Integrating Qualified with HubSpot gives your revenue team the context of the buyer's journey during every conversation. Your team can view a visitor's HubSpot details in the Visitor 360, create or update contact records during a chat, and automatically log key activities like meetings.
This article covers connecting your HubSpot account and configuring the integration for accurate lead source tracking.
Prerequisites
Before you begin, make sure you have Super Admin permissions in your HubSpot account. This is required to authorize the connection with Qualified.
Step 1: Connect your HubSpot account
First, let's get the two platforms talking. The connection process is handled securely through HubSpot's own authentication service.
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In Qualified, navigate to Settings → Integrations → HubSpot → Connection, and click the Connect to HubSpot button.
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You will be redirected to HubSpot. If prompted, sign in and choose the correct HubSpot account you wish to connect.
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Review the permissions and click Connect App to approve the integration.
Once authorized, you'll be redirected back to Qualified, where you can now configure your integration settings.
If the connection doesn't complete, try connecting again from a private or incognito browser window. Cached cookies in your current browser session can interfere with the HubSpot authorization.
Step 2: Configure your integration settings
With your account connected, your next step is to complete the configuration in Qualified. One setting matters most for accurate lead tracking.
Enable enhanced lead source tracking
Start by enabling enhanced lead source tracking.
Check your HubSpot reports and workflows first
Configuring visitor association changes the source values HubSpot records on contacts Qualified creates from then on. Existing contacts keep their current values.
| HubSpot field | Before | After |
| Record Source | Integration | Forms |
| Record Source Details 1 | Qualified | Qualified Visitor Association Form |
| Original Traffic Source | Offline Source | The visitor's traffic source, such as Direct traffic or Paid search |
| Original Traffic Source Drill down 1 | INTEGRATION | The URL where the conversion happened |
Some conversion information fields also start populating. Before you configure visitor association, review any HubSpot reports, list filters and lead scoring that use these fields, and any workflows that trigger on form submissions, since contacts from Qualified will now arrive through a form.
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On the HubSpot settings page in Qualified, click the Configure Visitor Association button.
This one-time setup automatically creates a form named Qualified Visitor Association Form in your HubSpot account. Qualified uses this form behind the scenes when it captures an email through a conversation, a form fill, or a tracked link in a HubSpot marketing email. The form creates new contacts or links existing contacts in HubSpot and credits them with their true Original Source, such as "Paid Search," "Organic Social," or "Direct Traffic." This gives you a clear view of your marketing ROI inside HubSpot.
Still seeing Offline Source? If contacts created by Qualified still show "Offline Source" as their Original Traffic Source, confirm that visitor association is configured on the HubSpot settings page in Qualified. Contacts are created with the previous method until it is. If it's configured and you still see "Offline Source", contact your Qualified Success Architect (QSA).
How HubSpot identifies email clickthroughs
HubSpot associates a clickthrough from a marketing email with an existing contact only once. The first time a contact clicks a link in a HubSpot marketing email, HubSpot links that browser to the contact, and Qualified can identify the visitor.
HubSpot gives any later clicks a temporary anonymous identity instead. This includes a click on the same email in another browser and a click on a forwarded email. That anonymous identity is all Qualified sees, so the visitor stays anonymous until they submit a form or share their email in a conversation.
Configure other settings
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Default Push Destination: Set HubSpot as your default destination so that when reps "pounce" on anonymous visitors, they can create or update contacts in HubSpot.
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HubSpot Fields: When you add or change contact fields in HubSpot, click the Update fields button here to sync those changes into Qualified, making them available in the Visitor 360.
Learn more about the HubSpot integration
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