TrustRadius can automatically route intent driven leads to your HubSpot instance. In order to do this, you will need to set up a form in HubSpot and provide TrustRadius with the field names, portal ID and form ID.
- Log in to HubSpot and go to Marketing > Forms.
- Click Create Form.
- Select “Embedded form” and click Next.
- Select “Blank template” and click Start.
- Name your form. This will help you attribute leads coming from TrustRadius.
- Format your form by adding and removing properties. You can drag properties to the right side of your screen to include them in your form.
- The properties that you add to your HubSpot form should match the fields in the landing page being used for your leads campaign. This will ensure that any leads delivered to your HubSpot environment will be successfully mapped.
- If necessary, you can create new properties to match fields in the landing page.
- In the form builder, copy the API fields for your form properties to a separate text file.
In the example below, the API field for the “Last Name” property is lastname.
Click Update and then Publish. In the modal that appears, click the "Embed code” tab. Copy and paste the portal ID and form ID from the embed code into the same text file that you pasted your API fields in.
Please send your API fields, portal ID and form ID to your TrustRadius lead. We will then set up the webhook to deliver leads to your HubSpot instance. We will send a test lead to confirm that everything is working as expected.