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HubSpot Integration
HubSpot Integration

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HubSpot Integration

Sync with HubSpot to keep leads and their "Lifecycle Stage" up to date in Everflow and learn how to place custom code on your website that sends data to Everflow when a HubSpot form is submitted.

Overview: What This Integration Does

The Everflow HubSpot integration lets you track how your leads progress through HubSpot's "Lifecycle Stages" and tie this progress back to your marketing partners in Everflow.

For example, when a partner sends you a lead who later completes a demo and reaches the "Opportunity" stage in HubSpot, you can automatically:

  • Track this milestone in Everflow
  • Credit the partner who originally sent that lead
  • Pay commissions based on these advanced conversion points

How It Works

  1. Email Attribution: The system matches HubSpot contacts to Everflow conversions using email addresses
  2. Lifecycle Stage Tracking: As contacts move through different stages in HubSpot, these changes trigger events in Everflow
  3. Partner Credit: Your marketing partners get proper credit for leads that progress through your sales funnel

Setup Guide

1 Prepare Your Offer First, set up the offer that will track HubSpot contacts: Go to your chosen offer in Everflow Under Tracking & Control, enable Direct Linking Under Attribution, enable Email Ownership Set up the Events you want to track in Everflow (we recommend using Advertiser-level events)
2 Track Initial Leads Place tracking code on your website to record the initial lead: Add the EF.click() script to track visits. Add the EF.conversion() script to record conversions. Make sure to include the visitor's email address in the conversion script (this is crucial for the integration to work).
3 Connect HubSpot Link your HubSpot account to Everflow: Go to Integrations - CRM - HubSpot Click Connect Integration Log in to your HubSpot account when prompted
4 Configure HubSpot Once you are logged in, you can configure the integration. Select Target - choose whether to associate the integration with an Advertiser or an Offer (we recommend Advertiser). Save your settings.
5 View Your Data Once set up, you can see all your leads in Everflow: Run a Conversion Report. Filter for the offer you set up in Step 1. View how leads progress through different lifecycle stages.

Using HubSpot Embedded Forms

If you're using HubSpot's embedded forms, you'll need a special setup to capture lead data correctly.

1 Set Up Your Form Implement your HubSpot form on your website following HubSpot's documentation.
2 Add Tracking Code You'll need both the Click Script and Conversion Script: Get your Click Script: Go to Offers - Manage - Your Offer - General tab > Tracking - Click Copy the code and add it to your landing page
3 Place the Code Get your Conversion Script details: Find your Tracking Domain: Copy it from your Offer page (example: www.domain.com). Find your Advertiser ID: Copy it from the same page (example: 32). Add this code to the page where your form is located: Replace INPUT_TRACKING_DOMAIN with your tracking domain. Replace INSERT_ADVERTISER_ID with your Advertiser ID. If the above code doesn't work with your specific HubSpot form, try the version below.