How to integrate SAS with HubSpot
HubSpot is an online marketing system that enables you to keep track of all new marketing leads submitted by your customers, whether online or via phone. If your business uses this software, integrating your account with the HubSpot app in the portal will automatically push data from your calls into your marketing lists. This eliminates the need for you to do double the work, converting messages into HubSpot entries.
In this article we'll discuss:
Connect HubSpot with Your SAS Account
Setting Contact Data Parameters
If Send call data on behalf of email provided by caller. is chosen, leads will be created under the email address the caller provides. Note that if the caller does not provide an email address, data will be sent from firstname.lastname@example.org by default.
If Send call data from email@example.com is chosen, leads will be created under the email address firstname.lastname@example.org.
If Send data from email address is chosen, leads will be created under the static email address you enter.
If Don't update existing contacts. Create new ones. is chosen, SAS will look for an email match in your HubSpot installation. If there is no match, it will create a new contact. If there is an email match, it will do nothing.
If Update contacts by overwriting any data with details from SAS. is chosen, SAS will look for an email match in your HubSpot installation. If there is a match, it will overwrite any existing customer data with data we've received from the call.
If Update contacts by appending details from SAS without overwriting existing data. is chosen, SAS will look for an email match in your HubSpot installation. If there is a match, it won't overwrite data but will add any new details received.
Create Your Lead Setup
Once the configurations are set, you'll need to create the content of the lead we'll be starting in HubSpot.
Keep in mind that you can build a separate integration for every script path, each with their corresponding step labels.
Click and drag the variables from the left side to the box on the right.
HubSpot Custom Mappings (Optional)
Once the data section is complete, you can map your call data directly to specific HubSpot fields by adding Custom mappings.
SAS will allow you to use specific SAS script variables to populate HubSpot's lead fields. If you select SAS, the second column will allow you to select a script variable.
Text gives you the option to type your own static data rather than using SAS variables. If you select Text, the second column will be a blank box where you can type specific information.
The Object drop down gives you only one option, Contact.
The Type drop down gives you options for Contact Information or Social Media Information. Selecting either option will bring up the default fields for that contact type.
The last drop down will display the Standard fields within your HubSpot setup.
Integrate HubSpot into Your Script
With all of your integration settings complete, you'll need to add the integration into your SAS script.
NOTE: Some integrations and access to external websites are restricted to designated operator distribution groups. If you are adding either to your script, please reach out so we can make sure your account is assigned to the proper distribution.