With our direct integration, you can easily connect your Perspective Funnel to HubSpot by entering your HubSpot API key and Hub ID. This way you can always keep your Hubspot CRM up to date.
Note 💡 Our HubSpot direct integration is available from the Business Plan onwards. If you don't have a business plan but would still like to link your funnel to HubSpot, we suggest an integration via zapier.
As soon as a lead is created in your funnel, a new contact is automatically created in HubSpot and the relevant lead data is transferred from your funnel.
💡 In order for all data to be transferred, it is necessary to create a property in Hubspot for each value from your funnel. (see here)
Set up your Hubspot Integration
1. Log in to your Hubspot account
You need an active Hubspot account to access the Private App Key and link Hubspot to your Perspective Funnel.
2. Open Settings
Open the settings of your account. You can get there via the small gear icon in the top menu bar.
3. Integrations > Create a private app
Now navigate to the Integrations section in the settings via the left-hand navigation bar and then to the Private apps sub-item. Click on "Create private app" to add a new entry.
4. Rename private app
Now, name the private app in Hubspot. To recognize it later on, we recommend using the name of the funnel, your customer, or whoever you're building the funnel for.
5. Add Scopes
Then click on the "Scopes" tab at the top. Here you can define which data from your Hubspot account has read and write permission. To be able to save contacts and their responses from the funnel to your Hubspot account, please add the following scopes:
business-intelligence
crm.objects.contacts.read
crm.objects.contacts.write
crm.objects.companies.read
crm.objects.companies.write
crm.schemas.companies.read
crm.schemas.contacts.read
Then click on "Create app" in the top right-hand corner to save your entries.
6. Copy Token
By successfully creating the private app, you will now receive a token (= API Key). Display this token and copy the token to paste it into your funnel.
7. Open Funnel Integration
Now open the funnel that you want to connect to Hubspot. Switch to the Integrations area in the editor and click on the Hubspot box.
8. Add Token (API Key) and Hub ID
Now paste your previously copied Private App Token (API Key) here. You also need your so-called Hub ID here.
To copy the Hub ID, open your Hubspot account and click on your profile picture in the top right-hand corner. You will find a 7-digit number under the name of your company. This is your Hub ID. Copy the number and then paste it into the integration settings of your funnel (see above).
9. Save integration
As soon as you have saved the integration, you will see a green button as an indicator that your integration is stored.
However, you still need to publish your changes to set them live (see steps below).
10. Create properties in your Hubspot account
This way, the data from your funnel can be transferred to the right place in Hubspot.
To create a property, go to "Contacts" -> "Actions" -> "Edit properties" -> "Create property"
Then select a "Group" (type of information), a label, and finally enter the "internal name" of your property.
Depending on the information you are creating a property for, enter the appropriate ID for the internal name:
Standard form fields
Standard form fields
For the standard fields (email, telephone, first name, etc.) you can use the respective standardized IDs :
Custom form fields
Custom form fields
For the user-defined fields, you can simply use the tracking ID that is displayed in the sidebar when editing:
Interactive blocks
Interactive blocks
For interactive blocks (quizzes, voting, multiple choice questions etc.) you can simply use the ID of your question from your funnel:
11. Publish Funnel/Changes
Now all you have to do is publish your funnel (or update it if it has already been published) and the live version of your funnel will already have the Hubspot integration active:
As soon as your funnel captures a contact, the contact details are sent directly to your Hubspot account. Congratulations! 🚀
Find more information on the following topics in our Helpcenter: