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How to Send Leads to HubSpot

Connect your quiz to HubSpot and every quiz result is sent to your HubSpot account. You can then segment your contacts on their answers, and write a campaign for each group.

This article explains how to connect your store to HubSpot. It also covers turning the integration on for a quiz, and adding contacts to a HubSpot list.

Before starting, make sure you have:

  • Access to your quiz in the RevenueHunt app.
  • An active HubSpot account.

Connect your quiz to HubSpot and every quiz result is sent to your HubSpot account. You can then segment your contacts on their answers, and write a campaign for each group.

This article explains how to link your quiz to HubSpot, so you can follow up on every response.

Before starting, make sure you have:

  • Access to your quiz in the RevenueHunt app.
  • An active HubSpot account.

Connect your quiz to HubSpot and every quiz result is sent to your HubSpot account. You can then segment your contacts on their answers, and write a campaign for each group.

This article explains how to link your quiz to HubSpot, so you can follow up on every response.

Before starting, make sure you have:

  • Access to your quiz in the RevenueHunt app.
  • An active HubSpot account.

Connect your quiz to HubSpot and every quiz result is sent to your HubSpot account. You can then segment your contacts on their answers, and write a campaign for each group.

This article explains how to link your quiz to HubSpot, so you can follow up on every response.

Before starting, make sure you have:

  • Access to your quiz in the RevenueHunt app.
  • An active HubSpot account.

Connect your quiz to HubSpot and every quiz result is sent to your HubSpot account. You can then segment your contacts on their answers, and write a campaign for each group.

This article explains how to link your quiz to HubSpot, so you can follow up on every response.

Before starting, make sure you have:

  • Access to your quiz in the RevenueHunt app.
  • An active HubSpot account.

Connect your quiz to HubSpot and every quiz result is sent to your HubSpot account. You can then segment your contacts on their answers, and write a campaign for each group.

This article explains how to link your quiz to HubSpot, so you can follow up on every response.

Before starting, make sure you have:

  • Access to your quiz in the RevenueHunt app.
  • An active HubSpot account.

Connect your store to HubSpot

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.

  1. Open the RevenueHunt app and navigate to any quiz.
  2. Go to Quiz Settings > Integrations tab.
  3. Scroll to the Mailing & CRMs section and find the HubSpot card.
  4. Click the Connect button. how to hubspot shopify connect
  5. You will be redirected to HubSpot's authorization page. Log in to your HubSpot account if prompted.
  6. Select the HubSpot account you want to connect and click Choose Account.
  7. Review the permissions requested and click Connect app to authorize the connection. how to hubspot shopify connect app
  8. You will be redirected back to the RevenueHunt app. The HubSpot card will now show as Connected with your Portal ID displayed. how to hubspot shopify disconnected
  9. Once connected, HubSpot will be automatically disabled for the current quiz. You can enable it for other quizzes individually by going to the Quiz Settings > Integrations tab and clicking the Enable button. how to hubspot shopify connected

Reconnecting

If you connected HubSpot earlier and cannot see the option to select HubSpot lists, reconnect the account. Click Reconnect to grant the additional permissions required for list management.

Alternative Way to Connect

You can also connect your quiz to HubSpot from the HubSpot app marketplace. Click Sign in to install and follow the instructions.

  1. Go to the Quiz Builder and click on the Connect tab on the top of the screen.
  2. Within the integration options, find the section dedicated to HubSpot and click on the Connect button.
  3. A new browser tab will open, prompting you to authorize the connection between your quiz platform and your HubSpot account.
  4. Select your HubSpot account from the list provided. how to send leads to hubspot connect

  5. A confirmation page opens, showing that the connection was made. how to send leads to hubspot connect successful

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

  1. Go to the Quiz Builder and click on the Connect tab on the top of the screen.
  2. Within the integration options, find the section dedicated to HubSpot and click on the Connect button.
  3. A new browser tab will open, prompting you to authorize the connection between your quiz platform and your HubSpot account.
  4. Select your HubSpot account from the list provided. how to send leads to hubspot connect

