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.’
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.
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.’
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.
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.
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:
Step 4: Click’ Assign.’
Step 5: Click’ Save.’
You have successfully connected Picreel with Hubspot.