Set up source tracking for HubSpot

You can collect tracking information to find out where your HubSpot contacts are coming from by following the instructions in this article.

This article shows you how to track information like First page seen, Last Page seen, Last referring site, Original source and Original source drill-down 1 and Original source drill-down 2 in HubSpot to show where your form submissions are coming from, for example, from social media or direct traffic. 

For a general introduction to tracking the source of your forms using Hidden Fields, check out this article.

You can configure source tracking for Typeform's HubSpot integration in two ways:

- Segment your audience by source on your HubSpot dashboard

- Track the source of embedded forms (for advanced users)

To start tracking the source of your forms, you must first enable source tracking.

You can do this by simply toggling the source tracking switch when integrating with HubSpot from the Connect panel:

If you're setting up the integration from the Create panel, click HubSpot configuration, toggle the Respondent source tracking switch, and click Save:

 

When setting up the integration, make sure to include an Email question in your form, and select the Yes, require an email address checkbox. Leads created without a valid email address might only include incomplete source tracking information.

Segment your audience by source on your HubSpot dashboard

Want to track the source of your leads? Once you've set up the integration and enabled source tracking, you’ll be able to do just that in your HubSpot account.

By default, HubSpot adds a tracking cookie to your form. So if you share your form on social media, that'll be recorded in HubSpot.

1. Toggle the Enable source tracking switch when setting up the HubSpot integration in the Connect panel.

2. Next, go to the Create panel to add UTM tracking parameters to your link.

3. Click the Settings icon.

4. Select Tracking.

Then toggle the UTM tracking parameters you want to track and hit Save.

5. Hit Publish to save your changes.

The parameters will be added to your form's URL after you click Publish. Make sure to replace the xxxxx in the URL with the source and medium values before sharing the link. 

6. Open your HubSpot account, and head over to the Contacts section.

7. Click Edit columns.

8. From this menu, make sure you add Original source and Original source drill-down 1.

9. Now you can see the source type in Original source, and the specific source in Original source drill-down 1.

In this case, our latest contact came from Social Media, specifically Twitter.

If you're backfilling responses, you won't be able to segment those contacts by a specific source. All such contacts will be shown as created from Direct Traffic from Unknown URL.

Read on to learn about a more advanced method to track the source of your embedded forms.

Track the source of embedded forms (for advanced users)

Tracking the source of forms that are embedded in websites requires installing a tracking code—for this, it's best to have some web development experience. You can also partner up with an agency to find a Typeform expert.

To start tracking embedded forms:

1. When connecting your form to HubSpot in the Connect panel, toggle the Enable source tracking switch.

2. In your HubSpot account, locate your tracking code. Then add the tracking code to your website, like Squarespace or WordPress to track the source.

Instructions on how to locate your HubSpot tracking code and install it on your website can be found here.

3. Back in your Typeform account, head over to the Share panel of your form, and click Embed in a web page. Then click the Advanced tab on the right-side panel.

4. Under Integrations tracking, toggle HubSpot on.

5. Customize the design of your embed; more information can be found here. Then click Apply changes or Start embedding to save your work.

 Click Copy and then paste the code into your website.

You’re now ready to start collecting tracking information about your embedded form! You can view your web analytics data under contact properties in HubSpot.

When you go to your form's Hidden Fields section, you'll see the following Hidden Fields automatically created for you.