ConvertCalculator is a powerful tool to capture leads. But what do you do after lead generation? You could follow up from your mailbox, but what if you have a sales team? Or do you want to give your sales process a little bit more structure? Then you need a CRM. Like HubSpot's CRM solution.
NB. First of all, make sure you have a HubSpot account for your business and also make sure your user profile has the appropriate rights in the HubSpot account to manage integrations.
In the editor of the calculator you want to connect, click on Settings (⚙ icon in the top right menu) and then select the "Connect" tab. There you find a "Connect" button in the HubSpot box. Click that, log in, and select the HubSpot account you want to connect.
Now it's time to sync your calculator fields to HubSpot. It's possible to create or update Contacts (update matched on email), create or update Companies (update matched on company name), and create Deals.
To sync a field, first, select a calculator element from the left-hand side.
After you've selected your calculator element, select the property you want to sync it to in HubSpot
Repeat this process for all fields you want to sync.
That's it! When a user submits a calculator, data is synced to HubSpot. Now you can follow up leads with HubSpot CRM from the generated leads you captured through ConvertCalculators lead generation calculator form.
|Field type ConvertCalculator||Field type Hubspot||Notes|
|Number||Number||If you add a number field with currency prefixes as “$” you will need to select Single-line text|
|Multiple choice||Multi-line text|
|Multiple selection||Multi-line text|
|Button group||Multi-line text|
|Table||N.a.||It is not possible to connect the “Table formula” with HubSpot, but you can connect the Variables, Formulas or elements you applied on tables cells, separately|
|Yes/No Switch||Single-line text|
|Yes/No Checkbox||Single-line text|
|Order List||Single-line text|
|File||N.a.||It is not possible to upload files into HubSpot. You are able to receive files only via submission emails.|
|Signature||N.a.||It is not possible to upload signatures into HubSpot. You are able to receive signatures only via submission emails.|
HubSpot provides a lot of properties, but if you can not find the one you want. You can create new columns or edit properties for each contact, deal, company, etc. When you are on your desired page in your Hubspot account (ex. Contacts), you can click on "Table actions"-"Edit Columns"-" Create a property".
You can sync to contacts, companies, and/or deals. If you sync properties to an object, it's created. If you do not, it will not be created, simple as that. If you decide to create, for example, a contact and a deal, the objects will be linked in HubSpot automatically.
If you want to display formulas with prefixes and postfixes, you should create and use variables to sync the raw numbers. There are also other use-cases: such as syncing static variables or making variables specifically for the integration.
If you use HubSpot's Event Tracking, you can connect the gathered data automatically by toggling on the option "Track external events" in the general settings tab (via ⚙ icon in the top-right menu).
There can exist scenarios where syncing doesn't work. This happens if certain field types are not accepted in HubSpot. You can inspect any errors by navigating to the submissions dashboard (☰ in top right menu -> Submissions) and clicking on the ⚡ icon.