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Hubspot - Sync Referral Attribution Only

This guide is intended for companies that do not use the “Deals” object in Hubspot but still want to sync referred Contacts to create the Referral Attribution in Ambassador.

Sync Referred Contacts: When a new contact is created in Hubspot with a Referring Shortcode, this optional setting will create them as a (prospect) contact in Ambassador and create a Referral Attribution between them and the Advocate who referred them.

Use Ambassador automations to put that contact in the first stage of your referral journey and send the Advocate a referral notification.

If you do not utilize the Deal syncing, you will still need to setup additional implementation such as API to create Orders in Ambassador.

Integration Setup

Please Note: The Hubspot integration must be completed before you can utilize the Hubspot fields within Ambassador Automations, such as HubSpot Deal Stage.

Step 1: In your HubSpot account, navigate to Settings > Integrations > Private Apps. Click 'Create a private app'. If you already have a private app for Ambassador, you can edit it for the following steps.

Step 2: On the 'Basic Info' tab, give your app a descriptive name (e.g., 'Ambassador Integration'). Then, click the 'Scopes' tab and grant the following permissions: 

crm.objects.companies.read
 
crm.objects.contacts.read
 
crm.objects.contacts.write
 
crm.objects.deals.read
 
crm.objects.deals.write
 
crm.objects.line_items.read
 
crm.objects.products.read
 
crm.schemas.line_items.read
 
tickets

Step 3: Click the 'Webhooks' tab. In the 'Target URL' field, paste the following endpoint address: https://api.getambassador.com/integrations/webhooks/hubspot/

Step 4: Under 'Event Subscriptions', create the following subscriptions for the 'Contact' object:

  • contact.creation

  • contact.deletion

  • contact.propertyChange (Property: First name)

  • contact.propertyChange (Property: Last name)

  • contact.propertyChange (Property: Email)

  • contact.propertyChange (Property: Phone Number)

  • contact.propertyChange (Property: Company Name)

  • contact.propertyChange (Property: Street Address)

  • contact.propertyChange (Property: City)

  • contact.propertyChange (Property: State/Region)

  • contact.propertyChange (Property: Postal Code)

  • contact.propertyChange (Property: Country/Region)

  • contact.propertyChange (Property: Date of birth)

  • contact.propertyChange (Property: Job Title)

Step 5: Do not complete for Deals unless applicable.

Step 6: Do not complete for Products unless applicable.

Step 7: Click the 'Create app' button to save your configuration. Copy the generated Access Token and Client Secret and paste them into the authentication fields below to complete the connection.

Step 8: When integration is complete, the Ambassador system will create two custom properties:

  • contacts: referring_shortcode and referring_ambassador

  • deal: short_code

Step 9: When applicable, complete the following steps to test this.

  • Create a test contact in Ambassador with enrolled status and add to the applicable segment for your Campaign. Open the test contact in Ambassador, scroll down to the “Campaigns” section and click to copy their campaign referral link. l

  • In an incognito window, past the referral link and take your business as usual path for a referred person (with a different test email) to get created in Hubspot, such as fill out a lead form or create a free account.

  • Open Hubspot, verify that a Contact was created for that referred test user and that the “referring_shortcode” is populated.

  • In Ambassador, navigate to the “Referral Attribution” table and verify if there is a new Referral Attribution created between the referrer and referee.

Please Note: If you are not syncing Deals to create Orders in Ambassador, you will need to consult with your Ambassador team on an alternate path, such as API, to create referred Orders and Rewards.