Ours Integration with HubSpot Meetings and Forms

This guide will walk you through integrating Ours with your HubSpot Meetings and Forms. You’ll learn how to track form submissions and meeting events seamlessly while ensuring HIPAA-compliant analytics for privacy-conscious applications.

HubSpot Redirect (easy integration)

The simplest way to integrate Ours with HubSpot Meetings and Forms is to set up a redirect after form submission or meeting scheduling. Here's how:

1. Make sure your Ours tracking script is installed on your website.
2. Link from your website to a HubSpot form or meeting scheduling page.
3. Set up a custom thank-you page in HubSpot to redirect back to your website.

On your thank-you page, fire this Ours event:

ours('track', 'FormSubmissionCompleted');

This method requires no complex integration and provides basic tracking. Configure the redirect in your HubSpot form or meeting settings:

Ours HubSpot Meetings and Forms Source (custom integration)

For more advanced tracking and to access form submission or meeting details, you can set up a custom integration with HubSpot Meetings and Forms. Follow these steps:

1. Create a New Source:

   • In the Ours app, navigate to Sources and create a new source.
   • Select HubSpot Meetings and Forms from the options and copy the Webhook URL provided.

2. For Forms: Add the webhook to your form:

   • Go to your HubSpot Form Settings.
   • Add a new webhook and paste the Ours Webhook URL.

Note: Webhook access requires a basic, paid HubSpot plan.

2. For Meetings: Create a new workflow:
   • Go to your HubSpot Workflows
   • Add a new workflow for contacts that's triggered on a New Meeting
   • Optionally - add filters so only some meeting forms trigger the webhook

3. Submit a Test Form or Schedule a Test Meeting:

   • Make a test form submission or schedule a test meeting to ensure data is sent to Ours.
   • Check the Ours app for pre-populated variables from the form or meeting payload.

4. Map Form or Meeting Fields:

   • Use the field mapping interface in Ours to map HubSpot form or meeting data to Ours attributes.
   • Include at least the Ours visitor ID and optionally an email address for user association.

Advanced Source Integration for Forms

To link Ours visitor data with HubSpot form submissions:

1. Add a Hidden Field in HubSpot:

   • Set up a hidden field in your form to capture the Ours User ID.

2. Pass Visitor ID via URL:

   • When linking to the HubSpot form, append the Ours User ID as a URL parameter. Example:

<a href="https://forms.hubspot.com/your-form-page?ours_user_id={{ours_user_id}}">Submit Form</a>

3. Map Hidden Field:
   • Map the hidden field in the Ours app to the visitor ID for accurate user tracking.

Key Benefits of the Ours HubSpot Meetings and Forms Integration

• HIPAA Compliance: Ideal for healthcare and other privacy-sensitive industries.
• Custom Event Flexibility: Track form submissions, meeting scheduling, interactions, and more.
• Enhanced Data Accuracy: Server-side integration ensures reliable analytics.

For further assistance, contact [email protected].