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Connect Hubspot to Relevize (Beta)

The Hubspot Connector allows you to send Relevize leads directly to Hubspot in real-time. To learn more about what Relevize can and can't access, you can read our write up here.

βœ… Step-by-Step instructions:

Step 1: Go to https://relevize.com/spa/p/settings#integrations and click Connect With Oauth

Step 2: Review permissions granted:

Step 3: Accept terms of the Beta Hubspot app:

Step 4: Click "Edit field mappings" under the connector you're using

Read more about Template fields and Segment (Lists) below


βœ… Last Step: You can now send a test lead and verify the data appears correctly on your CRM. A successful test lead will activate the connection.

Template Fields:

Template fields allow custom questions & hidden fields from ads to be passed through to connectors.

Available Data Sources:

hidden: Hidden fields passed from your campaign.

questions: Answers to custom form questions (e.g., from LinkedIn Lead Gen forms).

Syntax Examples

hidden["Campaign Source"]

questions["What is your role?"]

Combining Text and Variables

Use {} to wrap variables with strings, or you can use text as a constant.

Lead Source: {hidden["Campaign Source"]}

Segments (Lists)

To add leads to a Hubspot Segments, create a template field with "list_id" as the remote name. The field on the right should be the number ID of the list you're adding leads to.

To get the Segment (List) ID, open the Segment in Hubspot and click Details. Use the Legacy V1 List ID.

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