Connect Showpad Value Factory to HubSpot

The HubSpot integration sends value model data to HubSpot CRM when a lead completes a value model. Configure it per value model so you can use different HubSpot connections or field mappings for each model. Before you start, confirm with your HubSpot administrator that you have the correct HubSpot property names for mapping and that they can create a test contact to validate the setup.

Note: During setup, HubSpot may display a warning that this app is unverified. Contact your Showpad Value Factory customer success team if you have questions about this step.

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The quick way

1. Sign in to Value Factory (value.showpad.com) and select Integrations.
2. In the CRM section, select HubSpot, then click New Connection.
3. Sign in to HubSpot, select your account, and select Connect app. If prompted, type I accept the risk and select Accept.
4. Navigate back to the HubSpot Connections page in Value Factory. On your connection’s three dot menu, select Edit Name to name the connection and click Save.
5. Return to the three dot menu and select Configure.
6. Add your value model integrations.
7. On each tab, set up your field mappings, default fields, and note template.
8. Run the Integration Test, then turn on Integration Active on the General tab.

Do this step by step

Connect to HubSpot

1. Sign in to Value Factory (value.showpad.com) and select Integrations.
2. In the CRM section, select HubSpot.
3. Select New Connection. You’ll be redirected to HubSpot.
4. Sign in to your HubSpot account. If prompted, complete multi-factor authentication.
5. On the Choose an account screen, select the HubSpot account to connect.
6. Review the requested permissions and select Connect app. If prompted with an unverified app warning, type I accept the risk in the field and select Accept.

You’ll be returned to the HubSpot Connections page in Value Factory. Your connected account appears in the Connection table.

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Manage connections

From the HubSpot Connections page, open the three dot menu on a connection to access the following options:

• Edit Name: Give the connection a descriptive name.
• Configure: Opens the connection’s configuration settings where you can view the connection details and manage per-model integrations.
• Revoke: Disconnects and removes the connection. This stops all data syncing but does not affect existing HubSpot data.

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Configure the integration

1. Open the three dot menu on the connection and select Configure.
2. In the Value Model Integrations section, select + Integration and choose the value model you want to connect. The Integrations Configuration page opens with five tabs. Work through each tab in order.

General

The General tab controls the integration name and whether the integration is active.

1. In Integration Name, review or update the name used to identify this integration.
2. Leave Integration Active toggled off while you configure the remaining tabs. Turn it on when you are ready to go live.
3. Click Create Integration.

Field Mapping

The Field Mapping tab maps value model result fields to HubSpot contact properties. When a lead completes the value model, the integration matches the lead by email address, updates the contact if found, or creates a new one if not. These mappings determine which properties are written to that record, so a repeat submission can update the same contact.

1. Confirm Send field mappings is turned on. When off, mapped fields are not sent to HubSpot.
2. In the Add Field modal, choose a value model field from the Field dropdown, then enter the corresponding HubSpot internal property name in the HubSpot Field box. Click Save.

Map only the fields you plan to actively use. You can add or update mappings at any time.

Default Fields

The Default Fields tab lets you set fixed property values that are applied to every HubSpot contact record created or updated by this value model. Use this to stamp submissions with values like lead source or model identifier.

1. Confirm that Send default fields is turned on. When off, default fields are not sent to HubSpot.
2. In the Default Fields form, select + Add field. Enter the HubSpot internal property name in the Field textbox, then enter the value to apply in the HubSpot Field box.
3. Click Save.

Note Integration

The Note Integration tab controls whether a note is added to the contact's HubSpot timeline each time a lead is submitted.

1. Turn on Append timeline note to enable this feature. When off, it doesn't add notes.
2. In Note Template, build the note content using the rich text editor.
3. Type { to insert a dynamic field. Choose from Value Model, Formula, and Assessment values.
4. Click Save.

Integration Test

The Integration Test tab lets you verify the integration works before activating it.

1. Select Integration Test. The test syncs a dummy lead into your HubSpot CRM.
2. Open the test contact in HubSpot and confirm the field values are correct.
3. Delete the test contact from HubSpot when you finish reviewing.
4. Return to the General tab and turn on Integration Active.

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Troubleshooting