- In this quick video,
I will show you step-by-step on how to pass leads
from an Unbounce page to your HubSpot CRM.
I will cover how you can pass not just name and email,
but also UTM parameters.
Let's get started.
So the first thing you need is a form in HubSpot.
You can easily come in here
and click the create form button,
and select regular form.
Click next at the top right.
And then just choose a blank template to begin with.
So on the right side, you have the actual form,
and on the left side, you have all the elements
which you can use in order to populate your form.
So for example, if I want to capture first name and email,
then I'll drag first name, last name, and email.
And, there's obviously other fields,
if you want, you can drag them over,
but for this test, I'm gonna keep it simple
by just including first name, last name, and email.
Before I save this form, I'm gonna rename it
so that I can find it easily in Unbounce.
So I'm going to call this HubSpot Form Test.
Once I click enter, it will save, because everything,
whenever you make any changes, are auto-saved.
So I'll head over to Unbounce now
and start with a blank page.
So in Unbounce, I'll create the exact same form.
Drag the form element.
Click first name, last name, and email.
Click done,
resize it,
save,
and let's head over to our form settings.
So as you can see here, if I click integrations,
nothing's configured yet, but if I click on HubSpot,
it will show me the HubSpot form, which I've created.
I've already linked my Unbounce to HubSpot,
but if you don't have it linked,
you can easily click or follow these steps.
It's very easy, you can just click connect to HubSpot,
and it'll take you to a login screen
where you can just have to enter your login details
and select the account which you want to configure.
So let's add this integration.
So if I click on HubSpot,
and choose my HubSpot Form Test
as the form where I want to send the leads,
I'll click continue.
And then I will click this button, configure field mapping.
This is where exactly you will configure
which fields from Unbounce should end up in HubSpot.
So for example, we have first name,
and then we want to map this to first name as well.
Last name, last name is correct.
Email, and email address.
So if you want, you can obviously map some more elements,
but in this video, I'll just focus on first name,
last name, and email.
Once I click save, it'll set up the configuration.
I'll just publish my page now.
I'll rename this to HubSpot Test.
Now I can publish.
So here I can see my published page.
And let me add a test record.
As you can see, the form has been submitted.
Let's head over to HubSpot and check
whether the lead was transferred over to HubSpot
In HubSpot, click contacts.
And here you can see at the top, we have Clark Kent,
and this is the account, or this is the lead,
which I just passed over.
So that confirms that our Unbounce
to HubSpot integration works.
In case if you want to add more fields, for example,
like UTM parameters, you can easily do that.
All you have to do is include them as part of your form.
So for example, I have a different test form here
called Unbounce Test Form.
And in here, I would define those parameters
as hidden fields.
So all you have to do is drag a single input field,
which is this one single line text.
And then just make this as a hidden field.
If you head back to our Unbounce account,
let's now connect the Unbounce Test Form
and pass these UTM parameters.
First, we need to define UTM parameters
on our Unbounce form.
Let's do that.
So I've added all the UTM parameters on our Unbounce form,
and I'm going to now save and publish.
If I go back to my settings,
I'll now re-link this form to a different form
which has UTM parameters.
So I'll click integrations,
click on HubSpot,
and then remove this integration.
Now, I'll choose a different form which has UTM parameters,
which is called Unbounce Test Form.
I'll click configure field mapping.
Here, I'm gonna re-link first name to first name,
last name is linked to last name,
and as you can see here,
all our fields are automatically mapped
because they match the exact text,
and they are hidden fields, so if I click save now,
the mapping should work.
So let's have a look.
I'm going to go to Google's campaign builder.
And as a test, I'm gonna go copy this URL
with all the UTM parameters, or some of them,
and click enter.
So that way now,
these UTM parameters are passed over to the page,
and from Unbounce now, if I fill this form,
and click the form button or the submit button,
it goes to a Thank You page.
And let's head over to HubSpot now.
Right-click contacts.
I can see Bruce Wayne has been added,
but let's check the UTM parameters.
So if I click view all properties,
and search for UTM,
as you can see, UTM source, UTM banner, and UTM campaign
has been mapped and filled over,
because those are the three properties
we actually sent from our URL.
That's it guys.
I hope you can now easily pass data
from Unbounce to HubSpot.
If you think this video was useful,
please give it a thumbs up.
Also, if you like learning about landing pages,
marketing automation, and SAS tools,
please check out my other videos on these topics.
Thank you for watching this video.
I'll see you in the next one.