From f621e701c37aaed26b4259b10da9f58bf1d82ca2 Mon Sep 17 00:00:00 2001 From: taisy03 Date: Wed, 1 Apr 2026 15:50:00 +0100 Subject: [PATCH 1/3] docs: update ABM page steps to reflect new prospect-based workflow --- .../creating-personalized-abm-pages.mdx | 77 +++++-------------- 1 file changed, 20 insertions(+), 57 deletions(-) diff --git a/overview/for-abm/creating-personalized-abm-pages.mdx b/overview/for-abm/creating-personalized-abm-pages.mdx index cdaa878..baeb305 100644 --- a/overview/for-abm/creating-personalized-abm-pages.mdx +++ b/overview/for-abm/creating-personalized-abm-pages.mdx @@ -18,71 +18,34 @@ 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.

-
-
-

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

- + + - + + - + + @@ -93,19 +56,19 @@ sidebarTitle: "Create ABM pages" -
+
- 3 + 2 -

Create a Page Group and set the CTA

+

Create a new Group and choose a final destination

- 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 generate a personalized page for every person in your list.

Bulk create pages flow
-
+
- 5 + 4

Publish and export

From e16b4e7ec19027f454acec10ca2b56eef4ca5869 Mon Sep 17 00:00:00 2001 From: taisy03 Date: Wed, 1 Apr 2026 16:05:19 +0100 Subject: [PATCH 2/3] docs: rewrite HubSpot integration page to use Clay middleware workflow --- ...-form-submission-into-your-hubspot-crm.mdx | 120 ++++++++++++++---- 1 file changed, 93 insertions(+), 27 deletions(-) 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..ddcc8bc 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 +1,107 @@ --- -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 and Configure the Legacy App -**Step 1: (Hubspot) Create a New Workflow** + + + Navigate to **Development > Legacy Apps**. + -- Navigate to Automations → Workflows -- Create a new workflow from scratch -- Select Custom trigger type + + Click **Create Legacy App** and choose the **Private** option. Set the app name to **Architect**. + -**Step 2: (Hubspot) Configure External Event Trigger** + + Under the **Scope** section, add the following permissions: -- 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 + - `crm.objects.contacts.write` + - `crm.objects.contacts.read` + + -**Step 3: Set Up the Architect Platform** +## Part 2: Retrieve Your Access Token -- 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) - + + + Go to the **Auth** tab within your new Legacy App. + -**Step 4: Test the Connection** + + Locate the **Access Token** section, click **Show Token** to reveal it, and copy it. You will use this as a Bearer Token in the `Authorization` header for all your HTTP requests. + + -![Screenshot 2025-12-19 at 20.56.59.png](/overview/images/Screenshot_2025-12-19_at_20.56.59.png) +## Part 3: Set Up Clay -- In Architect Settings, send a test webhook request. Verify it's received in HubSpot + + + Go to Clay and create a new custom table. + -**Step 5: Configure Data Fields in HubSpot** + + Click **Add Column > Add Enrichment > Webhook**. Copy the Webhook URL from Clay. + -- Set up the form to capture data. -- You can optionally add additional fields if your form has multiple fields. + + Go to the Architect platform and create a new webhook. Paste the Clay Webhook URL. Send a test example to make sure the connection works. + + + + Go back to Clay and add a new column: **Add Column > Add Enrichment > HTTP API**. + + + + Select **HTTP API (Headers)** account and create a new one in Clay. + + + + Set up the following inputs: + + - **Method:** `POST` + - **Endpoint:** `https://api.hubapi.com/crm/v3/objects/contacts` + - **Body:** + + ```json + { + "properties": { + "email": "email", + "firstname": "firstName", + "lastname": "lastName", + "company": "companyName", + "hs_google_click_id": "gclid" + } + } + ``` + + For each of the fields in the body, select the corresponding properties from the webhook data. + + + If your form only captures emails, the body would look like: + + ```json + { + "properties": { + "email": "email" + } + } + ``` + + + + + Add the following headers: + + | Header | Value | + | --- | --- | + | `Content-Type` | `application/json` | + | `Authorization` | `Bearer YOUR_ACCESS_TOKEN` | + + + Replace `YOUR_ACCESS_TOKEN` with the token you copied from HubSpot in Part 2. + + + From 15117cf252e056adeb21eb96ea729326feee1023 Mon Sep 17 00:00:00 2001 From: taisy03 Date: Wed, 1 Apr 2026 16:29:29 +0100 Subject: [PATCH 3/3] docs: update ABM page content, fix circle badges, simplify HubSpot Clay guide --- .../creating-personalized-abm-pages.mdx | 24 +++---- ...-form-submission-into-your-hubspot-crm.mdx | 64 +++++++------------ 2 files changed, 36 insertions(+), 52 deletions(-) diff --git a/overview/for-abm/creating-personalized-abm-pages.mdx b/overview/for-abm/creating-personalized-abm-pages.mdx index baeb305..28e6414 100644 --- a/overview/for-abm/creating-personalized-abm-pages.mdx +++ b/overview/for-abm/creating-personalized-abm-pages.mdx @@ -13,7 +13,7 @@ sidebarTitle: "Create ABM pages"
1 @@ -33,20 +33,20 @@ sidebarTitle: "Create ABM pages"
- - + + - - + + - - + +
Company NameNameCompany Company URL
Acme CorpJane SmithAcme Corp www.acmecorp.com
NorthwindTom ChenNorthwind www.northwind.com
NameCompanyCompany URLEmailPhone Number
Jane SmithAcme Corpwww.acmecorp.comjane@acmecorp.com+1 (555) 123-4567
Tom ChenNorthwindwww.northwind.comtom@northwind.com+1 (555) 987-6543
@@ -60,12 +60,12 @@ sidebarTitle: "Create ABM pages"
2 -

