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Integrate Hubspot Form with Lasso

Integrate Hubspot Form with Lasso

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Need-to-Knows about Integrating Hubspot Form with Lasso

Building an online form (registration page) in Hubspot involves creating a landing Page and form. The order in which you create the landing page and form does not matter. If you create the landing page first, you will have an opportunity to create the form later and vice versa. The following instructions begin with creating the form.

Your Lasso Client Director will provide you with a Data Collector Client ID, username, and password. You will need this information in order to create a Webhook that will post lead capture data to your Lasso project. A WebHook is a push notification from the Hubspot server to Lasso. Every time someone submits a form on your Hubspot registration page, the WebHook will post the data to your project in Lasso. You will also need your Lasso Project ID and a list of the accepted field names.

Also, please refer to Accepted Field Names for instruction on naming fields.

Note: For HubSpot Marketing Free or Starter customers, it is not currently possible to create a follow-up email for form submissions in HubSpot. However, if you integrate your Hubspot account with MailChimp (you must have a MailChimp account), you can set up an email responder in MailChimp. For more information, please refer to the Hubspot articles:

Create Form

1 - Make sure you have the following information before you begin:

  • Data Collector Client ID
  • Username and password
  • Lasso Project ID
  • Accepted Field Names

Warning: Please ensure that your password does not contain special characters as this will result in an error.

Note: Your Lasso Project ID can be found in the Project Admin Center under View Registration Page.

2 - Log into Hubspot.

3 - Click on Contacts and select Forms from the dropdown.

4 - Click on Create New Form.

5 - Enter a Name for your form in the space provided.

6 - Click on Create form.

7 - Default form fields are First Name, Last Name, and Email. In addition to other fields you may want to add, you need to add a hidden Lasso Project ID field. To add more fields, click on the Fields tab.

Note: All fields on the form must map to fields in Lasso. Questions that you add to the form will be automatically created in Lasso’s Question Center and mapped accordingly. Once you created your form and it is submitting data successfully, you will see a new section in the Question Center entitled HubspotQuestions. This will contain the questions you added to the form along with a Registration Page question which will identify the page in the Registrant Profile.

Warning:

  • Mapped field names: Please do not change the mapped field name that is created by default as this may result in a transmission error. Field names must not  contain, spaces, brackets, or casing. For example, the field name for Primary Email should be primary_email, Home Phone should be home_phone, etc. Please refer to Field Names Accepted by Lasso When Submitting Registrations via Hubspot for acceptable syntax.
  • Multi-select answers:  If you create a field with checkboxes on the form and the first registrant who submits the form responds with only one answer, the question will be created as a single-answer question type. You will need to go into Lasso’s Question Center and change the Question Type to Checkboxes. If the first form submission contains multiple answers to the question, it will be added to Lasso as a multiple-answer question type.

Note: If you want to populate questions that already exist in Lasso, you will need to know the Lasso Question IDs. For the Field Label, use the format ‘question_XXXXX’ with XXXXX being the Lasso Question ID. (See Note in Step #19 for instruction on where to find Question IDs.) When adding the answers on the form, ensure that they match the answers in Lasso exactly, including case.

Example:

Let’s say the question ‘Are you working with a realtor’ is already set up in Lasso, and the answers are ‘Yes’ and ‘No’. If the Lasso Question ID is 31879, the Question’s Field Label would be question_31879 and the answer values would be ‘Yes’ and ‘No’. The answers would not populate into Lasso if they were ‘yes’ and ‘no’.

8 - Click on Contact Information to view the fields that have already been set up.

9 - With the exception of the default Phone Number field, click on a field in the Contact Information list to add it to the form. Proceed to Step 9 to add a Phone Number field. To create additional fields other than Phone Number, proceed to Step 12. If no additional fields are needed, skip to Step 14.

10 - Do not use the default Phone Number field in Contact Information. The data will not be submitted from the form to Lasso via this field. To create a Phone Number field, click on Create new.

11 - In the Label field, enter Home Phone. The Name field should automatically populate with home_phone. Ensure that this is the case.

12 - Click on Save field.

13 - To create additional fields, click on Create new.

Note: To make a field required, click on the star to the right of the field name. When the star is blue, it indicates that the field is required and a Registrant must complete it in order to submit the form. When the star is grey, the field is not required for submission. Click the star to change either way.

14 - In the Create New Field window, add and save new fields as needed.

