Bulk Insert Contacts into Form for Offline Conversion Tracking

[MMetros5]

I am trying to crack the code on offline conversion tracking. Would it be possible to bulk insert contacts from a google sheet into HubSpot as a form submission? 

That way I can create a Hubspot form as the "Offline Event" and then have all the interaction fields filled in because Hubspot will register the form...

Manual imports do not allow me to associate the import with a campaign as the first interaction. These fields show up as blank values.

Can we handle this through an API? Is there a way for me to bulk insert contacts into a form?

[MMetros5 · Accepted solution]

SOLVED:

Problem:

Inserting contacts with a campaign is not possible via standard Hubspot import. Thus, first touch attribution for offline events, do not display in attribution reporting.

Goal:

We want toInsert contacts with a campaign through a form. We can insert first touch in HubSpot via forms by associating the form with a campaign

Which campaign created the most contacts?

Google Sheets Document

Step 1: Setup Hubspot form for campaign

• Marketing -> Lead Capture -> Forms

Step 2: Create Hubspot Campaign

• Marketing -> Campaign

Step 3: Setup Track URL

• Reports -> Analytics Tools -> Tracking URL Builder

Step 4: Copy Tracking URL

Step 5. Setup Columns in Google Sheet

1. https://legacydocs.hubspot.com/docs/methods/forms/submit_form
2. https://zapier.com/help/create/code-webhooks/send-webhooks-in-zaps
1. https://zapier.com/app/billing/plans
2. We have to be on the paid version of Zapier to achieve this.

POST https://api.hsforms.com/submissions/v3/integration/submit/:portalId/:formGuid

Portalid = 6768257

FormId = 95b648bf-a0fe-40fe-b515

• Select the Embed button on the Hubspot Form to get this information

{

  "first_name": "Bryan",

   "last_name": "Helmig",

   "Email": 27

}

Step 6: Setup Zapier

1. Set Google Sheets as the Event
2. Format the Data
1. Make sure you use the unique identifier will be used when inserting the data into JSON format.
2. The internal name can be found in the objects and fields section of Hubspot

Example Postman Request

https://www.getpostman.com/collections/efd70c8144ce386d6edf

POST https://api.hsforms.com/submissions/v3/integration/submit/:portalId/:formGuid

Example JSON body

{

 "fields": [

   {

     "objectTypeId": "0-1",

     "name": "email",

     "value": "matthew.metros@gmail.com"

   },

   {

     "objectTypeId": "0-1",

     "name": "firstname",

     "value": "Matthew"

   },

   {

     "objectTypeId": "0-1",

     "name": "lastname",

     "value": "Metros"

   } 

 ],

   "context": {

   "pageUri": "https://engage.example.com/demo/request?utm_campaign=Chicago%20Offline%20Event%202022&utm_source=Tra...",

   "pageName": "Demo page"

 }

}

1. Send webhooks in Zapier

Step 7 ) Contact is now inserted to Hubspot with Campaign

Now when we do attribution reports on deals, we will be able to report on the attribution of the offline event.

We can now see that our fake offline campaign has attributed $25,000 in revenue.

FAQ

1. If a contact attends multiple offline campaigns in their lifetime, will we be able to association many campaigns to this contact record and have that display on the attribution reporting?

• Yes. Every new form submission with the tracking URL will associate the contact in the form submission with the campaign. Please see multiple campaign in the attribution reporting below. Each one of these was a form submission via API with different Tracking URLs. Thus, allowing hubspot to associate the contact with a different campaign.

1. Can we use this to backfill campaign data?

• Unfortunately Hubspot will not allow you to set the submission date retroactively. Otherwise, yes, we can set the contact to be associated with retroactive campaigns using this method.