  5. A confirmation page opens, showing that the connection was made. how to send leads to hubspot connect successful

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

  1. Go to the Quiz Builder and click on the Connect tab on the top of the screen.
  2. Within the integration options, find the section dedicated to HubSpot and click on the Connect button.
  3. A new browser tab will open, prompting you to authorize the connection between your quiz platform and your HubSpot account.
  4. Select your HubSpot account from the list provided. how to send leads to hubspot connect

  5. A confirmation page opens, showing that the connection was made. how to send leads to hubspot connect successful

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

  1. Go to the Quiz Builder and click on the Connect tab on the top of the screen.
  2. Within the integration options, find the section dedicated to HubSpot and click on the Connect button.
  3. A new browser tab will open, prompting you to authorize the connection between your quiz platform and your HubSpot account.
  4. Select your HubSpot account from the list provided. how to send leads to hubspot connect

  5. A confirmation page opens, showing that the connection was made. how to send leads to hubspot connect successful

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

  1. Go to the Quiz Builder and click on the Connect tab on the top of the screen.
  2. Within the integration options, find the section dedicated to HubSpot and click on the Connect button.
  3. A new browser tab will open, prompting you to authorize the connection between your quiz platform and your HubSpot account.
  4. Select your HubSpot account from the list provided. how to send leads to hubspot connect

  5. A confirmation page opens, showing that the connection was made. how to send leads to hubspot connect successful

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

Enable HubSpot for a quiz

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

  1. Open the quiz you want to configure.
  2. Go to Quiz Settings > Integrations tab.
  3. Scroll to the HubSpot card.
  4. Check the Enable HubSpot for this quiz checkbox to enable the integration. how to hubspot shopify connected
  5. Click Save to apply the changes.

From then on, whenever a customer finishes this quiz and leaves an email address, their contact details and answers are 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.

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.

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.

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.

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

You can add each customer to a HubSpot list automatically. You set this on the email block in your quiz.

  1. Open your quiz in the Quiz builder.
  2. Select the email question block in your quiz.
  3. In the block settings panel, scroll to the HubSpot section. how to hubspot shopify list selection
  4. From the Select a list dropdown, choose the HubSpot list to add the customer to.
  5. Click Save to apply the changes.

List Permissions Required

If the HubSpot list dropdown is missing, or it shows "Reconnect to HubSpot to enable list management", reconnect your HubSpot account. Go to Quiz Settings > Integrations and click Reconnect in the HubSpot card to grant the list permissions.

Create Lists in HubSpot First

The dropdown shows only 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.

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.

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.

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.

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

To control exactly which data reaches HubSpot, use one of these methods instead.

  • Using Zapier: connect your quiz to Zapier, as described in How to Send Leads to Zapier. Then, in Zapier, map the fields you want and forward them to HubSpot.
  • Uploading a CSV file: export your quiz responses as a CSV file and upload it to HubSpot.

To control exactly which data reaches HubSpot, use one of these methods instead.

  • Using Zapier: connect your quiz to Zapier, as described in How to Send Leads to Zapier. Then, in Zapier, forward the data you want to HubSpot.
  • Uploading a CSV file: export your quiz responses as a CSV file and upload it to HubSpot.

To control exactly which data reaches HubSpot, use one of these methods instead.

  • Using Zapier: connect your quiz to Zapier, as described in How to Send Leads to Zapier. Then, in Zapier, forward the data you want to HubSpot.
  • Uploading a CSV file: export your quiz responses as a CSV file and upload it to HubSpot.

To control exactly which data reaches HubSpot, use one of these methods instead.

  • Using Zapier: connect your quiz to Zapier, as described in How to Send Leads to Zapier. Then, in Zapier, forward the data you want to HubSpot.
  • Uploading a CSV file: export your quiz responses as a CSV file and upload it to HubSpot.

To control exactly which data reaches HubSpot, use one of these methods instead.

  • Using Zapier: connect your quiz to Zapier, as described in How to Send Leads to Zapier. Then, in Zapier, forward the data you want to HubSpot.
  • Uploading a CSV file: export your quiz responses as a CSV file and upload it to HubSpot.

To control exactly which data reaches HubSpot, use one of these methods instead.

  • Using Zapier: connect your quiz to Zapier, as described in How to Send Leads to Zapier. Then, in Zapier, forward the data you want to HubSpot.
  • Uploading a CSV file: export your quiz responses as a CSV file and upload it to HubSpot.

