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HubSpot

Connect HubSpot to automatically feed attribution survey responses into Finseo. When a lead submits a form with a “How did you hear about us?” field, a HubSpot workflow sends the contact to Finseo via webhook. Finseo normalizes the answer into attribution channels (ChatGPT, Perplexity, Google, referral, …) and correlates it with your AI visibility data.

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Requirements

  • A HubSpot subscription that includes the Send a webhook workflow action — Operations Hub Professional/Enterprise or Data Hub Professional/Enterprise. It is not included in standard Marketing/Sales/Service Hub Professional tiers.
  • A form (or property) that captures the attribution answer, e.g. a “How did you hear about us?” field.

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Get your webhook URL

  1. In Finseo, open Integrations → HubSpot → Connect.
  2. Copy your personal webhook URL. It already contains your project ID, the ?source=hubspot marker for automatic payload detection, and a secret token:

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Set up the HubSpot workflow

  1. In HubSpot, go to Automations → Workflows → Create workflow (contact-based).
  2. Set the enrollment trigger to Form submission on your signup or contact form.
  3. Add the action Send a webhook (in the Data ops section), method POST.
  4. Paste your Finseo webhook URL.
  5. Include the contact properties in the request body — at minimum email, name, and your attribution field.
  6. Turn the workflow on.
Finseo automatically parses HubSpot contact payloads and extracts email, name, and the attribution answer.

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Test and map fields

  • The Finseo connect dialog has a live listener: turn it on, trigger a test enrollment in HubSpot, and Finseo shows the received payload.
  • If the attribution answer is not detected automatically, use Field Mapping in the dialog to point Finseo at the right property.

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Troubleshooting

Your HubSpot subscription doesn’t include the webhook action (it requires Operations Hub or Data Hub Professional/Enterprise). As a workaround, route the form through Zapier, Make, or n8n instead — see the Zapier / Make integration.
Finseo scans field names for keywords like “how did”, “find us”, “source”, “referral”. If your property is named differently, set it explicitly under Field Mapping.