How to Integrate with HubSpot
Prefinery works great with HubSpot, allowing you to seamlessly sync data between the two platforms to engage and manage your users from both ends.
Here are different ways on how to do so:
Syncing your Prefinery project with your HubSpot CRM
Using integration tools
Prefinery supports integration with HubSpot via 3rd-party integration tools so you can send data from your Prefinery campaign to your HubSpot account.
As an example, you can use Zapier to integrate both apps so that for every new user in Prefinery a new contact is created in HubSpot.
You can find more information and individual guides about these different integration tools that you can use to connect both services with each other here: Integrating Prefinery with Other Apps
Below is the list of integration tools that supports both Prefinery and HubSpot:
There are also tools like Segment that can be used to push Prefinery data to HubSpot by simply installing scripts on your Prefinery project to track form conversions (user signups).
Using API and webhooks
Our API and webhooks, as already internally utilized by the above tools, can also be used directly if your team would rather setup your own in-house integration, or write your own API requests over the default actions of integration tools especially if the action isn't supported by the tool yet.
As an example, some of the integration tools above may not have support for a Referral Created Prefinery trigger where you may want to tell HubSpot "hey, it was user A who referred user B just now" so that you can set user A as the value of perhaps a custom "Referrer" field in user B's contact record.
In this case, you can use our Referral Created webhook to listen and capture the event in your in-house integration or via an integration tool's custom webhook endpoint as described here: How to use webhooks?
On the action side, some of these tools may not have support for an Update User action step where you may want to update the user in Prefinery if they've been updated in HubSpot. In this case, a testers#update API call can be used to update the user in Prefinery. This and other API requests can also be used with no-code integration tools that supports them.
Syncing Prefinery user's sent email history to their contact record in HubSpot
HubSpot gives you a BCC address that you can use to attach external email history to the user's record in the CRM. This can be helpful if you want to track with HubSpot the emails the user is receiving from Prefinery.
You can, for example, add this address to the Bcc field in your Prefinery emails' message setting. To do so, from your project dashboard go to Email > Messages then edit the email message you want to set it as Bcc to. While editing the email message, go to its Settings tab, click on Advanced settings, paste in the BCC Address you copied from HubSpot, the Save your changes.
For more information about this feature, please refer your HubSpot's guide here: Log email in your CRM with the BCC or forwarding address
Installing the Prefinery signup form on your HubSpot page
If you're using HubSpot landing pages, you can install your Prefinery signup form on it following our guide here: How to Install the Signup Form on HubSpot Landing Pages