Install HubSpot App on Zuddl
Prerequisites
You need to grant the following permissions before you proceed with the integration:
- Account access permission - to create marketing events
Object Access (edit permission) - to create, edit, and read contacts
Installing the app
To install HubSpot on Zuddl,
- Log in to your Zuddl dashboard > Integration > HubSpot.
- On the HubSpot card, click View details.
Inside the Hubspot integration page, Click Install app, which initiates the HubSpot authentication process.
- On the HubSpot Authentication page, click Add a new Account (the last dropdown option) to add a new HubSpot account. This initiates the authentication process for the new HubSpot account.
Enter your authentication name on the Create a new authentication page.
If you already have a HubSpot account, click the Sign in to your HubSpot account button. If not, click the Create a new HubSpot account button.
On the authentication screen, choose the HubSpot account you wish to connect to Zuddl.
Select the disclaimer checkbox on the consent page and click the Connect app button.
This step completes the authentication process of your HubSpot account on Zuddl and redirects you to the Zuddl flow.
Click the Next button.
From the HubSpot > Zuddl Registration Public URL field, copy the URL and store it securely.
- Select the 'Create new contact if it does not exist' checkbox.
- Click Finish. This step completes the installation.
Contact field mapping
Field mapping is the one-to-one mapping of Zuddl registration form fields with HubSpot Contact fields. It is a one-time activity at the org level, so all events with HubSpot integration follow the exact mapping. To map fields,
Select a suitable Zuddl registration field from the dropdown. Zuddl registration fields consist of all Zuddl standard fields, UTM fields (UTM Source, UTM Campaign, UTM Id, etc.), and IP fields (Ip City and Ip Country).
Select the corresponding HubSpot Contact fields.
The mandatory fields, First Name, Last Name, and Email, are auto-mapped to their respective counterparts in HubSpot. They are used to create new contacts in your HubSpot account. - Choose a field update policy from the dropdown.
Do not update: This option does not pass the Zuddl field value to the mapped HubSpot field.
Only updates made to the field won’t be passed; contacts will still be created. - Always update: always passes the Zuddl field value to the mapped HubSpot field.
- Do not update if source is empty: If the Zuddl field value is empty, this option does not pass the value of the Zuddl field to the mapped HubSpot field.
Only update if the target is empty: If the HubSpot lead field value is empty, this option only passes the Zuddl field value.
Optional. You can add a new mapping by clicking the + Add field button or delete a mapping by clicking the bin icon.
Click Finish. Then click on Confirm on the confirmation popup.
You can click on the Edit button to change/review any settings.
Next step:
