HubSpot Scheduling
This page guides you through the required steps to ingest Cello’s Unique Campaign Codes (UCC) into HubSpot using HubSpot standalone forms.
We highly recommend creating customized landing pages where the HubSpot form can be embedded and Cello’s attribution can be connected. This highly improves tracking of referrals where the referee is not signing up on the first visit to the landing page. Details to connect the attribution library can be found here.
Create UCC property in HubSpot
When creating a custom property in HubSpot, it is important that the internal name of the property is “ucc”. This sets up the property in either company or deal. The one to choose depends on your specific sales process and the corresponding HubSpot setup.
When giving the property a "Label", be aware that this value will later be visible in the scheduling page.
These instructions describe creating the UCC property in the object type “Company”, group “Company information”. Often, it can make sense to create the UCC property in the “Deal” object type. A custom property can be created following the instructions of HubSpot here.
Create a form with a hidden UCC field in HubSpot
- Create a scheduling page in HubSpot following the instructions here.
- In the "Form" section, add the created UCC parameter to the form. You can't hide this field on a scheduling page. This field automatically picks up the UCC parameter from the link and feeds it into the created UCC property in HubSpot. The result should look similar to the following screenshot.
The UCC property should not be marked required, if this form will be also available for all other users not being referred from Cello's referral program,
