How to add referral tracking to a HubSpot meeting form
To make HubSpot meeting forms work with referral tracking, you will need to perform the following steps:
1. Make sure that your HubSpot meeting form is embedded on your website (e.g, https://yoursite.com/request-demo). Referral tracking is not possible if you use your HubSpot meeting form's standalone URL, which is located on a different domain (e.g, https://meetings.hubspot.com/bob).
2. Expose a new field where the referred friend can enter their referrer's email address or referrer ID. You can label this field something like "Who was your referrer (email or unique ID)?" -- see the image below:
3. Use the GrowSurf REST API (via Zapier) to add referred participants. To accomplish this, follow these steps:
- Connect to Zapier
- Follow the instructions on this Zapier tutorial, but note the following:
- For step 2, type HubSpot and select HubSpot from the dropdown menu, and for Trigger Event, select New Form Submission
- For step 3, for the URL field please go to https://docs.growsurf.com/integrate/rest-api/api-reference#add-participant and copy/paste the “Add Participant” URL into the URL field. Remember to replace ":id" with your campaign ID (the colon should not be a part of your campaign ID)
- Complete the rest of the tutorial steps
- Open the GrowSurf campaign editor, and select "Programmatically using the GrowSurf API" as your referral tracking method.
- Now, anytime someone schedules a meeting using your HubSpot calendar, they will be added as a new GrowSurf participant