Setup
Our initial release of the HubSpot Forms based integration is fairly simple and leverages the un-authenticated features of HubSpots API and it's built in forms.
For anyone desiring technical insight, we are using this method to send data over to HubSpot. The beauty with this approach is it's very simple to get up and running. To get started, log into your RaiseDonors account -> Admin area -> integrations tab. Then click "setup" for HubSpot Forms.
Step 1
Enable the integration.
Step 2
Provide your Portal ID from HubSpot. You can locate the portal ID by logging into HubSpot and looking at the top right of your screen.
Step 3
Provide a default Form GUID, which can be found here. This is your default form to send data from RaiseDonors into HubSpot. You can customize this per page using RaiseDonors' page builder.
Step 4
Provide your Tracking Code, which can be found here. This script will be included on each of your donation pages at RaiseDonors.
You're finished completing the integration of all the donation pages in RaiseDonors into HubSpot!
Further customizations
You can go into any page editor in RaiseDonors and provide a specific Form Guid from Hubspot. This allows greater control and flexibility to target a specific HubSpot form from individual pages in RaiseDonors. You can optionally override the form guid for recurring donations.
Mapping
We currently use the following naming convention for the Form Field Names. The following Hubspot form field names are specified in RaiseDonors and not adjustable. If your custom form in HubSpot has different form field names, consider these two options:
- Rename the form field names in your HubSpot form to align with the form field names documented below.
- Leverage the customized approach to add your HubSpot form field names and/or additional form field names not present in the list below.
Please note, Hubspot recently upgraded their API. This may impact your integration. Hubspot now requires every field/data value being sent to a Hubspot form, to have a submission field in the form.
Read more about this change here.
Today, HubSpot’s Forms APIs do not require that submission field values are declared ahead of time as fields on the form before submitting data to the API.
From March 21st 2022 we will be rejecting any form submissions that submit fields that aren’t present on the form and submissions that are missing fields that are required on the form.
| HubSpot form field name | RaiseDonors data field name | |
| Always included | ||
| firstname | Donor.FirstName | |
| lastname | Donor.LastName | |
| Donor.Email | ||
| donation_amount | Donation.Amount | |
| donation_date | Donation.DateCreated (UTC) | |
| address | Donation.Billing.Address1 | |
| city | Donation.Billing.City | |
| state | Donation.Billing.State | |
| zip | Donation.Billing.PostalCode | |
| country | Donation.Billing.Country | |
| donation_page_referral_url | Donation.ReferralUrl | |
| donation_page_url | Donation.Url (clean/landing url) | |
|
donation_page_raw_url |
Donation.RawUrl (unmodified url when landing on donation page, with all parameters) | |
| donation_recurringiterationnumber | Donation.RecurringInstance# | |
| context |
The following data is merged together and sent as one data item, per Hubspot's integration requirements.
|
|
| Optionally included, if available | ||
| phone | Donor.Phone | |
| company | Donor.OrganizationName | |
| message | Donation.Comment | |
| motivation_code | Donation.MotivationCode | |
| source_code | Donation.SourceCode | |
| utm_source | Donation.Utm_Source | |
| utm_campaign | Donation.Utm_Campaign | |
| utm_medium | Donation.Utm_Medium | |
| utm_content | Donation.Utm_Content | |
| utm_term | Donation.Utm_Term | |
| If a product is included | ||
| product_code | Donation.Campaign.ProductCode | |
| product_name | Donation.Campaign.ProductName | |
| product_fmv | Donation.Campaign.FMV | |
| shipping_fname | Donation.Shipping.FirstName | |
| shipping_lname | Donation.Shipping.LastName | |
| shipping_address | Donation.Shipping.Address1 | |
| shipping_city | Donation.Shipping.City | |
| shipping_state | Donation.Shipping.State | |
| shipping_zip | Donation.Shipping.Zip | |
| shipping_country | Donation.Shipping.Country | |
| Custom fields (if present) | ||
| Your custom field name | Your custom field value | |
| Want to add more? You can! Check out our customized HubSpot javascript solution. |
||
What is hutk?
Regarding the hutk field being sent to HubSpot, it must be present in the users cookie collection before arriving on a Raisedonors donation form. The hutk field is a cookie that HubSpot creates for lead activity tracking. Generally this comes from a landing page in HubSpot. When that cookie is present in the donors browser, RaiseDonors will search for that cookie ('hubspotutk') and then send it along to HubSpot as part of the integration. If that cookie doesn't exist, the hutk field is not sent to HubSpot.