Quiz data in HubSpot

A customer finishes your quiz and leaves an email address. Their contact details, their answers and their product recommendations are then sent to your HubSpot account.

Viewing Contact Data

  1. In HubSpot, navigate to the Contacts section.
  2. Select any contact that has taken the quiz and click on View all properties to examine the details. how to hubspot properties1
  3. Find the section labeled Product Recommendation Quiz. It holds every field from the quiz, including the answers and the product recommendations. how to hubspot properties2

Custom Properties

The integration automatically creates custom properties in HubSpot to store quiz data. Each property is named quiz_{quiz_id}_{field_name}. These are the fields the app sends:

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 results page shown
quiz_{id}_result_page_name Name of the results 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

The app creates these properties in HubSpot the first time a response is sent, so you do not have to create them yourself. They will appear under the Product Recommendation Quiz property group.

Whenever a customer finishes your quiz, their contact details, their answers and their product recommendations are sent to your HubSpot account.

  1. To view the imported data, navigate to the contacts section within HubSpot.
  2. Select any contact that has taken the quiz, and click on view all properties to examine the details. how to hubspot properties1
  3. Find the section labeled Product Recommendation Quiz, or a similar name depending on your setup. It holds every field from the quiz, including the answers and the product recommendations. how to hubspot properties2

Custom Properties

Property names use the quiz Hash ID ([ID]) in lowercase, so a quiz with the ID LVPS1n produces properties like permalink_lvps1n.

Create the properties in HubSpot first

Unlike the Built for Shopify version, the legacy app does not create properties automatically. You need to create each one manually in HubSpot, using the exact internal name listed below, before the data can sync.

Property (internal name) Value
email The customer's email address, used as the primary identifier to find or create the contact.
firstname The customer's first name.
lastname The customer's last name.
phone The customer's phone number.
permalink_[ID] URL of the customer's results page.
permalink_hash_[ID] Unique hash of those results.
tags_[ID] Comma-separated string of all tags assigned.
result_page_name_[ID] Name of the results page, for quizzes with multiple results.
products_[ID] Comma-separated list of all recommended product titles.
q_[ID]_[QUESTION_TITLE] The text of the selected answer.
t_[ID]_[TAG_NAME] true for every individual tag assigned.
slot_[ID]_[SLOT_NAME]_product_[INDEX]_[FIELD] The recommended products, one property per field.

Product [FIELD] values

name, url, price and image_url. [INDEX] starts at 0.

Property names are sanitized

HubSpot has strict property naming rules, so question titles, tag names and slot names are lowercased and underscored when they are turned into internal names.

  • A question titled "What is your skin type?" becomes q_lvps1n_what_is_your_skin_type
  • A tag named "Skin type: oily" becomes t_lvps1n_skin_type_oily

Answers to date questions are sent as Unix timestamps in milliseconds, which is the format HubSpot requires for date properties.

Quiz data is not showing up in HubSpot?

If one property in the payload does not exist in your portal, HubSpot rejects the entire sync. When some or all of the quiz data is missing, check that you created every property in the table. Check too that you used the internal name, such as q_lvps1n_what_is_your_skin_type, rather than the label.

Create each property with the matching type:

Data HubSpot property type
Answers (q_...) Text, or Date for date questions
Tags and choices (t_...) Single checkbox, or Text
Permalinks and product lists Text

Whenever a customer finishes your quiz, their contact details, their answers and their product recommendations are sent to your HubSpot account.

  1. To view the imported data, navigate to the contacts section within HubSpot.
  2. Select any contact that has taken the quiz, and click on view all properties to examine the details. how to hubspot properties1
  3. Find the section labeled Product Recommendation Quiz, or a similar name depending on your setup. It holds every field from the quiz, including the answers and the product recommendations. how to hubspot properties2

Custom Properties

Property names use the quiz Hash ID ([ID]) in lowercase, so a quiz with the ID LVPS1n produces properties like permalink_lvps1n.

Create the properties in HubSpot first

Unlike the Built for Shopify version, the legacy app does not create properties automatically. You need to create each one manually in HubSpot, using the exact internal name listed below, before the data can sync.

