How to Send Leads to HubSpot¶

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Integrating your RevenueHunt Product Recommendation Quiz with HubSpot can improve your marketing efforts.

By automatically sending quiz results to your HubSpot account, you can segment your contacts based on their responses and engage them with personalized campaigns.

This guide will walk you through the steps to connect your store to HubSpot, enable the integration for specific quizzes, and optionally add contacts to HubSpot lists.

Before starting, make sure you have:

Access to your RevenueHunt Product Recommendation Quiz.
An active HubSpot account.

Integrating your RevenueHunt Product Recommendation Quiz with HubSpot can improve your marketing efforts.

By automatically sending quiz results to your HubSpot account, you can segment your contacts based on their responses and engage them with personalized campaigns.

This guide will walk you through the steps to link your quiz to HubSpot, ensuring that every interaction is captured for targeted follow-ups.

Before starting, make sure you have:

Access to your RevenueHunt Product Recommendation Quiz.
An active HubSpot account.

Integrating your RevenueHunt Product Recommendation Quiz with HubSpot can improve your marketing efforts.

By automatically sending quiz results to your HubSpot account, you can segment your contacts based on their responses and engage them with personalized campaigns.

This guide will walk you through the steps to link your quiz to HubSpot, ensuring that every interaction is captured for targeted follow-ups.

Before starting, make sure you have:

Access to your RevenueHunt Product Recommendation Quiz.
An active HubSpot account.

Integrating your RevenueHunt Product Recommendation Quiz with HubSpot can improve your marketing efforts.

By automatically sending quiz results to your HubSpot account, you can segment your contacts based on their responses and engage them with personalized campaigns.

This guide will walk you through the steps to link your quiz to HubSpot, ensuring that every interaction is captured for targeted follow-ups.

Before starting, make sure you have:

Access to your RevenueHunt Product Recommendation Quiz.
An active HubSpot account.

Integrating your RevenueHunt Product Recommendation Quiz with HubSpot can improve your marketing efforts.

By automatically sending quiz results to your HubSpot account, you can segment your contacts based on their responses and engage them with personalized campaigns.

This guide will walk you through the steps to link your quiz to HubSpot, ensuring that every interaction is captured for targeted follow-ups.

Before starting, make sure you have:

Access to your RevenueHunt Product Recommendation Quiz.
An active HubSpot account.

Integrating your RevenueHunt Product Recommendation Quiz with HubSpot can improve your marketing efforts.

By automatically sending quiz results to your HubSpot account, you can segment your contacts based on their responses and engage them with personalized campaigns.

This guide will walk you through the steps to link your quiz to HubSpot, ensuring that every interaction is captured for targeted follow-ups.

Before starting, make sure you have:

Access to your RevenueHunt Product Recommendation Quiz.
An active HubSpot account.

Connect Your Store to HubSpot¶

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The HubSpot integration uses OAuth to securely connect your store to HubSpot. This connection is made at the store level, meaning once connected, you can enable HubSpot for any of your quizzes.

Open the RevenueHunt app and navigate to any quiz.
Go to Quiz Settings > Integrations tab.
Scroll to the Mailing & CRMs section and find the HubSpot card.
Click the Connect button.
You will be redirected to HubSpot's authorization page. Log in to your HubSpot account if prompted.
Select the HubSpot account you want to connect and click Choose Account.
Review the permissions requested and click Connect app to authorize the connection.
You will be redirected back to the RevenueHunt app. The HubSpot card will now show as Connected with your Portal ID displayed.

Once connected, HubSpot will be automatically enabled for the current quiz. You can enable or disable it for other quizzes individually.

Reconnecting

If you previously connected HubSpot but don't see the option to select HubSpot lists, you may need to reconnect. Click Reconnect to grant the additional permissions required for list management.

Go to the Quiz Builder and click on the Connect tab on the top of the screen.
Within the integration options, find the section dedicated to HubSpot and click on the Connect button.
A new browser tab will open, prompting you to authorize the connection between your quiz platform and your HubSpot account.
Select your HubSpot account from the list provided.
You'll be directed to a confirmation page indicating that the connection has been successfully established.

Once connected, the quiz results will automatically flow into your HubSpot account.

