HubSpot Integration
Connect HubSpot to automatically sync leads from Fanflet into your CRM.
Coming Soon
Prerequisites
- 1.A HubSpot accountwith admin access (or permission to install integrations). Any HubSpot tier works—Free CRM, Starter, Professional, or Enterprise.
Connect HubSpot
Navigate to Integrations
In the sponsor dashboard, click Integrations in the sidebar (under Account). You'll see the available integration cards.
Click “Connect HubSpot”
On the HubSpot card, click the Connect HubSpotbutton. You'll be redirected to HubSpot's authorization screen.
Authorize Fanflet in HubSpot
HubSpot will ask you to select the account to connect and approve the requested permissions. Fanflet requests:
- Read/Write contacts— to create and update contact records from your leads.
Click Connect app to complete authorization.
Confirm the connection
You'll be redirected back to Fanflet. The HubSpot card should now show a green Connectedbadge. If it doesn't, refresh the page.
Event Settings
Once connected, expand the Event settings panel on the HubSpot card to control which events are synced and set campaign attribution.
Events to push
Check or uncheck individual event types. Only checked events will trigger a sync to HubSpot. All events are enabled by default. Available event types:
- subscriber.added — new email signups
- lead.captured — resource clicks/downloads with consent
- connection.accepted — your connection request was accepted
- connection.declined — your connection request was declined
- connection.ended — a speaker connection was ended (by either party)
- report.viewed — a shared report link was viewed
Default campaign tag
A freeform tag (e.g., Q1-DENTAL-2026) included in every synced payload. Use this for HubSpot campaign segmentation when no Fanflet campaign is assigned to the speaker. When the speaker is assigned to an active campaign, the full campaign details (name, analytics tag, CRM reference) are sent instead.
What Data Syncs
Once connected, Fanflet automatically pushes events to HubSpot. Payloads are enriched with human-readable names and campaign context before delivery. The sync is one-directional(Fanflet → HubSpot).
| Fanflet field | HubSpot property |
|---|---|
email | |
| First name | firstname |
| Last name | lastname |
| Source fanflet | fanflet_source (custom property) |
| Speaker name | speaker_name (enriched) |
| Campaign names | fanflet_campaigns (custom property — comma-separated campaign names from speaker and resource tags) |
| Campaign tags | fanflet_campaign_tags (custom property — comma-separated analytics tags, or the default campaign tag as fallback) |
| Resource name | fanflet_resource_name (custom property — the resource that drove the lead) |
Duplicate handling
Custom Properties to Create in HubSpot
For campaign and resource attribution, create these custom contact properties in your HubSpot portal (Settings → Properties → Create property). Use type Single-line text for all three.
fanflet_campaignsComma-separated campaign names (from speaker KOL assignments and resource-level campaign tags).fanflet_campaign_tagsComma-separated analytics tags for CRM segmentation. Falls back to the connection's default campaign tag when no campaigns are assigned.fanflet_resource_nameThe specific resource (e.g., PDF, link) that drove the lead capture.
Existing properties
fanflet_source, fanflet_speaker, and fanflet_event_type from an earlier setup, those still work. The new properties above are additive.Verify It's Working
Trigger a test lead
Visit one of your sponsored fanflets and submit the email subscribe form. This creates a lead in Fanflet.
Check HubSpot
In HubSpot, go to Contacts and search for the email you just submitted. You should see a new (or updated) contact record with the Fanflet source property.
Check the activity log
Back in Fanflet, navigate to Integrations and scroll to Recent activity. You should see a lead.sync event with status success.
Troubleshooting
“Expired” status badge
HubSpot OAuth tokens expire after 6 hours. Fanflet automatically refreshes them, but if the refresh fails (e.g., you revoked access in HubSpot), the connection will show Expired. Disconnect and reconnect to resolve.
Sync events showing “failed”
Check the activity log for error details. Common causes: HubSpot rate limits (10 requests/second on free tier), missing required fields, or the connected HubSpot account was deleted. Fanflet retries failed syncs up to 3 times automatically.
Re-authorization
Disconnect HubSpot
Open Integrations
Navigate to Integrations in the sponsor sidebar.
Click Disconnect
On the HubSpot card, click the Disconnect button. Confirm when prompted.
Data retention