Custom property to pull PURL in for external webform

[TStevens]

Hi my client needs to use HubSpot CRM to pull together a PURL using First name, email, company name to an external webform on their site.  This would be used to prepopulate a form and intro on landing page.  We want to use a custom property to do this and use it as a personalisation token.  Any ideas about how to get the code into a custom property to pull the PURL together?

[JTBuys · Accepted solution]

Thanks, I believe you should be able to accomplish this with a calculation property. Using a calculation property, you can have it generate the PURL using other CRM properties to set the query parameters.

As you can see above, I have used the concatenate function to combine the base url (i.e. the external web page) with each query parameter (i.e. name, email, company) and the value set by the exising property in the CRM.

When this property is created it will automatically generate a PURL in that format for every record. The example above is generating: https://supered-dev-43836184.hubspotpagebuilder.com/example-lp?firstname=Justin&email=justin@ghagenc...

When paired with a HubSpot form this link will prepopulate the form fields. This is possible because the query parameters above (i.e. firstname, email, company) match the field names of the form on the page. If they do not match then they will not prepopulate. Additionally, not all form platforms support prepoluation in this manner.

What form platform is being used on the client website?

[JTBuys]

@TStevens,

Can you confirm my understading of your requirements? And, what Hubs do you currently have?

You would like to have a property to store a PURL with First name, email, company name like below and then use this property as a personalization token in an email.

example.com/landing-page?firstname=john&email=john@email.com&companyname=acme

[TStevens]

Hi @JTBuys  thanks for your reply.  (Sales and Marketing Pro)

1. what I need is a URL link to a page which is on a client website (prepopulate the external form using HubSpot CRM)  with parameters attached. ie https://clientwebsite.com/questionnaire/ followed by ?your-name=%customername&your-email=%customeremail&your-company=%customercompany where the customer details are passed from the hubspot list.  

We hoped to make a custom property or another option.  I am not a coder so a little stuck here.  The URL will pull the personalisation to the external form on the client website and prepopluate some personalisation of intro as well.

Thank you for your help!!

[JTBuys · Accepted solution]

Thanks, I believe you should be able to accomplish this with a calculation property. Using a calculation property, you can have it generate the PURL using other CRM properties to set the query parameters.

As you can see above, I have used the concatenate function to combine the base url (i.e. the external web page) with each query parameter (i.e. name, email, company) and the value set by the exising property in the CRM.

When this property is created it will automatically generate a PURL in that format for every record. The example above is generating: https://supered-dev-43836184.hubspotpagebuilder.com/example-lp?firstname=Justin&email=justin@ghagenc...

When paired with a HubSpot form this link will prepopulate the form fields. This is possible because the query parameters above (i.e. firstname, email, company) match the field names of the form on the page. If they do not match then they will not prepopulate. Additionally, not all form platforms support prepoluation in this manner.

What form platform is being used on the client website?

[JTBuys]

@TStevens, if you have access to Marketing Hub Pro, then you can create these PURLs using a calulation property. There is a limit to the number of these that you can create so at the pro tier (limited to 25) you may need to remove old PURLs ocassionally.

[TStevens]

@JTBuys  I cannot thank you enough for the help here - I will take it to the client and web developer - we have some calculated properties left!  

[TStevens · Accepted solution]

@JTBuys I have a meeting shortly with the client and web dev.  He has his own system so will use your answer to find out.

[DianaGomez]

Hi @TStevens, 

Thanks for reaching out to the Community!

I conducted some research and learned that you have previously raised this question with the support team. I'm sharing here the response they provided in case it may be helpful to others. Additionally, the question will remain accessible in the community should another user offer any further recommendations for you.

"In HubSpot, there's no default or native tool to create and customize PURLs, however, there's an integration called Postalytics that you could install and explore, that allows you to personalize HubSpot landing pages with pURLs to pre-fill HubSpot forms."

Best,

Diana