Hubspot integration

We integrate with Hubspot through our Zapier App on the Zapier platform. You can use Zapier to Send leads from Hubspot into the Keen platform, or automatically forward new partner-generated leads into your Hubspot CRM from Keen.

Contents

Requirements

Here you can find a list of the requirements to make the integration work.

  • Keen account

  • Zapier account 

  • Hubspot account

Templates

Here you can find all the templates so you don’t have to create them from scratch.

  • Zapier zap - Forward lead from Hubspot to Keen by adding a contact to a list

  • Zapier zap - Forward lead from Hubspot to Keen by filling a Hubspot form

  • Zapier zap - Forward lead from Keen to Hubspot

Forward leads from Hubspot into Keen

You can choose to create a lead in Hubspot in many different ways, which will be forwarded to Keen, due to our Zapier application. We do though have two methods that we have tested and know that works. We recommend that you use one of those methods.

A. Add contacts to a list to create a lead

This guide shows you how to forward leads from your Hubspot CRM to the Keen platform.You can find the template for the below zap here.This method is great if you have employees internally who refer customers to your partners, for example, customer success and customer support staff.Create a list for each partner you want to send leads to. The list has to be contact based and we recommend making it “Static”

Picture of the creation of lists

When you have made all the partner lists that you need, you can find them on each contact on the right side of the Hubspot platform. This is where you need to add the contact to the specific partner list when you want to forward a lead to that partner.

Picture of the right side of each contact in Hubspot, where you can add the contact to a specific list

Picture of what it looks like when you have added a contact to a list

You have now taken the necessary steps in Hubspot. Now you need to go to Zapier to create the Zap that moves the lead data from Hubspot to Keen.

Picture of the first step in the Zap

The first step is the trigger in Zapier. You should choose the Trigger event to be “New Contact in List” and the contact list has to be the specific partner list of your choosing.

It is important that you use the “Additional properties to retrieve” and retrieve “Contact information: Primary Associated Company ID”. This is necessary to retrieve the company name.

Picture of the second step in the Zap

The event of the second step is “Get company”. Under action, you have to fill out the company ID with “Contact information: Primary Associated Company ID”

Picture of the third step in the Zap

The third step is creating the lead on the Keen platform. Here you need to fill out the data that you want to forward. The last step is to choose the channel that you have created on the Keen platform with your partner.

When you have tested the Zap and published it, everything should be ready to work. Try to send a few leads through, by adding them to the list and make sure that everything works.

Picture of the lead data forwarded to the Keen platform

B. Fill form submissions to create a lead

This guide shows you how to forward leads from your Hubspot CRM to the Keen platform.

You can find the template for the below zap here.

Another way to forward leads to your partner is to fill out a form in Hubspot. This method can be used both internally and for your customers to fill out themselves.

First thing to do is to connect with your partner on Keen and create a channel between both of you.

Second you have to create the form in Hubspot that you want to be used to generate a lead.

The next step is to open your Zapier account and create a new zap.

Picture of the first step in the Zap

The Trigger of the Zap has to be “New form submission” and you need to choose the form that you have created for the specific purpose.

Picture of the second step in the Zap

On step two the event has to be “Create lead” on the Keen platform, and then you fill out the data that you want to forward from Hubspot to Keen. Remember to choose the channel that you and your partner share.

You know have to test the Zap and make sure that everything works correctly. Try to fill out the Hubspot form to see if the lead is forwarded.

Picture of the lead forwarded to the Keen platform

Forward leads from Keen into Hubspot

This guide shows you how to forward leads from the Keen platform into your Hubspot CRM.

You can find the template for the below zap here.

Start by going to your Zapier account and create a new Zap.

Picture of the first step in the Zap

You’ll start by choosing Keen as the trigger and the event has to be “New lead”, and after you choose the channel from which the lead was created.

Picture of the second step in the Zap

In the second step of this zap, we are creating a contact in Hubspot and filling out the lead data.

Picture of the third step in the Zap

In the third step, we create the company with the company name from the lead data.

Picture of the fourth step in the Zap

In the fourth step of the zap, we create an association between the newly created contact and the company in Hubspot. We do this to have the connection between them, and to have as clear data as possible.

Picture of the fourth step in the Zap with details of how to fill it out.

In the above picture, you can see a detailed picture of how to fill out the fourth step.

Picture of the fifth step in the Zap

In this example, we add the new contact to a list in Hubspot made specifically for leads received from the specific partner. We recommend using this or another method, to keep track in your Hubspot on which each partner has referred leads.

Picture of the sixth step in the Zap

In this example and template we “created an engagement” and chose it to be a task. We then filled out the information in the task from the data of the lead and added the right internal employee to do the task.

When you create the Zap to receive a lead from Keen to your Hubspot, you’ll have a lot of options for actions, like:

  • Adding specific owners on the new lead

  • Create tasks for the right salespeople

  • Add a deal automatically when the lead is received

  • Add the contact to an email automation right away

The opportunities are endless and you just have to figure out what process is the most optimal for you.