Overview
Trackier allows you to integrate with HubSpot and automatically fetch lead data from HubSpot into Trackier. By default, all conversions will be fetched from HubSpot to Trackier and marked as 'Pending Status'. Once they are explicitly approved, the status of these conversions will be changed to "Approved" on the Trackier dashboard.
Why Use HubSpot Integration?
The HubSpot integration helps you:
Automatically sync leads from HubSpot to Trackier
Track conversions using Click IDs
Attributes lead to the correct publishers and campaigns
Improve campaign tracking and reporting accuracy
Prerequisites
Before setting up the integration, ensure you have:
Access to your HubSpot account
HubSpot Account ID
Campaign created on Trackier
For a detailed step-by-step guide on creating a campaign in Trackier, please click here.
Click ID field configured in HubSpot forms
Campaign goals/KPIs created in Trackier
Required permissions enabled for integrations
How to integrate HubSpot with Trackier?
Navigate to the "Automation" section within the "Integration" tab, where you will see the "tools" option.
From there, you can select "HubSpot". In case you don't have access to the tool, please contact your account manager for the same.
From your HubSpot account, retrieve the account ID. Place that ID inside the configuration page under the "Hubspot" integration.
Trackier stores all the leads via click ID. Hence, you are required to mention the click ID field, through which Trackier will attribute the leads.
According to your HubSpot form stages, map your campaign event's KPIs /goals. The stages will be automatically fetched based on the data present on the HubSpot form. You would just be required to align them with your goals.
Once you do that, authorize your account with HubSpot by choosing the account and linking it.
Hubspot Form
When creating a form on HubSpot, make sure you include a click ID, which you will find inside the contact property. Ensure you make it a hidden property that will be automatically fetched once the user fills out the form. Trackier will track the click ID for each user, which is unique for each user, and the details will be displayed on Trackier.
You can also include utm_medium or utm_source, which you can find inside the contact property itself.
Notes:
All synced leads are initially marked as Pending in Trackier.
Lead status changes to Approved only after explicit approval.
Incorrect Click ID mapping may result in attribution failures.
The Click ID field is mandatory for proper lead attribution in Trackier.
Best Practices
Keep Click ID mapping standardized across forms
Use consistent naming for goals and stages
Validate lead attribution after setup
Regularly review Pending leads/conversions
Test integrations after making form changes
Regularly monitor synced lead data
Need instant resolution?
We want to assure our customers that Trackier provides an in-house customer support team, available for instant query resolution. You can reach out to us via email at support@trackier.com or directly engage with our in-house agents through our live chat feature.
