How to Connect OptinMonster with HubSpot

OptinMonster offers seamless integration with HubSpot email marketing service. Connecting OptinMonster to your HubSpot email list is very easy.

In this article, you’ll learn how to connect HubSpot with OptinMonster.

Before You Start

Here are some things to know before you begin:

• Our native HubSpot integration is available with a Pro or higher subscription.
• Alternatively, you can use our Custom HTML integration to add a custom HubSpot form to your OptinMonster campaign. This is available with all plans.
• Our HubSpot integration works only with Static Lists. It is not possible to add leads to a Smart List.
•  As a best practice, we recommend you also connect your campaigns to Monster Leads as a backup.

Connect HubSpot

When you create a campaign in OptinMonster that you intend to collect leads with you’ll want to integrate with one or more services to send those leads to.

To send leads to HubSpot, follow these steps:

1. Navigate to the Integrations tab in the campaign builder.
2. Click Add New Integration.
   
3. Search for and select HubSpot from the dropdown field.
   
4. Next, select the Register with HubSpot button.
   
5. A new modal window will open. If you are not already logged into your HubSpot account you will be prompted to do so now.
6. Next, select the Account within HubSpot that you would like to connect to OptinMonster.
   
7. You’ll be returned to OptinMonster after selecting the Account. Now you can add a unique label for easy identification (internal use only), then select the Connect to HubSpot button.
   
8. Once connected, select the Static email list you would like to add new subscribers to.
   
   It is only possible to select Static Lists from HubSpot. If you cannot locate the List you wish to use double-check that it is not a Smart List.
   
9. (Optional) Now you can configure additional lead options like Assigned Form.
   
10. When you’re finished, click Save.

Email Automations

To send emails automatically to new leads you’ll want to configure email automations within your HubSpot account.

The following guides from HubSpot may be helpful to get started:

• Use automation with emails
• Create automated emails to use in workflows
• How to setup automated email marketing workflows

FAQs

I’m not seeing any Lists available once I connect to HubSpot.

It’s possible only to add leads to Static Lists in HubSpot. If you cannot locate the List you wish to add leads to double-check that it is not a Smart List in HubSpot.

How do I configure single or double opt-in?

See our guide on single vs. double opt-in for HubSpot.

I’ve connected my integration and new leads are being added to my list, but OptinMonster shows 0 conversions for my campaign. Why?

Confirm that conversion tracking is turned on for the submit button in your campaign. See our guide on How to Enable Conversion Tracking.

How can I assign the lead source?

When using our native HubSpot integration, we create and pass the custom field campaign_lead_source which populates with OptinMonster.

This field does not display by default when you are viewing contacts in HubSpot. To show the field be sure to follow HubSpots’s guide to customizing list columns.

How can I identify which campaign the subscriber came through?

OptinMonster automatically creates a property value in HubSpot named “OptinMonster Campaign Name” which captures and passes thru the campaign name to HS.

For most, it will be under the custom field optinmonster_campaign_name.

If you have Custom Branding enabled for your account the optinmonster_ portion may be different.

How do I track subscriber events?

Learn more about using HubSpot’s event tracking in these guides:

• Create manually tracked custom behavioral events
• Tracking code API overview

The code for your HubSpot event tracking can be added to individual OptinMonster campaigns with the following methods:

• Using our Success Triggered Scripts feature;
• Or, use our Javascript Events API to run your HubSpot event tracking on other OptinMonster events and add the code using our Custom Javascript Tool.

Is it possible for me to add a phone field to my campaign?

Yes! You can add a phone field. Learn how to capture phone numbers with OptinMonster.

I’ve received a Proper Permissions error, what do I do?

If you receive this error it is because you do not have the required HubSpot plan to use their API.

Our native integration with HubSpot requires access to their API. HubSpot allows full access to their API only with their paid plans.

If you are using a free HubSpot account you will need to either upgrade to a paid HubSpot account or use our custom HTML integration option instead of our native integration with HubSpot.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!