Go to the Quiz Builder and click on the Connect tab on the top of the screen.
Within the integration options, find the section dedicated to HubSpot and click on the Connect button.
A new browser tab will open, prompting you to authorize the connection between your quiz platform and your HubSpot account.
Select your HubSpot account from the list provided.
You'll be directed to a confirmation page indicating that the connection has been successfully established.

Once connected, the quiz results will automatically flow into your HubSpot account.

Go to the Quiz Builder and click on the Connect tab on the top of the screen.
Within the integration options, find the section dedicated to HubSpot and click on the Connect button.
A new browser tab will open, prompting you to authorize the connection between your quiz platform and your HubSpot account.
Select your HubSpot account from the list provided.
You'll be directed to a confirmation page indicating that the connection has been successfully established.

Once connected, the quiz results will automatically flow into your HubSpot account.

Go to the Quiz Builder and click on the Connect tab on the top of the screen.
Within the integration options, find the section dedicated to HubSpot and click on the Connect button.
A new browser tab will open, prompting you to authorize the connection between your quiz platform and your HubSpot account.
Select your HubSpot account from the list provided.
You'll be directed to a confirmation page indicating that the connection has been successfully established.

Once connected, the quiz results will automatically flow into your HubSpot account.

Go to the Quiz Builder and click on the Connect tab on the top of the screen.
Within the integration options, find the section dedicated to HubSpot and click on the Connect button.
A new browser tab will open, prompting you to authorize the connection between your quiz platform and your HubSpot account.
Select your HubSpot account from the list provided.
You'll be directed to a confirmation page indicating that the connection has been successfully established.

Once connected, the quiz results will automatically flow into your HubSpot account.

Enable HubSpot for a Quiz¶

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After connecting your store to HubSpot, you can enable or disable the integration for each quiz individually.

Open the quiz you want to configure.
Go to Quiz Settings > Integrations tab.
Scroll to the HubSpot card.
Check the Enable HubSpot for this quiz checkbox to enable the integration.
Click Save to apply the changes.

When enabled, every time a customer completes this quiz and provides an email address, their contact information and quiz responses will be sent to your HubSpot account.

Email Required

The HubSpot integration requires an email address to create or update a contact. Make sure your quiz includes an email question if you want quiz responses to be sent to HubSpot.

The integration is enabled automatically when you connect your quiz to HubSpot. All quiz responses with an email address will be sent to your HubSpot account.

Add Contacts to a HubSpot List¶

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You can automatically add quiz respondents to a specific HubSpot list. This is configured through the email block in your quiz.

Open your quiz in the Quiz Builder.
Select the email question block in your quiz.
In the block settings panel, scroll to the HubSpot section.
From the Select a list dropdown, choose the HubSpot list where you want to add quiz respondents.
Click Save to apply the changes.

List Permissions Required

If you don't see the HubSpot list dropdown or it shows "Reconnect to HubSpot to enable list management", you need to reconnect your HubSpot account to grant the required list permissions. Go to Quiz Settings > Integrations and click Reconnect in the HubSpot card.

Create Lists in HubSpot First

The dropdown will show lists that already exist in your HubSpot account. Create your lists in HubSpot before configuring this setting. Check this HubSpot article to learn how to create lists.

Adding contacts to a specific list is not available in this version. You can create segments in HubSpot based on the custom properties sent with quiz responses.

Alternative Ways to Send Quiz Leads to HubSpot¶

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Sometimes, you would like a bit more control over the data that is sent to HubSpot. In that case there are a few alternatives you can use to send quiz leads to HubSpot.

Using Zapier: You can use our native Zapier integration to send quiz leads to HubSpot with custom mapping. Just connect your quiz to Zapier following this guide. Then, in Zapier set up a redirection of selected data to HubSpot.
Manually adding the quiz leads to HubSpot: You can manually add the quiz leads to HubSpot by uploading a CSV file generated from the quiz responses section.

Sometimes, you would like a bit more control over the data that is sent to HubSpot. In that case there are a few alternatives you can use to send quiz leads to HubSpot.

