Turtl supports embedding Hubspot forms in place of the default Turtl native form. All Turtl needs is a little bit of information about your form, and this article will show you how this is done.
Please Note: With Hubspot Integration complete, you will be able to see leads from your embedded Hubspot form in your Turtl analytics dashboard. These leads will appear in the Known Readers section or in your analytics csv. Your embedded form will still work without this integration, however your leads will only be located in Hubspot. You can read more about Individual Reader Analytics here.
Please reach out to your Customer Success Manager if you would like to add this integration, as this may come at an additional cost.
If you have a free HubSpot account, known readers cannot be captured in your analytics and styling cannot be applied to your forms.
1. Create your form and find the embed code
Create your form as usual then click the "Actions" menu in the top right-hand corner and select "Embed code"
In the popup that appears, use the "Copy" button to copy the embed code to your clipboard.
2. Find your Form ID and Portal ID
Your embed code will look something like this:
<!--[if lte IE 8]>
Look for the lines that say
formId and copy these Ids. In the example above these are:
3. Tell Turtl about your form
Navigate to the main Turtl Docs listing page and choose "Settings" for the Turtl Doc you wish to add your form to:
On the Settings page, choose the "Forms" tab:
Now paste the following URL into the "Form URL" field, replacing portalId and formId with the values you found in the previous step:
For example, with our example embed code above this would be:
The form will now display in your Turtl Doc as both the immerse form and the back cover form. If you want to display a different form for the back cover, you can specify a different URL in the "Back cover form URL" field.
Note: If you do not have a free Hubspot account and this is the first time your company has added a form to Turtl, please contact email@example.com once your form has been added to a Turtl Doc and we will be able to get it styled for you.
Optional Steps for Embedded Hubspot Forms:
1. Set your "thank you" message
The "thank you" message will be displayed when a reader has submitted the form on the back cover of your doc. By default it will just say "Thank you", but this can be changed to whatever you want. At the end of the URL you just created add the following code:
After the code, type the message that you would like to be displayed. As an example, I want to change the message to "感谢你注册!" (Thanks for signing up in Mandarin) it would look like this:
2. How to add Hidden Fields to a Hubspot form
In the properties of your form select “Create New”
On the Form Fields page, select "single-line text”
In the Basic Info section, select Object type as “Contact”, your desired Group, and add one of the following options to the label field:
ttl_story_id (This label will pull the Turtl Doc ID)
ttl_story_link (This label will pull the Turtl Doc URL)
ttl_story_title (This label will pull the Turtl Doc Title)
(These options are detailed further in the support article Adding hidden fields to your forms.)
4. Once the property is created, click on the new field in the form to edit and toggled on the “Make this field hidden” option.
5. Save your new field and update your form!