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Hubspot Integration

Updated over a year ago

Introduction: This guide will help you integrate Pageport with HubSpot, streamlining lead management and communication. Follow these steps to set up the integration.

Steps:

Access Pageport Dashboard and Configure Integration

  • Log in to your Pageport account.

  • From the dashboard, click on "Settings."

  • In the "Settings" menu, select the "Integrations" tab.

  • Locate "HubSpot" and click "Configure."

  • Click "Authenticate through HubSpot."

Successful Authentication

  • Authenticate with the appropriate Hubspot account

  • You should be redirected back to PagePort and see a message that the configuration was successful

  • Congrats πŸŽ‰ you have setup your integration

Running a test

  • Create a test contact, e.g., "Donald Duck"," in HubSpot.

  • Note the newly configured custom fields:

    • Pageport URL: Displays the unique landing page URL in Pageport.

    • Template: Shows the assigned template; change it directly from HubSpot.

  • In Pageport, check your leads; "Donald Duck" is now created (may take up to 60 seconds to sync).

  • Pretend (ie incognito window) to view the page as "Donald Duck" in Pageport

Validate test in Hubspot

  • On your test contact in Hubspot ensure the Pageport Url is set

  • Template details match those in Pageport.

  • The Pageport Hubspot card shows the view count and when the page was last viewed.

Conclusion: You've successfully integrated Pageport with HubSpot. Contacts created in HubSpot will appear in Pageport, and their unique landing page URL will be backfilled. You can manage templates and view lead activity seamlessly. For any questions or issues, contact the Pageport support team for assistance. We're here to help you make the most of this integration.

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