HubSpot Integration for Forms

Integrating CallRail with your HubSpot account allows you to send form submissions directly to your HubSpot contact activity timelines for a unified look at your lead management. When you receive a form submission, you’ll be able to view the submitter's contact information and see activity info like lifecycle stage, first and last touch, and recent interactions all inside your HubSpot timelines.

Getting Started

This is a premium feature available on the Forms Essentials plan.

I
n order for CallRail to send data to HubSpot, you'll need your company's JavaScript snippet installed on your website. 

How CallRail Reports Data to HubSpot

CallRail will send your form submission data, including names, contact information, and contents of your form fields to your HubSpot contact timelines.  

Once you receive a web form, we'll send the submission data to HubSpot. We'll either link the activity to an existing HubSpot contact or create a new contact using the following process:

  • First, we search for a HubSpot tracking cookie that identifies a visitor's previous web sessions. If found, we'll link the cookied user with the submission to surface the contact in HubSpot.
  • If we can't find any matches for the visitor, CallRail will create a new contact with the form activity. (You can choose to not create new leads from CallRail activity on the HubSpot integration page.)

Integrating with HubSpot

CallRail's integration with HubSpot is company-dependent within your account. Use the instructions below for each company you'd like to integrate with HubSpot.

  1. Click Settings at the top of the page.

  2. Choose the company you’d like to integrate with HubSpot.

  3. Select All Integrations from the Integrations menu on the left.

  4. Choose HubSpot from the list of available integrations.

  5. Enter your HubSpot ID (HUB ID). This can be found by access your HubSpot account and clicking the dropdown menu in the top right-hand corner.

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  6. Indicate whether or not CallRail should create a new lead in your HubSpot account when no lead is found.

    • Choose Create a new lead when no lead is found to allow CallRail to post new leads to HubSpot.
    • Choose Do not create new leads, and CallRail will only post activities to existing leads within your HubSpot account.

  7. Click Authorize once you've entered your HubSpot ID. You'll be taken to HubSpot and asked to authorize CallRail to use data from your account. We will never see your HubSpot password.

See Your CallRail Activity in HubSpot

Once CallRail adds a form submission to an existing contact or creates a new contact in HubSpot, you can view form submissions in your contact activity timeline.

  1. In your HubSpot account, select Contacts in the top navigation.

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  2. All of your contacts will be updated with any CallRail activity and the corresponding contact properties we send. You can filter your contacts based on these properties in the left sidebar.

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  3. You can also see form submission activity in each contact activity timeline. Each contact will also be updated with all contact properties we send.

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Refer to this HubSpot help article for a quick tour of contacts and contact properties

Disabling the HubSpot Integration

Disabling a company's HubSpot integration will prevent CallRail from sending campaign data to your HubSpot account. We'll keep your HubSpot credentials saved in case you'd like to re-activate your integration in the future.

  1. Click Settings at the top of the page.

  2. Choose the company whose integration you'd like to disable.

  3. Select All Integrations from the Integrations menu on the left.

  4. Choose HubSpot from the list of integrations.

  5. Select Disable Integration on the right side of the page.

  6. Click Disable to turn off your HubSpot integration.

FAQs 

Why are some HubSpot leads showing as created from an "offline source"? 

If a HubSpot contact was initially created from a call or text message, it will show as created by an offline source since the contact surfaced from a phone call or text message.

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