When event teams want to funnel registrants from multiple forms on various landing pages and are using HubSpot as connected CRM, the below method can be utilized for seamless experience. You can use this method even if you are combining other forms with Sequel registration.
Requirements
Form data coming into HubSpot
HubSpot subscription level with access to call a Webhook as a workflow action.
Business and above Sequel subscription (access to API)
HubSpot-Side Setup
Go the workflow associated with your 3rd party forms (or create one)
Click on + to add an action step and navigate to "Data Ops" section.
Select "Send a webhook"
Enter the details in the modal as below:
Method: POST
Replace the "EVENT_ID" placeholder with ID of the event you want to send form registrants to. This can be found easily on the summary card of your event.
Authentication Type: API Key
This will open up fields for API key, name, and key location.
The API information i.e. client secret can be found within the event's Embed tab > Sequel API within the Sequel dashboard event settings.
"Key Location" - Request Header
Request Body: Customize request body - This will determine what information we are sending in the webhook to Sequel.
Requirements are: Name (full name) and Email Address
Click on "Select a property" and choose the properties associated with the above required keys. This will automatically fill in the "Key" field on the left of the pair with the API name you have, no other action needed.
Optionally, you can configure rate limits, etc. all controlled by HS.
Hit "Save" to set the details in place and you can test enroll to see it working.
Handling Custom Registration Questions
For cases where the Sequel registration form has privacy policy, terms acceptance, and/or any custom questions like Company name, role, etc., the webhook will expect those values to be passed as well.
However, you may not have the same fields in our LinkedIn or other form.
If so, you can send a value to ignore those Sequel custom questions so there's a match from the sending party to the receiving party.
To do this, open up the webhook editor:
Click on the "Key" field under "Static values" ("Add static value"
Enter in exactly "
ignoreCustomQuestions" into the "Key" field.Enter "True" in the "Value" field.
This will ensure that custom questions are ignored and only name and email are passed through.
And that's it! You'll now see participants from the your 3rd party form and Sequel registration in the same event's participant list with engagement data, etc. flowing back to HubSpot.
Curious how you can map these custom questions back to your CRM with Sequel registration? It's just a couple of clicks! More here.