Using Zapier: You can use our native Zapier integration to send quiz leads to HubSpot. Just connect your quiz to Zapier following this guide. Then, in Zapier set up a redirection of selected data to HubSpot.
Manually adding the quiz leads to HubSpot: You can manually add the quiz leads to HubSpot by uploading a CSV file generated from the quiz metrics > responses section.

Sometimes, you would like a bit more control over the data that is sent to HubSpot. In that case there are a few alternatives you can use to send quiz leads to HubSpot.

Using Zapier: You can use our native Zapier integration to send quiz leads to HubSpot. Just connect your quiz to Zapier following this guide. Then, in Zapier set up a redirection of selected data to HubSpot.
Manually adding the quiz leads to HubSpot: You can manually add the quiz leads to HubSpot by uploading a CSV file generated from the quiz metrics > responses section.

Sometimes, you would like a bit more control over the data that is sent to HubSpot. In that case there are a few alternatives you can use to send quiz leads to HubSpot.

Using Zapier: You can use our native Zapier integration to send quiz leads to HubSpot. Just connect your quiz to Zapier following this guide. Then, in Zapier set up a redirection of selected data to HubSpot.
Manually adding the quiz leads to HubSpot: You can manually add the quiz leads to HubSpot by uploading a CSV file generated from the quiz metrics > responses section.

Sometimes, you would like a bit more control over the data that is sent to HubSpot. In that case there are a few alternatives you can use to send quiz leads to HubSpot.

Using Zapier: You can use our native Zapier integration to send quiz leads to HubSpot. Just connect your quiz to Zapier following this guide. Then, in Zapier set up a redirection of selected data to HubSpot.
Manually adding the quiz leads to HubSpot: You can manually add the quiz leads to HubSpot by uploading a CSV file generated from the quiz metrics > responses section.

Sometimes, you would like a bit more control over the data that is sent to HubSpot. In that case there are a few alternatives you can use to send quiz leads to HubSpot.

Using Zapier: You can use our native Zapier integration to send quiz leads to HubSpot. Just connect your quiz to Zapier following this guide. Then, in Zapier set up a redirection of selected data to HubSpot.
Manually adding the quiz leads to HubSpot: You can manually add the quiz leads to HubSpot by uploading a CSV file generated from the quiz metrics > responses section.

Quiz Data in HubSpot¶

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Every time a customer completes your quiz and provides an email address, their contact details along with all of their responses and product recommendations will be sent to your HubSpot account.

Viewing Contact Data

In HubSpot, navigate to the Contacts section.
Select any contact that has taken the quiz and click on View all properties to examine the details.
You will find a section labeled Product Recommendation Quiz. This section houses all quiz-related data, including answers and product recommendations.

Custom Properties

The integration automatically creates custom properties in HubSpot to store quiz data. Properties follow a naming convention of quiz_{quiz_id}_{field_name}. Here's what data is sent:

Property	Description
`email`	Contact's email address
`firstname`	Contact's first name (if provided)
`lastname`	Contact's last name (if provided)
`phone`	Contact's phone number (if provided)
`quiz_{id}_response_id`	Unique identifier for this quiz response
`quiz_{id}_quiz_name`	Name of the quiz
`quiz_{id}_result_ref`	Reference to the result page shown
`quiz_{id}_result_page_name`	Name of the result page
`quiz_{id}_created_at`	Timestamp when the quiz was completed
`quiz_{id}_tags`	Tags assigned based on quiz answers
`quiz_{id}_variable_scores`	Variable scores calculated from answers
`quiz_{id}_answer_by_block_{block_ref}`	Answer for each question block
`quiz_{id}_choice_{choice_ref}`	Boolean indicating if a choice was selected
`quiz_{id}_tag_{tag_name}`	Boolean indicating if a tag was assigned
`quiz_{id}_products`	List of recommended product names
`quiz_{id}_products_count`	Number of products recommended

Property Auto-Creation

Custom properties are automatically created in HubSpot when quiz responses are sent. You don't need to create them manually. They will appear under the Product Recommendation Quiz property group.

Every time your customers take the quiz, their contact details along with all of their responses and product recommendations will be sent to your HubSpot account.

