HubSpot integration

What it does

For teams already running HubSpot, EF acts as the front-of-funnel: pages, forms, quizzes, and checkout. Contacts and deals flow into HubSpot in real time, where your sales workflows take over.

Two-way property sync means HubSpot lifecycle changes (lead, MQL, customer) reflect in the EF CRM, and EF funnel events (purchase, refund, quiz answer) update HubSpot. One source of truth in both systems.

What you get

• Contact create, update, and merge by email
• Company association and creation
• Deal create and stage move
• Custom property read and write across contacts, deals, and companies
• Workflow enrollment trigger from EF events
• Lifecycle stage sync (subscriber → lead → MQL → customer)
• List membership add and remove
• Note creation on contact for support context

Setup

1. In HubSpot, create a Private App with the required scopes (contacts, deals, companies, lists, automation).
2. Copy the access token.
3. In ElasticFunnels, go to Settings → Integrations → Email & CRM → HubSpot. Paste the token.
4. Map EF custom fields to HubSpot properties. Click ID, traffic source, and quiz answers map by default.
5. Pick the events you want to forward. Set up workflow triggers in HubSpot.
6. Run a test contact submission and a test purchase, confirm both reach HubSpot.