HubSpot setup

HubSpot (CRM + workflows)

Add referral properties, import ambassadors, and validate click + conversion attribution end-to-end.

Open dashboard

Step 1 - Create contact properties

Create custom properties so HubSpot can store each ambassador’s unique affiliate data.

HubSpot → Settings → Data Management → Properties.
Create properties on the Contact object:

Recommended properties

referral_code, referral_link, discount_code

Step 2 - Import ambassadors + use tokens

Import the ambassador CSV and use personalization tokens in email templates/buttons.

Refer Labs Dashboard → Step 2 → Export ambassadors (CSV).
HubSpot → Contacts → Import → File from computer (CSV).
Map the CSV columns to your custom properties.

Example token usage

Button URL:
{{ contact.referral_link }}

Text:
Share your link: {{ contact.referral_link }}

Token syntax can vary by editor. The important part is inserting the referral_link property.

Optional - Post conversions from workflows

If you have HubSpot workflows that represent a conversion (e.g. deal stage changes, payments, bookings), use a webhook action (available on certain HubSpot plans) to report the conversion to Refer Labs.

Webhook format

POST https://referlabs.com.au/api/discount-codes/redeem
Headers:
  Content-Type: application/json
  x-pepf-discount-secret: <YOUR_SECRET>
Body:
{
  "discountCode": "{{ contact.discount_code }}",
  "orderReference": "HubSpot-{{ contact.hs_object_id }}",
  "amount": "199.00",
  "metadata": { "platform": "hubspot" }
}

If you can’t send the secret from HubSpot securely, post from your own server instead.

Common troubleshooting

Tokens render empty: check the contact has the custom property value populated.
Attribution missing: ensure conversions post discount code redemptions (or other conversion calls) to Refer Labs.
Delayed dashboard updates: confirm real-time is enabled; otherwise refresh or check the event timeline in the dashboard.

Use /status to verify configuration + connectivity.

Testing checkpoints (do these in order)

Create the three properties and import ambassadors so the fields populate on contacts.
Create a test email/workflow that uses referral_link as your CTA.
Click the link in an incognito window and confirm the affiliate page loads.
Submit the affiliate form and confirm the signup appears in Refer Labs (Journey timeline).
Trigger a test conversion and confirm it attributes correctly in the dashboard.