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ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.
Marketing, sales, and service software that helps your business grow without compromise.HubSpot Integrations
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Triggers when a subscription occurs on a specific form.
Triggers when a new purchase is added to your account.
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Triggers when a specific tag is added to a subscriber.
Triggers when a company recently created or updated.
Triggers when a contact recently created or updated.
Triggers when a line item recently created or updated.
Triggers when a new company is available.
Triggers when a specified property is provided or updated on a company.
Triggers when a new contact is available.
Triggers when a new deal is available.
Triggers when a specified property is provided or updated on a deal.
Triggers when a deal enters a specified deal.
Triggers when a form in submitted.
Triggers when a new line item is available.
Triggers when a new product is available.
Triggers when a new ticket is available.
Triggers when a product recently created or updated.
Subscribe someone to a specific form.
Add a subscriber to a specific tag.
Adds a purchase to a subscriber, or updates an existing purchase.
Remove a specific tag from a subscriber if they have it.
Create a Deal in HubSpot
ConvertKit is a platform that helps you create and send professional-looking email newsletters.
It’s a powerful program that does everything from tracking subscriber behavior to creating beautiful-looking emails.
Their tagline is “Build your audience, sell more stuff” and their mission is to help you build an audience of people who care about what you have to say.
ConvertKit was founded in 2013 by Nathan Barry and now has over $30 million in funding and over 30,000 active customers.
HubSpot is a platform that helps you create and manage landing pages, blog posts, courses, and more.
They also provide analytics and reporting software that helps you track and improve your marketing.
Their tagline is “Inbound marketing software for modern businesses” and their mission is to make it easy for anyone to attract visitors, convert leads, and close customers.
HubSpot was founded in 2006 by Brian Halligan and Dharmesh Shah and now has over $61 million in funding and over 7,500 active customers.
Integrating these two programs together can help increase your email list conversion rate and help you save time and money.
If you want to learn how to use the two together properly, we recommend checking out our guide here.
The main benefit of integrating these programs together is that you can automatically send new subscribers from one platform to the other. For example, if someone signs up for your newsletter on ConvertKit, they could automatically be added as a lead on your HubSpot account. Or if someone signs up for your newsletter on HubSpot, they could automatically be added as a subscriber on ConvertKit. This is great because it massively decreases the amount of work you have to do after setting up the integration. And it helps you start building relationships with subscribers right away so that they are more likely to become leads or customers later on down the line. It also saves you money because you won’t have to pay for extra software like Ontraport or Infusionsoft to help integrate the two platforms together. Most of these integrations are free, though some of them do cost extra money. But at the end of the day, it’s worth it because it can save you hundreds or thousands of dplars per year depending on how many subscribers you have. And finally, it helps you save time because it makes it easier to manage everything without having to login to multiple different websites. It also helps prevent “double-entry” mistakes because both platforms are synced together correctly all the time. This way you always know exactly where each subscriber is at any given time. There are many other benefits to having this setup, but those are the main ones that come to mind for me personally. So now that you know why it might be helpful, let’s talk about how to set it up! Let’s go over the steps below. Step 1. Set Up Your Integrations You’ll need two browser extensions installed in order to set this up. Leadpages List Builder (for HubSpot. and ConvertKit Subscribe (for ConvertKit. To install these extensions, fplow these steps. First head over to HubSpot App Market (free registration required. Then search for “Leadpages” in the App Market search bar (the top right-hand corner of the screen. Once you find Leadpages List Builder (it should be the first result), click the Install Now button. Next head over to ConvertKit (free registration required. Then search for “ConvertKit Subscribe” in the search bar (the top right-hand corner of the screen. Once you find ConvertKit Subscribe (it should be the second result), click the Install Now button. Step 2. Create Your HubSpot Lead Page After installing both extensions, fplow these steps below. Go to HubSpot -> Contacts -> Leads -> New Lead Page. This will create a new lead page that allows us to capture leads when they sign up for our email list or opt-in form. While editing the form, scrpl down until you see the “Field Mapping” section. Here, we need to tell Leadpages which fields we want to map so that all the information is correctly saved into our HubSpot account. The fields we need to map are. First name Last name Email address Website URL Company name Title Phone number State/Province Country So within this section, we need to select each field individually and then use the +Add mapping option (the blue button with a plus sign. in order to add each field into our mapping section. Once this is done, click the Save button at the bottom of the page in order to save your changes. Step 3. Set Up Your Webhooks Now we need to set up webhooks so that when someone subscribes to your newsletter or opt-in form through your lead page, they get added to your HubSpot account automatically. To do this, fplow these steps below. Go back into your Leadpage listing within Hubspot -> Contacts -> Leads -> Settings -> Advanced Settings -> Webhooks & Forms tab -> New Webhook From there click Add Webhook On this page enter all of the details below. Name = anything you want except for “Default” Description = anything you want except for “Default” URL = https://leads2hubspot.leadpagescripts.co/webhooks/ LeadPage ID = this will look something like 2ab6d31e3c1f6f27c0efb5bbb4d2ed7d6cb133fb Script = default You should then click Create Webhook button located at the bottom of the page Step 4. Set Up Your Filters Now we need to set up filters so that certain types of people are added as leads in your HubSpot account instead of being added as subscribers in your ConvertKit account. To do this, fplow these steps below. Go back into your Leadpage listing within Hubspot -> Contacts -> Leads -> Filters tab -> New Filter From there click Add Filter On this page enter all of the details below. Name = anything you want except for “Default” Description = anything you want except for “Default” Field = Email Value = @hubspot_email Request Type = Subscribers Are not equal to Leads Are equal to Leads You should then click Create Filter button located at the bottom of the page Step 5. Set Up Your Actions Now we need to set up actions so that when someone subscribes using your lead page, they get added as a subscriber in your ConvertKit account and optionally added as a lead in your HubSpot account depending on what types of filters we just created above. To do this, fplow these steps below. Go back into your Leadpage listing within Hubspot -> Contacts -> Leads -> Actions tab -> New Action From there click Add Action On this page enter all of the details below. Name = anything you want except for “Default” Description = anything you want except for “Default” Action Type = Email Action Status = Completed Step 6. Test Your Setup Now we need to test our setup in order to make sure everything works correctly and we don’t end up adding emails twice! To do this, fplow these steps below. Click “Test Settings” button located towards the top of your Leadpage listing in HubSpot Click “Send Test Email” button located within Publish/Preview section of your form You should then get a pop-up message confirming success or failure depending on whether or not everything worked properly To see if everything worked properly, head over to either ConvertKit or HubSpot depending on which one you entered the webhook URL for earlier. In ConvertKit go into settings -> Email Notifications tab then scrpl down until you see a section called “Leadpages webhooks” then click the checkbox next to your domain name If everything worked correctly, you should see a number next to “Total subscribers” that matches up with how many people signed up using your lead page If not, make sure that all of your filters are correct, or check out our guide if something went wrong! Step 7. Customize Your Opt-In Box Now we need to customize our opt-in box so that new subscribers get added as leads in our HubSpot account rather than subscribers in our ConvertKit account! To do this, fplow these steps below. Go into settings tab within your lead page -> Mailing List tab Scrpl down
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