To view the imported data, navigate to the contacts section within HubSpot.
Select any contact that has taken the quiz, and click on view all properties to examine the details.
You will find a section labeled Product Recommendation Quiz or similarly, depending on your quiz setup. This section houses all quiz-related data, including answers and product recommendations.

Every time your customers take the quiz, their contact details along with all of their responses and product recommendations will be sent to your HubSpot account.

To view the imported data, navigate to the contacts section within HubSpot.
Select any contact that has taken the quiz, and click on view all properties to examine the details.
You will find a section labeled Product Recommendation Quiz or similarly, depending on your quiz setup. This section houses all quiz-related data, including answers and product recommendations.

Every time your customers take the quiz, their contact details along with all of their responses and product recommendations will be sent to your HubSpot account.

To view the imported data, navigate to the contacts section within HubSpot.
Select any contact that has taken the quiz, and click on view all properties to examine the details.
You will find a section labeled Product Recommendation Quiz or similarly, depending on your quiz setup. This section houses all quiz-related data, including answers and product recommendations.

Every time your customers take the quiz, their contact details along with all of their responses and product recommendations will be sent to your HubSpot account.

To view the imported data, navigate to the contacts section within HubSpot.
Select any contact that has taken the quiz, and click on view all properties to examine the details.
You will find a section labeled Product Recommendation Quiz or similarly, depending on your quiz setup. This section houses all quiz-related data, including answers and product recommendations.

Every time your customers take the quiz, their contact details along with all of their responses and product recommendations will be sent to your HubSpot account.

To view the imported data, navigate to the contacts section within HubSpot.
Select any contact that has taken the quiz, and click on view all properties to examine the details.
You will find a section labeled Product Recommendation Quiz or similarly, depending on your quiz setup. This section houses all quiz-related data, including answers and product recommendations.

Sending Follow-up Emails with HubSpot¶

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Info

Once the quiz data is sent to HubSpot, the rest is out of our app's scope, and any particular questions on how to set up the flows and how to build the email templates should be directed to HubSpot.

Once your quiz is sending data to HubSpot, you can set up an email campaign in HubSpot.
The first step is creating a segment that contains only quiz takers. You can use custom properties sent to HubSpot profiles to create segmented lists based on your customers' responses to the quiz so you can follow up with hyper-segmented campaigns.

Tip

Check this HubSpot article to learn how to create lists.

Example Segment

Create a list where quiz_{your_quiz_id}_response_id is known. This will include all contacts who have completed your quiz.
You can use the segment as a trigger for your campaign, ensuring that only quiz takers receive the email.
Set up your campaign and email flow.
You can use the Personalization Token feature to personalize the email based on the quiz data. Check the Using Custom Quiz Properties in Email Templates section to learn how to do this.
Turn your campaign on and HubSpot will automatically send the email to the customers in the segment, helping you follow up with your quiz takers and recover lost sales.

Info

Once the quiz is connected to HubSpot (and the data is sent there), it's out of our app's scope, and any particular questions on how to set up the flows and how to build the email templates should be directed to HubSpot.

Once your quiz is successfully connected to HubSpot, you can set up an email campaign in HubSpot.
The first step is creating a segment that contains only quiz takers. You can use custom properties sent to HubSpot profiles to create segmented lists based your customers responses to the quiz so you can follow up with hyper-segmented campaigns.

Tip

Check this HubSpot article to learn how to create lists.
You can use the segment as a trigger for your campaign, ensuring that only quiz takers receive the email.
Set up your campaign and email flow.
You can use the Personalization Token feature to personalize the email based on the quiz data. Check the Using Custom Quiz Properties in Email Templates section to learn how to do this.
Turn your campaign on and HubSpot will automatically send the email to the customers in the segment, helping you follow up with your quiz takers and recover lost sales.

Info

Once the quiz is connected to HubSpot (and the data is sent there), it's out of our app's scope, and any particular questions on how to set up the flows and how to build the email templates should be directed to HubSpot.

Once your quiz is successfully connected to HubSpot, you can set up an email campaign in HubSpot.
The first step is creating a segment that contains only quiz takers. You can use custom properties sent to HubSpot profiles to create segmented lists based your customers responses to the quiz so you can follow up with hyper-segmented campaigns.

