data can be sent to HubSpot?

      All types of data can be seamlessly passed to a contact record in HubSpot. This includes Basic Lead Data, ion Core Data, data passed on the query string (like tracking parameters) and interaction data (like a calculator input or an assessment result).

      Note: Integration services may be limited to certain data types. Check with your Customer Success Manager if you are unsure what you've purchased.

      All types of data can be seamlessly passed to a contact record in HubSpot. This includes Basic Lead Data, ion Core Data, data passed on the query string (like tracking parameters) and interaction data (like a calculator input or an assessment result).

      Note: Integration services may be limited to certain data types. Check with your Customer Success Manager if you are unsure what you've purchased.

      		 Embedded forms work well when you are primarily concerned about passing data collected via form fill (in the HubSpot form itself).
      What are my options to manage sensitive data? Field-level security controls are available. The sensitive data expiration setting allows you to mark data in a given field for automatic deletion at a specific time interval (e.g. delete 72 hours after last contact). Field-level security controls are available. The sensitive data expiration setting allows you to mark data in a given field for automatic deletion at a specific time interval (e.g. delete 72 hours after last contact). Data collected via the form is stored in HubSpot only, according to your instance's configuration.

      How will I build the form my visitors will see?

      Can I change the styling?

      		 You will use ion's form building components. This gives you maximum control of the look, feel and flow of your form experience and allows you to leverage the branded theme built for you in ion. You will use ion's form building components. This gives you maximum control of the look, feel and flow of your form experience and allows you to leverage the branded theme built for you in ion. Forms are built directly in HubSpot and any edits you make (e.g. adding a new field) will be reflected in your ion creative.

      Form styling is mainly controlled in HubSpot and can be updated directly in HubSpot. It is also possible to override some styles by leveraging custom code in ion.
      Can my forms be pre-populated with known lead data?

      Forms can be pre-populated based on ion data or (if a Get Lead integration is set up) based on HubSpot + ion data.

      Note: Integration services may not include a Get Lead integration. Check with your Customer Success Manager if you are unsure what you've purchased.

      Forms can be pre-populated based on ion data or (if a Get Lead integration is set up) based on HubSpot + ion data.

      Note: Integration services may not include a Get Lead integration. Check with your Customer Success Manager if you are unsure what you've purchased.

      		 HubSpot forms can use HubSpot cookies to recognize visitors who have submitted specific forms which allow you to utilize HubSpot's progressive profiling form field feature to show new fields based on data previously collected within that form.
      How often are my leads sent to HubSpot? Leads are immediately sent to HubSpot each time the integration runs. Most ion users apply their integration to run on the submission of a form in their ion creative. Leads are immediately sent to HubSpot each time the integration runs. Most ion users apply their integration to run on the submission of a form in their ion creative. Leads are immediately sent to HubSpot upon form submission.
      What happens if there is a HubSpot service interruption? Visitors will still be able to submit forms and form data will be saved according to your configuration in ion. We'll retry the post once per hour until successful, up to the maximum number set in your integration (default: 50 retries). Visitors will still be able to submit forms and form data will be saved according to your configuration in ion. We'll retry the post once per hour until successful, up to the maximum number set in your integration (default: 50 retries). In the event of a HubSpot service interruption, visitors will be unable to submit forms and no form data will be collected.