Create a new Group and choose a final destination

+

Create a Group and set the CTA

Create a new Page Group for the campaign, then set the final destination — a URL or form — where you want prospects to convert. @@ -94,7 +94,7 @@ sidebarTitle: "Create ABM pages"

3 @@ -102,7 +102,7 @@ sidebarTitle: "Create ABM pages"

Bulk create pages from the People tab

- Go to the People tab and bulk create pages for each prospect. The agent will generate a personalized page for every person in your list. + 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.

@@ -122,7 +122,7 @@ sidebarTitle: "Create ABM pages"
4 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 ddcc8bc..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 @@ -4,63 +4,41 @@ description: "Send Architect form submissions to HubSpot contacts using Clay as sidebarTitle: "HubSpot with Clay" --- -## Part 1: Create and Configure the Legacy App +## Part 1: Create a HubSpot Legacy App - Navigate to **Development > Legacy Apps**. + Go to **Development > Legacy Apps**. - - Click **Create Legacy App** and choose the **Private** option. Set the app name to **Architect**. - - - - Under the **Scope** section, add the following permissions: + + Name it **Architect** and add these scopes: - `crm.objects.contacts.write` - `crm.objects.contacts.read` - - -## Part 2: Retrieve Your Access Token - - - - Go to the **Auth** tab within your new Legacy App. - - - Locate the **Access Token** section, click **Show Token** to reveal it, and copy it. You will use this as a Bearer Token in the `Authorization` header for all your HTTP requests. + + Open the **Auth** tab, click **Show Token**, and copy it. This is your Bearer Token. -## Part 3: Set Up Clay +## Part 2: Set Up Clay - - Go to Clay and create a new custom table. + + In Clay, create a new custom table. Add a column: **Add Enrichment > Webhook**. Copy the Webhook URL. - - Click **Add Column > Add Enrichment > Webhook**. Copy the Webhook URL from Clay. - - - - Go to the Architect platform and create a new webhook. Paste the Clay Webhook URL. Send a test example to make sure the connection works. + + In Architect, go to **Settings > Webhooks**, create a new webhook, and paste the Clay Webhook URL. Send a test to confirm it works. - Go back to Clay and add a new column: **Add Column > Add Enrichment > HTTP API**. - - - - Select **HTTP API (Headers)** account and create a new one in Clay. + Back in Clay, add a new column: **Add Enrichment > HTTP API**. Select **HTTP API (Headers)** and create a new account. - - Set up the following inputs: - + - **Method:** `POST` - **Endpoint:** `https://api.hubapi.com/crm/v3/objects/contacts` - **Body:** @@ -77,10 +55,10 @@ sidebarTitle: "HubSpot with Clay" } ``` - For each of the fields in the body, select the corresponding properties from the webhook data. + Map each field to the matching property from the webhook data. - If your form only captures emails, the body would look like: + If your form only captures emails: ```json { @@ -93,15 +71,21 @@ sidebarTitle: "HubSpot with Clay" - Add the following headers: - | Header | Value | | --- | --- | | `Content-Type` | `application/json` | | `Authorization` | `Bearer YOUR_ACCESS_TOKEN` | - Replace `YOUR_ACCESS_TOKEN` with the token you copied from HubSpot in Part 2. + 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. +