Property (internal name) Value
email The customer's email address, used as the primary identifier to find or create the contact.
firstname The customer's first name.
lastname The customer's last name.
phone The customer's phone number.
permalink_[ID] URL of the customer's results page.
permalink_hash_[ID] Unique hash of those results.
tags_[ID] Comma-separated string of all tags assigned.
result_page_name_[ID] Name of the results page, for quizzes with multiple results.
products_[ID] Comma-separated list of all recommended product titles.
q_[ID]_[QUESTION_TITLE] The text of the selected answer.
t_[ID]_[TAG_NAME] true for every individual tag assigned.
slot_[ID]_[SLOT_NAME]_product_[INDEX]_[FIELD] The recommended products, one property per field.

Product [FIELD] values

name, url, price and image_url. [INDEX] starts at 0.

Property names are sanitized

HubSpot has strict property naming rules, so question titles, tag names and slot names are lowercased and underscored when they are turned into internal names.

  • A question titled "What is your skin type?" becomes q_lvps1n_what_is_your_skin_type
  • A tag named "Skin type: oily" becomes t_lvps1n_skin_type_oily

Answers to date questions are sent as Unix timestamps in milliseconds, which is the format HubSpot requires for date properties.

Quiz data is not showing up in HubSpot?

If one property in the payload does not exist in your portal, HubSpot rejects the entire sync. When some or all of the quiz data is missing, check that you created every property in the table. Check too that you used the internal name, such as q_lvps1n_what_is_your_skin_type, rather than the label.

Create each property with the matching type:

Data HubSpot property type
Answers (q_...) Text, or Date for date questions
Tags and choices (t_...) Single checkbox, or Text
Permalinks and product lists Text

Whenever a customer finishes your quiz, their contact details, their answers and their product recommendations are sent to your HubSpot account.

  1. To view the imported data, navigate to the contacts section within HubSpot.
  2. Select any contact that has taken the quiz, and click on view all properties to examine the details. how to hubspot properties1
  3. Find the section labeled Product Recommendation Quiz, or a similar name depending on your setup. It holds every field from the quiz, including the answers and the product recommendations. how to hubspot properties2

Custom Properties

Property names use the quiz Hash ID ([ID]) in lowercase, so a quiz with the ID LVPS1n produces properties like permalink_lvps1n.

Create the properties in HubSpot first

Unlike the Built for Shopify version, the legacy app does not create properties automatically. You need to create each one manually in HubSpot, using the exact internal name listed below, before the data can sync.

Property (internal name) Value
email The customer's email address, used as the primary identifier to find or create the contact.
firstname The customer's first name.
lastname The customer's last name.
phone The customer's phone number.
permalink_[ID] URL of the customer's results page.
permalink_hash_[ID] Unique hash of those results.
tags_[ID] Comma-separated string of all tags assigned.
result_page_name_[ID] Name of the results page, for quizzes with multiple results.
products_[ID] Comma-separated list of all recommended product titles.
q_[ID]_[QUESTION_TITLE] The text of the selected answer.
t_[ID]_[TAG_NAME] true for every individual tag assigned.
slot_[ID]_[SLOT_NAME]_product_[INDEX]_[FIELD] The recommended products, one property per field.

Product [FIELD] values

name, url, price and image_url. [INDEX] starts at 0.

Property names are sanitized

HubSpot has strict property naming rules, so question titles, tag names and slot names are lowercased and underscored when they are turned into internal names.

  • A question titled "What is your skin type?" becomes q_lvps1n_what_is_your_skin_type
  • A tag named "Skin type: oily" becomes t_lvps1n_skin_type_oily

Answers to date questions are sent as Unix timestamps in milliseconds, which is the format HubSpot requires for date properties.

Quiz data is not showing up in HubSpot?

If one property in the payload does not exist in your portal, HubSpot rejects the entire sync. When some or all of the quiz data is missing, check that you created every property in the table. Check too that you used the internal name, such as q_lvps1n_what_is_your_skin_type, rather than the label.

Create each property with the matching type:

Data HubSpot property type
Answers (q_...) Text, or Date for date questions
Tags and choices (t_...) Single checkbox, or Text
Permalinks and product lists Text

Whenever a customer finishes your quiz, their contact details, their answers and their product recommendations are sent to your HubSpot account.