15 - Once all the necessary Contact Information fields are on the form, you need to add a hidden  Project ID field. If there is a Project Id field in the Contact Information list, click on it to add to the form. If not, create the field by clicking on Create new as in Step 9, entering project_id in the Label field, and selecting Single-line text as the Field Type.

16 - Click on Save field.

OR

17 - After adding the Project ID field to the form, hover over it with your mouse in the list of Default Questions and click on the pencil that appears. This will allow you to hide the field and add the Project ID value.

18 - Check the box beside Make field hidden.

19 - In the Default Value field, enter the Lasso Project ID.

20 - If your form is complete, click on Done Editing, and skip to Step 27. If you would like specific sales reps to receive the form submissions (i.e. put specific sales reps in Sales Rotation in Lasso), continue to the next step.

 

Note: Find the Lasso Project ID and Question IDs by clicking on View Registration Page Code in the Project Admin Center. If you do not have access to the Project Admin Center, please contact your Lasso Client Director, who will be able to provide you with the Project ID.

 

21 - To assign the Hubspot registrants to specific Sales Reps, Sales Rotation must first be set up in Lasso’s Project Admin Center with a Page Name and Identifier. Please refer to instructions for assigning rotation for multiple registration pages. You will need the Page Name for the next step.

22 - Once you have set the Page Name in Lasso, you need to add it as a hidden field on the form called Registration Page Identifier. If there is a Registration Page Identifier field in the Contact Information list, click on it to add to the form. If not, create the field by clicking on Create new, entering registration_page_identifier in the Label field, and selecting Single-line text as the Field Type.

23 - Click on Save field.

24 - After adding the Registration Page Identifier field to the form, hover over it with your mouse in the list of Default Questions and click on the pencil that appears. This will allow you to hide the field and add the Page Name value.

25 - Check the box beside Make field hidden.

26 - In the Default Value field, enter the Page Name to match the entry in Lasso’s Project Admin Center in Sales Rep Rotation.

27 - Click Done Editing.

28 - Click on Save Form. Note the symbol to the left of the star indicating the fields that are hidden.

Add Webhook

1 - The next step is to add a WebHook that will push the data to Lasso. This is where you will need your Data Collector Client ID, username, and password to create a URL. Click on Contacts and select Workflows from the dropdown.

2 - Click on Create new workflow.

3 - In the Create a new workflow window, leave the default of Standard selected and click on Create a new workflow.

4 - In the field that appears, select Submit the form in the dropdown.

5 - In the Select a form field that appears, select your form.

6 - Click Save.

7 - Click on Add action.

8 - In the Select an action field, select Trigger a webhook from the dropdown.

9 - Select POST in the dropdown.

10 - Check the box beside Use Authentication?.

11 - In the Enter username and Enter password fields, enter the username and password provided to you by your Client Director.

Example:

Username=regpage

Password=regpage123

12 - In the Enter webhook URL field, enter the following using the Data Collector ID provided to you by your Client Director

https://webhook.lassocrm.com/api/clients/<Data Collector Client ID>/leads/hubspot

Example:

Client ID=40

https://webhook.lassocrm.com/api/clients/40/leads/hubspot

Note: Ensure that the protocol is https (secure) and not http (unsecure).

13 - Click Save.

14 - Click the OFF button beside Work is inactive to activate the workflow. It will turn to ON and indicate that the Workflow is active.

Create Landing Page

1 - Now, you will need to create your landing page (if you have not already done so). Go to Content and select Landing Pages from the dropdown.

2 - Click on Create a new page.

3 - Select a template in the Templates list that has Form in the title and then click Get this template.

4 - Enter a name for your registration page in the space provided and click Create.

5 - Edit the page using the tools provided. Clicking on content on the right will select it for editing on the left. Click on Tutorial for further instruction.

6 - Click on the form on the right to select it for editing on the left.

7 - Under Form, select the form you created from the dropdown.

Note: If you have not created your form, click on the form on the right and click on Add new…, enter a name for your form in the popup window, and click on Create a form.

8 - The form you select will replace the existing form.

9 - Make any other changes to the landing page as necessary, such as including a Redirect to another page or Show an inline thank you message, Form Submission Notifications, or Social Sharing.

10 - Once your registration page is ready for testing live, click on Publish.

11 - Go to the form URL and submit a test to ensure that the form is correctly integrated with Lasso.

 Note:  For information on filtering out Spambots, please contact Hubspot.