Connector Guide: Send NetLine Leads to HubSpot

Overview

1. Create a form in HubSpot to serve as the entry point for your NetLine leads.
2. Copy the form’s details (Portal ID & Form GUID) from HubSpot.
3. Add the HubSpot form URL into NetLine as a connector.
4. Map fields between NetLine and HubSpot so data matches correctly.
5. Send a test lead to confirm the integration is working.

Step 1: Get HubSpot Form Details

1. Open hubspot.com and log in with your account credentials.
2. Once logged in, you’ll land on your HubSpot Dashboard.
3. From the left-hand sidebar menu, click on Marketing → Forms.
4. Click on Create Form in the top-right corner or use the already existing one.
5. Select a form template and you’ll be taken to the Form Creation page.
6. NetLine connects to HubSpot by sending leads into a HubSpot form. To make this work, you’ll need two pieces of information from the form you just created.
   1. Portal ID – This is your HubSpot account ID.
   2. Form GUID – This is the unique ID of the specific form.
7. On the form settings screen, locate the Portal ID and Form GUID:
   1. Example:
      1. Portal ID: 243711683
      2. Form GUID: cddbdd92-78f5-406a-943b-91f6e284f033
8. Copy these values and save them safely. You’ll need them in the next step when setting up the connection in NetLine.
9. Once done, click Review and Publish to make your form live.

Step 2: Login To NetLine Portal

1. Open portal.netline.com and log in with your account credentials.
2. Once logged in, you’ll land on your NetLine Dashboard.
3. From the left-hand sidebar, click on Campaigns.
4. From the list of campaigns, choose the one you’d like to connect with HubSpot.
5. After setting up the campaign, click on Fulfillment in the left-hand menu (under Campaigns).
6. Go to the Connector Fulfillment section.
7. Toggle Enable Connector to Yes.
8. In the Connector Type dropdown, select HubSpot.
9. Click Edit/Setup — this will open a popup window with configuration settings.
10. In the Config Settings section, find the URL field.
11. Here you can see the HubSpot form submission URL in the following format:
    1. https://forms.hubspot.com/uploads/form/v2/[portal_id HERE]/[form_guid HERE]
12. Replace:
    1. [portal_id HERE] with your HubSpot Portal ID
    2. [form_guid HERE] with your HubSpot Form GUID
13. The final URL will look something like this: https://forms.hubspot.com/uploads/form/v2/243711683/cddbdd92-78f5-406a-943b-91f6e284f033
14. Now that we’ve entered the correct HubSpot form URL, the next step is to map the NetLine fields with the corresponding HubSpot contact properties. This ensures that whenever a lead is captured in NetLine, the data flows into the right fields in HubSpot (e.g., First Name, Last Name, Email, Company, etc.).

Step 3: Map Fields

1. For mapping the fields from HubSpot to NetLine fields, follow the steps below:
2. From the left-hand sidebar menu, click on CRM → Contacts.
3. In the top navigation bar, click on Actions and then select Edit Properties.
4. You will land on this page.
5. Search for the property you want to map. For example, search for the field called First Name. From the results table, click on First Name.
6. On the property details screen, copy the Internal Name. In this case, it is firstname.
7. Paste this Internal Name into the corresponding field in the NetLine Portal.
8. Repeat the same process for all required fields.
9. After filling in all the necessary fields, click Submit.
10. Now the HubSpot connector has been successfully added.

Step 4: Test The Connection

1. To test the connection, click on Send Test.
2. A confirmation window will appear with all the fields you have mapped. Note: The default sends 5 test leads, but you can deselect the checkboxes at the top if you want to send less.
3. Click on Submit.
4. After submitting, you should see the test contact appear in your HubSpot Dashboard.

Still Need Help?