  1. To view the imported data, navigate to the contacts section within HubSpot.
  2. Select any contact that has taken the quiz, and click on view all properties to examine the details. how to hubspot properties1
  3. Find the section labeled Product Recommendation Quiz, or a similar name depending on your setup. It holds every field from the quiz, including the answers and the product recommendations. how to hubspot properties2

Custom Properties

Property names use the quiz Hash ID ([ID]) in lowercase, so a quiz with the ID LVPS1n produces properties like permalink_lvps1n.

Create the properties in HubSpot first

Unlike the Built for Shopify version, the legacy app does not create properties automatically. You need to create each one manually in HubSpot, using the exact internal name listed below, before the data can sync.

Property (internal name) Value
email The customer's email address, used as the primary identifier to find or create the contact.
firstname The customer's first name.
lastname The customer's last name.
phone The customer's phone number.
permalink_[ID] URL of the customer's results page.
permalink_hash_[ID] Unique hash of those results.
tags_[ID] Comma-separated string of all tags assigned.
result_page_name_[ID] Name of the results page, for quizzes with multiple results.
products_[ID] Comma-separated list of all recommended product titles.
q_[ID]_[QUESTION_TITLE] The text of the selected answer.
t_[ID]_[TAG_NAME] true for every individual tag assigned.
slot_[ID]_[SLOT_NAME]_product_[INDEX]_[FIELD] The recommended products, one property per field.

Product [FIELD] values

name, url, price and image_url. [INDEX] starts at 0.

Property names are sanitized

HubSpot has strict property naming rules, so question titles, tag names and slot names are lowercased and underscored when they are turned into internal names.

  • A question titled "What is your skin type?" becomes q_lvps1n_what_is_your_skin_type
  • A tag named "Skin type: oily" becomes t_lvps1n_skin_type_oily

Answers to date questions are sent as Unix timestamps in milliseconds, which is the format HubSpot requires for date properties.

Quiz data is not showing up in HubSpot?

If one property in the payload does not exist in your portal, HubSpot rejects the entire sync. When some or all of the quiz data is missing, check that you created every property in the table. Check too that you used the internal name, such as q_lvps1n_what_is_your_skin_type, rather than the label.

Create each property with the matching type:

Data HubSpot property type
Answers (q_...) Text, or Date for date questions
Tags and choices (t_...) Single checkbox, or Text
Permalinks and product lists Text

Whenever a customer finishes your quiz, their contact details, their answers and their product recommendations are sent to your HubSpot account.

  1. To view the imported data, navigate to the contacts section within HubSpot.
  2. Select any contact that has taken the quiz, and click on view all properties to examine the details. how to hubspot properties1
  3. Find the section labeled Product Recommendation Quiz, or a similar name depending on your setup. It holds every field from the quiz, including the answers and the product recommendations. how to hubspot properties2

Custom Properties

Property names use the quiz Hash ID ([ID]) in lowercase, so a quiz with the ID LVPS1n produces properties like permalink_lvps1n.

Create the properties in HubSpot first

Unlike the Built for Shopify version, the legacy app does not create properties automatically. You need to create each one manually in HubSpot, using the exact internal name listed below, before the data can sync.

Property (internal name) Value
email The customer's email address, used as the primary identifier to find or create the contact.
firstname The customer's first name.
lastname The customer's last name.
phone The customer's phone number.
permalink_[ID] URL of the customer's results page.
permalink_hash_[ID] Unique hash of those results.
tags_[ID] Comma-separated string of all tags assigned.
result_page_name_[ID] Name of the results page, for quizzes with multiple results.
products_[ID] Comma-separated list of all recommended product titles.
q_[ID]_[QUESTION_TITLE] The text of the selected answer.
t_[ID]_[TAG_NAME] true for every individual tag assigned.
slot_[ID]_[SLOT_NAME]_product_[INDEX]_[FIELD] The recommended products, one property per field.

Product [FIELD] values

name, url, price and image_url. [INDEX] starts at 0.

Property names are sanitized

HubSpot has strict property naming rules, so question titles, tag names and slot names are lowercased and underscored when they are turned into internal names.

  • A question titled "What is your skin type?" becomes q_lvps1n_what_is_your_skin_type
  • A tag named "Skin type: oily" becomes t_lvps1n_skin_type_oily

Answers to date questions are sent as Unix timestamps in milliseconds, which is the format HubSpot requires for date properties.

