Case Study: Seamless Integration between Triple Seat and HubSpot

The Challenge 

Our client was facing challenges in effectively tracking lead sources and campaign performance for their website leads. While they were running ads across multiple platforms (Google, Facebook, LinkedIn) connected to HubSpot, the leads captured through their website's Triple Seat form were being directly pushed into Triple Seat, bypassing HubSpot. This disconnect made it impossible to analyze campaign conversion rates and attribution accurately.

Our Solution

To address this challenge, our team proposed a comprehensive solution:

Replacing the Triple Seat Form with HubSpot Form:

We replaced the existing Triple Seat form on the client’s website with a HubSpot form. This ensured that all leads would be captured directly in HubSpot, enabling seamless tracking and analysis of ad campaign performance.

Custom Integration Using AWS Lambda:

To bridge the gap between HubSpot and Triple Seat, we developed a custom integration using AWS Lambda’s serverless framework. This was necessary because the client HubSpot account doesn't have an operations hub and so no custom code functionality to call api directly from HubSpot. 

By leveraging the Lead Form API from Triple Seat, we were able to create leads in Triple Seat whenever a new contact was created in HubSpot keeping AWS lambda in between.

Private App for HubSpot Integration:

Given that the client was using the free version of HubSpot, which doesn’t support custom code in workflows, we created a private app within HubSpot. This app facilitated the integration and ensured that the solution was tailored to the client's specific requirements without incurring additional costs.

Implementation Process

Step 1: Replace the Triple Seat form with a HubSpot form on the client’s website. This ensured that all lead data was captured directly in HubSpot.

Step 2: Set up AWS Lambda to act as the intermediary between HubSpot and Triple Seat. This serverless function was designed to trigger whenever a new contact was created in HubSpot.

Step 3: Utilize the Lead Form API from Triple Seat to create leads. The AWS Lambda function captured new contact details from HubSpot and used the Lead Form API to create corresponding leads in Triple Seat.

Step 4: Install a private app within HubSpot to manage the custom integration, ensuring compliance with the limitations of the free HubSpot account.

Results

Enhanced Campaign Tracking

With leads now flowing into HubSpot, the client could accurately track the performance of their Google, Facebook, and LinkedIn ad campaigns.

Improved Lead Management: The integration ensured that the team’s workflow remained unchanged, as leads were created in Triple Seat in the same manner as before.

Cost Efficiency: By leveraging a private app, we delivered a cost-effective solution that did not require upgrading the client’s HubSpot account.

Conclusion

This project underscores our capability to deliver innovative and cost-effective solutions to complex integration challenges. By seamlessly integrating Triple Seat with HubSpot, we enabled our client to gain valuable insights into their ad campaign performance and streamline their lead management process. Our expertise in custom coding and use of AWS Lambda ensured a successful and efficient implementation, tailored to the client's specific needs.