Tip

Check this HubSpot article to learn how to create lists.
You can use the segment as a trigger for your campaign, ensuring that only quiz takers receive the email.
Set up your campaign and email flow.
You can use the Personalization Token feature to personalize the email based on the quiz data. Check the Using Custom Quiz Properties in Email Templates section to learn how to do this.
Turn your campaign on and HubSpot will automatically send the email to the customers in the segment, helping you follow up with your quiz takers and recover lost sales.

Info

Once the quiz is connected to HubSpot (and the data is sent there), it's out of our app's scope, and any particular questions on how to set up the flows and how to build the email templates should be directed to HubSpot.

Once your quiz is successfully connected to HubSpot, you can set up an email campaign in HubSpot.
The first step is creating a segment that contains only quiz takers. You can use custom properties sent to HubSpot profiles to create segmented lists based your customers responses to the quiz so you can follow up with hyper-segmented campaigns.

Tip

Check this HubSpot article to learn how to create lists.
You can use the segment as a trigger for your campaign, ensuring that only quiz takers receive the email.
Set up your campaign and email flow.
You can use the Personalization Token feature to personalize the email based on the quiz data. Check the Using Custom Quiz Properties in Email Templates section to learn how to do this.
Turn your campaign on and HubSpot will automatically send the email to the customers in the segment, helping you follow up with your quiz takers and recover lost sales.

Info

Once the quiz is connected to HubSpot (and the data is sent there), it's out of our app's scope, and any particular questions on how to set up the flows and how to build the email templates should be directed to HubSpot.

Once your quiz is successfully connected to HubSpot, you can set up an email campaign in HubSpot.
The first step is creating a segment that contains only quiz takers. You can use custom properties sent to HubSpot profiles to create segmented lists based your customers responses to the quiz so you can follow up with hyper-segmented campaigns.

Tip

Check this HubSpot article to learn how to create lists.
You can use the segment as a trigger for your campaign, ensuring that only quiz takers receive the email.
Set up your campaign and email flow.
You can use the Personalization Token feature to personalize the email based on the quiz data. Check the Using Custom Quiz Properties in Email Templates section to learn how to do this.
Turn your campaign on and HubSpot will automatically send the email to the customers in the segment, helping you follow up with your quiz takers and recover lost sales.

Info

Once the quiz is connected to HubSpot (and the data is sent there), it's out of our app's scope, and any particular questions on how to set up the flows and how to build the email templates should be directed to HubSpot.

Once your quiz is successfully connected to HubSpot, you can set up an email campaign in HubSpot.
The first step is creating a segment that contains only quiz takers. You can use custom properties sent to HubSpot profiles to create segmented lists based your customers responses to the quiz so you can follow up with hyper-segmented campaigns.

Tip

Check this HubSpot article to learn how to create lists.
You can use the segment as a trigger for your campaign, ensuring that only quiz takers receive the email.
Set up your campaign and email flow.
You can use the Personalization Token feature to personalize the email based on the quiz data. Check the Using Custom Quiz Properties in Email Templates section to learn how to do this.
Turn your campaign on and HubSpot will automatically send the email to the customers in the segment, helping you follow up with your quiz takers and recover lost sales.

Using Custom Quiz Properties in Email Templates¶

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To personalize your follow-up emails based on quiz data, you'll need to pull custom properties into the email templates.

In HubSpot, navigate to Marketing > Email > Create email.
In the email editor, use the Personalization Token feature.
Click on Insert, then select Personalization Token from the dropdown.
Choose the custom quiz properties that were captured with your Product Recommendation Quiz. HubSpot will automatically replace these tokens with each contact's respective data during the email send.
Common Properties to Use
- quiz_{id}_quiz_name - Display the quiz name
- quiz_{id}_products - Show recommended products
- quiz_{id}_result_page_name - Show which result they got
- quiz_{id}_tags - Display assigned tags
- quiz_{id}_answer_by_block_{ref} - Show specific question answers
Use the Preview feature to ensure that the custom properties are appearing correctly in your email.

Info

Please be aware that while HubSpot efficiently handles text-based quiz data, its interface currently does not support embedding images directly into email templates as custom properties. Plan your quiz content accordingly to ensure seamless integration and utilization within HubSpot.