Quiz data is not showing up in HubSpot?

If one property in the payload does not exist in your portal, HubSpot rejects the entire sync. When some or all of the quiz data is missing, check that you created every property in the table. Check too that you used the internal name, such as q_lvps1n_what_is_your_skin_type, rather than the label.

Create each property with the matching type:

Data HubSpot property type
Answers (q_...) Text, or Date for date questions
Tags and choices (t_...) Single checkbox, or Text
Permalinks and product lists Text

Sending follow-up emails with HubSpot

Info

The app sends the quiz data to HubSpot. You build the flows and the email templates in HubSpot, so ask HubSpot support about that part of the setup.

  1. Once your quiz is sending data to HubSpot, you can set up an email campaign in HubSpot.
  2. Create a list holding only the customers who finished the quiz. Build it from the custom properties the quiz sends. You can then write a separate campaign for each set of answers.

    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. It holds every contact who finished your quiz.

  3. Use that list as the trigger for your campaign, so only those customers get the email.

  4. Set up your campaign and email flow.
  5. 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.
  6. Turn the campaign on. HubSpot then sends the email to everyone in the list.

Info

The app sends the quiz data to HubSpot. You build the flows and the email templates in HubSpot, so ask HubSpot support about that part of the setup.

  1. Once your quiz is successfully connected to HubSpot, you can set up an email campaign in HubSpot.
  2. Create a list holding only the customers who finished the quiz. Build it from the custom properties the quiz sends. You can then write a separate campaign for each set of answers.

    Tip

    Check this HubSpot article to learn how to create lists.

  3. Use that list as the trigger for your campaign, so only those customers get the email.

  4. Set up your campaign and email flow.
  5. 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.
  6. Turn the campaign on. HubSpot then sends the email to everyone in the list.

Info

The app sends the quiz data to HubSpot. You build the flows and the email templates in HubSpot, so ask HubSpot support about that part of the setup.

  1. Once your quiz is successfully connected to HubSpot, you can set up an email campaign in HubSpot.
  2. Create a list holding only the customers who finished the quiz. Build it from the custom properties the quiz sends. You can then write a separate campaign for each set of answers.

    Tip

    Check this HubSpot article to learn how to create lists.

  3. Use that list as the trigger for your campaign, so only those customers get the email.

  4. Set up your campaign and email flow.
  5. 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.
  6. Turn the campaign on. HubSpot then sends the email to everyone in the list.

Info

The app sends the quiz data to HubSpot. You build the flows and the email templates in HubSpot, so ask HubSpot support about that part of the setup.

  1. Once your quiz is successfully connected to HubSpot, you can set up an email campaign in HubSpot.
  2. Create a list holding only the customers who finished the quiz. Build it from the custom properties the quiz sends. You can then write a separate campaign for each set of answers.

    Tip

    Check this HubSpot article to learn how to create lists.

  3. Use that list as the trigger for your campaign, so only those customers get the email.

  4. Set up your campaign and email flow.
  5. 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.
  6. Turn the campaign on. HubSpot then sends the email to everyone in the list.

Info

The app sends the quiz data to HubSpot. You build the flows and the email templates in HubSpot, so ask HubSpot support about that part of the setup.

  1. Once your quiz is successfully connected to HubSpot, you can set up an email campaign in HubSpot.
  2. Create a list holding only the customers who finished the quiz. Build it from the custom properties the quiz sends. You can then write a separate campaign for each set of answers.

    Tip

    Check this HubSpot article to learn how to create lists.

  3. Use that list as the trigger for your campaign, so only those customers get the email.

  4. Set up your campaign and email flow.
  5. 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.
  6. Turn the campaign on. HubSpot then sends the email to everyone in the list.

Info

The app sends the quiz data to HubSpot. You build the flows and the email templates in HubSpot, so ask HubSpot support about that part of the setup.

  1. Once your quiz is successfully connected to HubSpot, you can set up an email campaign in HubSpot.
  2. Create a list holding only the customers who finished the quiz. Build it from the custom properties the quiz sends. You can then write a separate campaign for each set of answers.

    Tip

    Check this HubSpot article to learn how to create lists.

  3. Use that list as the trigger for your campaign, so only those customers get the email.

  4. Set up your campaign and email flow.
  5. 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.
  6. Turn the campaign on. HubSpot then sends the email to everyone in the list.

