{"id":14505,"date":"2022-07-13T21:42:31","date_gmt":"2022-07-13T21:42:31","guid":{"rendered":"https:\/\/commandcenter.netline.com\/?p=14505"},"modified":"2022-11-03T15:56:10","modified_gmt":"2022-11-03T15:56:10","slug":"netline-portal-how-to-connecting-to-hubspot","status":"publish","type":"post","link":"https:\/\/commandcenter.netline.com\/index.php\/2022\/07\/13\/netline-portal-how-to-connecting-to-hubspot\/","title":{"rendered":"NetLine Portal How To: Connecting to Hubspot"},"content":{"rendered":"\n

For marketers looking to instantaneously transition their qualified leads into middle-bottom funnel marketing tracks, establishing a connector to the Portal makes it seamless. (Not to mention, you can surprise and delight your sales team with endless reporting on how content syndication is filling their pipeline \u2014 nice.)<\/p>\n\n\n\n

Connecting to the NetLine Portal with just about any CRM or MAS of your choice is pretty easy. One of the most popular tools across the digital marketing landscape, HubSpot has thousands of customers looking to connect to the Portal and load their sales pipeline with leads they\u2019ve generated through content syndication on our lead generation network.<\/p>\n\n\n\n

Connecting HubSpot to the NetLine Portal in 4 Easy Steps<\/strong><\/h2>\n\n\n\n

Connecting NetLine to HubSpot takes only 3 minutes! Let\u2019s get started.<\/p>\n\n\n\n

Step 1: Setup Your Lead Fulfillment<\/strong><\/h3>\n\n\n\n

To connect your account, select HubSpot from the Connector Type<\/strong> dropdown menu, followed by clicking Edit Setup.<\/p>\n\n\n

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\"Hubspot<\/figure><\/div>\n\n\n

Step 2: Add HubSpot Post URL<\/strong><\/h3>\n\n\n\n

When looking at the URL field, you\u2019ll notice that the standard HubSpot Post URL (pasted below) will already be pre-populated:<\/p>\n\n\n\n

https:\/\/forms.hubspot.com\/uploads\/form\/v2\/portal_guid\/form_guid<\/strong><\/a><\/p>\n\n\n\n

While Portal ID and GUID are no longer needed as Constant Fields, they are still required in the URL and will need to be updated for each campaign accordingly.<\/p>\n\n\n\n

As a reminder, only the fields on your form should be included in the connector setup<\/p>\n\n\n

\n
\"Hubspot<\/figure><\/div>\n\n\n

Step 3: Double-Check All Fields and Custom Question Fields<\/strong><\/h3>\n\n\n\n

Now you\u2019ll want to make sure everything is an exact match with your HubSpot settings.<\/p>\n\n\n\n

Using your HubSpot account, select Contacts > Customize > Edit Properties<\/strong>. Using this search box, you can search each field type to verify formatting matches or add them where necessary.<\/p>\n\n\n\n

It\u2019s important to remember that formatting is both case and character sensitive. If a custom question from your NetLine form doesn\u2019t have a place to go in HubSpot, your connection will not work.<\/p>\n\n\n

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\"Connecting<\/figure><\/div>\n\n\n


Step 4: Test Your Connection<\/strong><\/h3>\n\n\n\n

Test your connections by seeing if all of the data has correctly reached your HubSpot account, which should be reflected within a few minutes.<\/p>\n\n\n

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\"How<\/figure><\/div>\n\n\n

If the connections don\u2019t map within a minute, check the formatting of the field terms to ensure the characters match exactly. Missing underscores, uppercase, and lowercase characters can throw off the connection.<\/p>\n\n\n\n

Also, if you\u2019ve added custom fields in your NetLine form, make sure they have a place to go in HubSpot by creating a Custom Property.<\/p>\n\n\n\n

If you get stuck, send a note to portal-support@netline.com \u2014 we\u2019ll help get you unstuck and on your way in no time.<\/p>\n","protected":false},"excerpt":{"rendered":"For marketers looking to instantaneously transition their qualified leads into middle-bottom funnel marketing tracks, establishing a connector to the Portal makes it seamless. (Not to mention, you can surprise and delight your sales team with endless reporting on how content…","protected":false},"author":4,"featured_media":14581,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[36,32,1,25,4],"tags":[],"_links":{"self":[{"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/posts\/14505"}],"collection":[{"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/comments?post=14505"}],"version-history":[{"count":4,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/posts\/14505\/revisions"}],"predecessor-version":[{"id":14661,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/posts\/14505\/revisions\/14661"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/media\/14581"}],"wp:attachment":[{"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/media?parent=14505"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/categories?post=14505"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/commandcenter.netline.com\/index.php\/wp-json\/wp\/v2\/tags?post=14505"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}