Hubspot Forms Integration

Hubspot can send leads to your system by posting to a public URL called a webhook. This webhook must be manually set up for each improveit! 360 system.

To set up the Hubspot webhook:

  1. Login as the Administrator
  2. Go to Setup | Develop | Sites
  3. If there are no Sites listed, you will have to choose a domain.
    • As a best practice, use your full company name as a run on word. For example, 'Image Landscaping' becomes 'imagelandscaping'.
    • Double check the spelling because you can't undo this once you click 'Register'!
    • Accept the terms and click 'Register My Domain'.
  4. Now that the domain is set up, click 'New' in the 'Sites' area. If a domain was already set up then you will start here.
  5. Leave the 'Type of new Site' as 'Guest' and click Continue.
  6. Fill in the form with the following values:
    • Site Label: HubSpot
    • Site Name: Hubspot
    • Active Site Home Page : InMaintenance
    • Leave all other fields blank
  7. Click Save
  8. On the Site Details screen, click Public Access Settings
  9. Scroll down to 'Enabled Apex Class Access' and click Edit
  10. Under 'Available Apex Classes' select i360.Hubspot and click Add
  11. Click Save

Your webhook address will be https://*domainname* Replace *domainname* with the domain you picked in step 3. It can also be found in the Site's detail page.

To add the webhook to Hubspot

  1. Log in to Hubspot
  2. In the hubspot workflow for any form that should send leads, add a 'Trigger a webhook' step. Set it to POST, without authentication, to your webhook address.