How to Integrate Picreel With HubSpot

 

Connecting Picreel with Hubspot lets you add a contact to a specified list in Hubspot automatically when a new lead is generated in Picreel.

 

Benefits of connecting Picreel with Hubspot:

 

1. Track and organize your sales pipeline

2. Monitor your campaign performance

3. Get valuable insights about user activity

 

To connect Picreel with Hubspot:

 

Step 1: Log in to your Picreel account.

 

Step 2: Go to Leads and click on ‘Mail Apps.

 

Navigating to Mail Apps from the dashboard

 

Step 3: Click on Hubspot, and a form field will appear,

 

  • Enter the Portal ID and Form ID.

  • Select your campaign.

  • Enter Tag ID

  • Click on ‘Assign.

  • Check the ‘Live export after submit’ box.

 

Picreel-HubSpot integration window

 

Step 4: Click on ‘Save.

 

To get your HubSpot IDs:

 

Step 1: Log in to your HubSpot account.

 

Step 2: If you want to send your new leads in real-time to HubSpot, you need to create a form. Go to ‘Contacts’>> ‘Forms.

 

Going to Forms in your HubSpot account

 

Step 3: Click ‘Create new form’ on the top right side of the screen.

 

Step 4: Enter the name of your form, and manage the necessary fields.

 

Creating a new form

 

Step 5: Navigate to the Embed category. There you will see the snippet code. Scroll it down and find “portalld” and “formId.” These are your Portal ID and Form ID, respectively.

 

Copying the formId and portalId

 

If you need to connect to only one specific campaign, please, consider the following:

 

Step 1: Open your HubSpot integration window in the Picreel account.

 

Step 2: Below the Portal ID and Form ID, there is a dropdown menu. Choose the campaign that you want to connect:

 
Filling the form ID, portal ID, and Tag in the Integration Window
 
Step 3: In the ‘Tag’ field, you need to indicate your Portal ID and Form ID in this way: portalid;formid. So, copy your Portal ID in the field. Then, put a colon. And, paste your Form ID. No spaces.
 

Step 4: Click’ Assign.

 

Step 5: Click’ Save.

 

You have successfully connected Picreel with Hubspot.

 

 

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