Connect WhatConverts to HubSpot

Connect WhatConverts to HubSpot through Zapier to automatically sync lead data and sales information between the two platforms.

Before You Begin

To set up this integration, you will need:

A HubSpot account
A Zapier account
Your WhatConverts API key:
- For Master Account integrations: Generate a Master API Key
- For Profile integrations: Generate a Profile API Key

Enable the HubSpot Visitor ID

WhatConverts can capture the HubSpot visitor ID (the hubspotutk cookie) from visitors on your website and include it with your lead data. This is not a direct integration with HubSpot. Enabling it does not send or receive any data from your HubSpot account. It only allows WhatConverts to capture the visitor ID value so you can use it in your Zapier workflows when you send data back to HubSpot.

To enable the HubSpot visitor ID:

Log in to WhatConverts and select the profile you want to enable it for.
Go to "Tracking" then "Integrations".
Under "CRMs", find the HubSpot card.
Click "Connect".

Once enabled, the HubSpot visitor ID is available in your data for leads captured after the setting was turned on. Existing leads are not backfilled.

Passing this value to HubSpot when you create or update a contact lets HubSpot associate the contact with that visitor's tracked activity, rather than relying on an email match alone.

Connect HubSpot to Zapier

To connect your HubSpot account to Zapier:

When setting up your first HubSpot step in a Zapier workflow, you'll be prompted to connect your account.
Click "Sign in to HubSpot".
Log in to your HubSpot account to authorize Zapier.
Select "Allow" to grant Zapier access.
Your HubSpot account will now be connected and available for all your Zapier workflows.

Create a Custom Property in HubSpot

To create custom properties in HubSpot for storing the WhatConverts Lead ID:

Log in to HubSpot
Go to "Settings" (gear icon)
Navigate to "Properties"
Select "Contact Properties"
Click "Create Property"
Name the property something like "WhatConverts Lead ID" or "Lead ID"
Set the field type to "Single-line text" or "Number"
Save the custom property

This custom property will be available for mapping in your Zapier workflows.

Understand the Data Flow Options

The HubSpot integration supports bidirectional data flow through separate Zapier workflows:

From WhatConverts to HubSpot

Send new lead data from WhatConverts to create contacts in your CRM
Keep your sales team updated with fresh leads from your marketing efforts
Store the WhatConverts Lead ID as a custom property in HubSpot for future updates

From HubSpot to WhatConverts

Send deal values and sales data back to WhatConverts when deals close
Track revenue attribution to understand which marketing sources generate the most valuable customers
Update existing leads in WhatConverts with sales information from your CRM

Set Up Your Zapier Workflows

The HubSpot integration requires separate Zapier workflows for each type of data you want to sync. Choose which workflows you need based on your business requirements:

To send data FROM WhatConverts TO HubSpot

Follow the step-by-step instructions in the Send Leads from WhatConverts to HubSpot article to create the lead-to-contact workflow

To send data FROM HubSpot TO WhatConverts

Follow the step-by-step instructions in the Send Quote and/or Sales Value from HubSpot to WhatConverts article to create the sales tracking workflow

Test Your Connection

After setting up your Zapier workflows:

Create a test record in the source platform (lead or contact update, depending on your workflow).
Verify that the Zapier workflow triggers and completes successfully.
Check the destination platform to confirm that the data was created or updated with the correct information.
Review the Validate and Troubleshoot Your HubSpot Integration article if you encounter any issues during testing.

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