HubSpot Forms
This page guides you through the required steps to ingest Cello’s Unique Campaign Codes (UCC) into HubSpot using HubSpot standalone forms.
We highly recommend creating customized landing pages where the HubSpot form can be embedded and Cello’s attribution can be connected. This highly improves tracking of referrals where the referee is not signing up on the first visit to the landing page. Details to connect the attribution library can be found Pre-Signup Attribution.
Considerations when creating the UCC property in HubSpot
When creating a custom property in HubSpot, it is important that the internal name of the property is “ucc”. This sets up the property in either company or deal. The one to choose depends on your specific sales process and the corresponding HubSpot setup.
These instructions describe creating the UCC property in the object type “Company”, group “Company information”. Often, it can make sense to create the UCC property in the “Deal” object type. A custom property can be created following the instructions of HubSpot here.
Create a form with a hidden UCC field in HubSpot
- Create a customized form in HubSpot by following the instructions here.
- In your form, create a hidden field called “ucc”. This field automatically picks up the UCC parameter from the link and feeds it into the create UCC property in HubSpot. The result should look similar to the following screenshot:
Test the created HubSpot form
- Open the created form on a standalone page
- Add “?ucc=demo12345687” to the link and reload the page. After the initialization of the config, this will be added automatically to the link by Cello.
- Enter some test data into the form. The result should look similar to the following.
- Submit the form.
- HubSpot should now have created a new contact and a new company. In the new company, you should find the “UCC” property filled with the entered value “demo12345687”
- The test was successful. You can now move ahead to the section on providing the required data to Cello.
