diff --git a/overview/for-abm/creating-personalized-abm-pages.mdx b/overview/for-abm/creating-personalized-abm-pages.mdx index cdaa878..28e6414 100644 --- a/overview/for-abm/creating-personalized-abm-pages.mdx +++ b/overview/for-abm/creating-personalized-abm-pages.mdx @@ -13,77 +13,40 @@ sidebarTitle: "Create ABM pages"
1 -

Choose granularity

+

Upload your Prospects

- Decide how personalized you want each page to be. + Add your prospects to the platform so the agent knows who to personalize pages for. You can upload them individually or in bulk via CSV.

-
-

Personalization options

-
-
-

Company

-

Account-level page for one company.

-
-
-

Job title

-

Role-level page across many accounts.

-
-
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Full name

-

1:1 page for a specific person.

-
-
-
-
-
- - -
-
-
- - 2 - -

Prepare your CSV

-
-

- Your columns depend on the granularity you picked. -

- -
-
-
-
-

leads.csv

+

prospects.csv

- - + + + - - + + + - - + + +
Company NameCompany URLNameEmailPhone Number
Acme Corpwww.acmecorp.comJane Smithjane@acmecorp.com+1 (555) 123-4567
Northwindwww.northwind.comTom Chentom@northwind.com+1 (555) 987-6543
@@ -93,19 +56,19 @@ sidebarTitle: "Create ABM pages"
-
+
- 3 + 2 -

Create a Page Group and set the CTA

+

Create a Group and set the CTA

- Create a new Page Group for the campaign, then set the CTA destination (URL or form). + Create a new Page Group for the campaign, then set the final destination — a URL or form — where you want prospects to convert.

Tip

@@ -127,25 +90,25 @@ sidebarTitle: "Create ABM pages"
-
+
- 4 + 3 -

Bulk create pages

+

Bulk create pages from the People tab

- Use the Bulk Create Pages filter to generate pages from your CSV rows. + Go to the People tab and bulk create pages for each prospect. The agent will enrich every profile and generate a personalized page for every person in your list.

Bulk create pages flow
-
+
- 5 + 4

Publish and export

diff --git a/overview/integrations/how-to-add-form-submission-into-your-hubspot-crm.mdx b/overview/integrations/how-to-add-form-submission-into-your-hubspot-crm.mdx index 99e6af3..f41d0a3 100644 --- a/overview/integrations/how-to-add-form-submission-into-your-hubspot-crm.mdx +++ b/overview/integrations/how-to-add-form-submission-into-your-hubspot-crm.mdx @@ -1,41 +1,91 @@ --- -title: "How to add Form Submission into your Hubspot CRM" -description: "Send Architect form submissions to HubSpot using a webhook-triggered workflow" +title: "How to Integrate Leads into HubSpot with Clay" +description: "Send Architect form submissions to HubSpot contacts using Clay as a middleware" +sidebarTitle: "HubSpot with Clay" --- -You should be able add the form responses into your Hubspot contacts list through the Automation Workflow feature in Hubspot. +## Part 1: Create a HubSpot Legacy App -**Step 1: (Hubspot) Create a New Workflow** + + + Go to **Development > Legacy Apps**. + -- Navigate to Automations → Workflows -- Create a new workflow from scratch -- Select Custom trigger type + + Name it **Architect** and add these scopes: -**Step 2: (Hubspot) Configure External Event Trigger** + - `crm.objects.contacts.write` + - `crm.objects.contacts.read` + -- Choose "Receive a webhook from an external app" from the custom events and external events options -- Click "Add a webhook" -- Name the webhook (e.g., "Architect") -- Click Continue -- Copy the generated webhook URL + + Open the **Auth** tab, click **Show Token**, and copy it. This is your Bearer Token. + + -**Step 3: Set Up the Architect Platform** +## Part 2: Set Up Clay -- Go to your Architect platform Settings → Webhooks -- Create a new webhook -- Paste the HubSpot webhook URL -- Subscribe to "form submitted" event - - ![Screenshot 2025-12-19 at 18.17.31.png](/overview/images/Screenshot_2025-12-19_at_18.17.31.png) - + + + In Clay, create a new custom table. Add a column: **Add Enrichment > Webhook**. Copy the Webhook URL. + -**Step 4: Test the Connection** + + In Architect, go to **Settings > Webhooks**, create a new webhook, and paste the Clay Webhook URL. Send a test to confirm it works. + -![Screenshot 2025-12-19 at 20.56.59.png](/overview/images/Screenshot_2025-12-19_at_20.56.59.png) + + Back in Clay, add a new column: **Add Enrichment > HTTP API**. Select **HTTP API (Headers)** and create a new account. + -- In Architect Settings, send a test webhook request. Verify it's received in HubSpot + + - **Method:** `POST` + - **Endpoint:** `https://api.hubapi.com/crm/v3/objects/contacts` + - **Body:** -**Step 5: Configure Data Fields in HubSpot** + ```json + { + "properties": { + "email": "email", + "firstname": "firstName", + "lastname": "lastName", + "company": "companyName", + "hs_google_click_id": "gclid" + } + } + ``` -- Set up the form to capture data. -- You can optionally add additional fields if your form has multiple fields. + Map each field to the matching property from the webhook data. + + + If your form only captures emails: + + ```json + { + "properties": { + "email": "email" + } + } + ``` + + + + + | Header | Value | + | --- | --- | + | `Content-Type` | `application/json` | + | `Authorization` | `Bearer YOUR_ACCESS_TOKEN` | + + + Replace `YOUR_ACCESS_TOKEN` with the token from Part 1. + + + + + +Architect webhooks also pass UTM parameters (such as `utm_source`, `utm_medium`, `utm_campaign`, and `gclid`) with each form submission, so you can map these to HubSpot contact properties for full attribution tracking. + + + +Don't have Clay? Reach out to the Architect team and we can set this up for you. +