Using custom quiz properties in email templates

To personalize a follow-up email with quiz data, pull the custom properties into the email template.

  1. In HubSpot, navigate to Marketing > Email > Create email.
  2. In the email editor, use the Personalization Token feature.
  3. Click on Insert, then select Personalization Token from the dropdown. how to hubspot image5
  4. Choose the custom quiz properties your quiz captured. HubSpot replaces each token with that contact's own data when the email is sent.

    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
  5. Use the Preview feature to check that the custom properties appear correctly.

    how to hubspot image6

Info

HubSpot handles text from the quiz, but it cannot embed images in an email template as a custom property. Plan your quiz content around that limit.

To personalize a follow-up email with quiz data, pull the custom properties into the email template.

  1. In HubSpot, navigate to Marketing > Email > Create email. how to hubspot image4
  2. In the email editor, use the Personalization Token feature.
  3. Click on Insert, then select Personalization Token from the dropdown. how to hubspot image5
  4. Choose the custom quiz properties your quiz captured. HubSpot replaces each token with that contact's own data when the email is sent.
  5. Use the Preview feature to check that the custom properties appear correctly.

    how to hubspot image6

Info

HubSpot handles text from the quiz, but it cannot embed images in an email template as a custom property. Plan your quiz content around that limit.

To personalize a follow-up email with quiz data, pull the custom properties into the email template.

  1. In HubSpot, navigate to Marketing > Email > Create email.
  2. In the email editor, use the Personalization Token feature.
  3. Click on Insert, then select Personalization Token from the dropdown. how to hubspot image5
  4. Choose the custom quiz properties your quiz captured. HubSpot replaces each token with that contact's own data when the email is sent.
  5. Use the Preview feature to check that the custom properties appear correctly.

    how to hubspot image6

Info

HubSpot handles text from the quiz, but it cannot embed images in an email template as a custom property. Plan your quiz content around that limit.

To personalize a follow-up email with quiz data, pull the custom properties into the email template.

  1. In HubSpot, navigate to Marketing > Email > Create email.
  2. In the email editor, use the Personalization Token feature.
  3. Click on Insert, then select Personalization Token from the dropdown. how to hubspot image5
  4. Choose the custom quiz properties your quiz captured. HubSpot replaces each token with that contact's own data when the email is sent.
  5. Use the Preview feature to check that the custom properties appear correctly.

    how to hubspot image6

Info

HubSpot handles text from the quiz, but it cannot embed images in an email template as a custom property. Plan your quiz content around that limit.

To personalize a follow-up email with quiz data, pull the custom properties into the email template.

  1. In HubSpot, navigate to Marketing > Email > Create email.
  2. In the email editor, use the Personalization Token feature.
  3. Click on Insert, then select Personalization Token from the dropdown. how to hubspot image5
  4. Choose the custom quiz properties your quiz captured. HubSpot replaces each token with that contact's own data when the email is sent.
  5. Use the Preview feature to check that the custom properties appear correctly.

    how to hubspot image6

Info

HubSpot handles text from the quiz, but it cannot embed images in an email template as a custom property. Plan your quiz content around that limit.

To personalize a follow-up email with quiz data, pull the custom properties into the email template.

  1. In HubSpot, navigate to Marketing > Email > Create email.
  2. In the email editor, use the Personalization Token feature.
  3. Click on Insert, then select Personalization Token from the dropdown. how to hubspot image5
  4. Choose the custom quiz properties your quiz captured. HubSpot replaces each token with that contact's own data when the email is sent.
  5. Use the Preview feature to check that the custom properties appear correctly.

    how to hubspot image6

Info

HubSpot handles text from the quiz, but it cannot embed images in an email template as a custom property. Plan your quiz content around that limit.

Disconnect HubSpot

If you need to disconnect your store from HubSpot:

  1. Open the RevenueHunt app and navigate to any quiz.
  2. Go to Quiz Settings > Integrations tab.
  3. Scroll to the HubSpot card.
  4. Click the Disconnect button. how to hubspot shopify disconnect placeholder
  5. 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.

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

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

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

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


This article explains how to send quiz leads to HubSpot, and how to set up a follow-up email there.