This is an expert concept
Exporting data from ion to your HubSpot instance (also known as an "Add Lead" integration) is accomplished by using the "Post to Web Form" integration method. This method re-posts data collected in ion to a form you’ve published in HubSpot. While the customer sees a form you built in ion (and data is saved to your ion console), HubSpot treats it like someone completed the HubSpot form directly.
Check out the table below for a more detailed explanation of this method.
|HubSpot Post to Web Form|
|How does it work?||
A form is published in HubSpot to receive your ion data. Next a field mapping is completed in ion to define which ion fields should be exported and where that data should be submitted in your HubSpot form. You can configure your integration to post to a single (“master”) HubSpot form for processing ion leads, or leverage a dynamic destination to support posting to multiple HubSpot forms from a single ion integration.
|What kind of data can be sent to HubSpot?||
All types of data can be seamlessly passed to a contact record in HubSpot. This includes Basic Lead Data, ion Core Data, data passed on the query string (like tracking parameters), and interaction data (like a calculator input or an assessment result).
Note: Integration services may be limited to certain data types. Check with your Customer Success Manager if you are unsure what you’ve purchased.
|What are my options to manage sensitive data?||Field-level security controls are available. Data can be encrypted (AES 256-bit encryption) and/or automatically deleted from your ion console.|
|How will I build the form my visitors see? Can I change the styling?||You will use ion’s form building components. This gives you maximum control of the look, feel, and flow of your form experience, and allows you to leverage the branded theme built for you in ion.|
|Can my forms be pre-populated with known lead data?||
Forms can be pre-populated based on ion data or (if a Get Lead integration is setup) based on HubSpot + ion data.
Note: Integration services may not include a Get Lead integration. Check with your Customer Success Manager if you are unsure what you've purchased.
|How often are my leads sent to HubSpot?||Leads are immediately sent to HubSpot each time the integration runs. Most ion users apply their integration to run on the submission of a form in their ion creative.|
|What happens if there is a HubSpot service interruption?||Visitors will still be able to submit forms and form data will be saved according to your configuration in ion. We’ll retry the post once an hour until successful, up to the maximum number set in your integration. (default: 50 retries)|