To personalize your follow-up emails based on quiz data, you'll need to pull custom properties into the email templates.

In HubSpot, navigate to Marketing > Email > Create email.
In the email editor, use the Personalization Token feature.
Click on Insert, then select Personalization Token from the dropdown.
Choose the custom quiz properties that were captured with your Product Recommendation Quiz. HubSpot will automatically replace these tokens with each contact's respective data during the email send.
Use the Preview feature to ensure that the custom properties are appearing correctly in your email.

Info

Please be aware that while HubSpot efficiently handles text-based quiz data, its interface currently does not support embedding images directly into email templates as custom properties. Plan your quiz content accordingly to ensure seamless integration and utilization within HubSpot.

To personalize your follow-up emails based on quiz data, you'll need to pull custom properties into the email templates.

In HubSpot, navigate to Marketing > Email > Create email.
In the email editor, use the Personalization Token feature.
Click on Insert, then select Personalization Token from the dropdown.
Choose the custom quiz properties that were captured with your Product Recommendation Quiz. HubSpot will automatically replace these tokens with each contact's respective data during the email send.
Use the Preview feature to ensure that the custom properties are appearing correctly in your email.

Info

Please be aware that while HubSpot efficiently handles text-based quiz data, its interface currently does not support embedding images directly into email templates as custom properties. Plan your quiz content accordingly to ensure seamless integration and utilization within HubSpot.

To personalize your follow-up emails based on quiz data, you'll need to pull custom properties into the email templates.

In HubSpot, navigate to Marketing > Email > Create email.
In the email editor, use the Personalization Token feature.
Click on Insert, then select Personalization Token from the dropdown.
Choose the custom quiz properties that were captured with your Product Recommendation Quiz. HubSpot will automatically replace these tokens with each contact's respective data during the email send.
Use the Preview feature to ensure that the custom properties are appearing correctly in your email.

Info

Please be aware that while HubSpot efficiently handles text-based quiz data, its interface currently does not support embedding images directly into email templates as custom properties. Plan your quiz content accordingly to ensure seamless integration and utilization within HubSpot.

To personalize your follow-up emails based on quiz data, you'll need to pull custom properties into the email templates.

In HubSpot, navigate to Marketing > Email > Create email.
In the email editor, use the Personalization Token feature.
Click on Insert, then select Personalization Token from the dropdown.
Choose the custom quiz properties that were captured with your Product Recommendation Quiz. HubSpot will automatically replace these tokens with each contact's respective data during the email send.
Use the Preview feature to ensure that the custom properties are appearing correctly in your email.

Info

Please be aware that while HubSpot efficiently handles text-based quiz data, its interface currently does not support embedding images directly into email templates as custom properties. Plan your quiz content accordingly to ensure seamless integration and utilization within HubSpot.

To personalize your follow-up emails based on quiz data, you'll need to pull custom properties into the email templates.

In HubSpot, navigate to Marketing > Email > Create email.
In the email editor, use the Personalization Token feature.
Click on Insert, then select Personalization Token from the dropdown.
Choose the custom quiz properties that were captured with your Product Recommendation Quiz. HubSpot will automatically replace these tokens with each contact's respective data during the email send.
Use the Preview feature to ensure that the custom properties are appearing correctly in your email.

Info

Please be aware that while HubSpot efficiently handles text-based quiz data, its interface currently does not support embedding images directly into email templates as custom properties. Plan your quiz content accordingly to ensure seamless integration and utilization within HubSpot.

Disconnect HubSpot¶

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If you need to disconnect your store from HubSpot:

Open the RevenueHunt app and navigate to any quiz.
Go to Quiz Settings > Integrations tab.
Scroll to the HubSpot card.
Click the Disconnect button.
Confirm the disconnection when prompted.

Warning

Disconnecting HubSpot will stop sending quiz responses to your HubSpot account for all quizzes. Existing contacts and data in HubSpot will not be affected.

To disconnect HubSpot, go to the Quiz Builder > Connect tab and click Disconnect next to the HubSpot integration.

By following this article, you can send quiz leads to HubSpot and set up your post-quiz email flow with HubSpot.