Connect HubSpot before you import or backfill participants

In GrowSurf, open Campaign Editor > Options > Integrations and connect your HubSpot account. GrowSurf's HubSpot sync only runs after the integration is connected, so do this before importing participants whenever possible.

Choose the HubSpot account and confirm the GrowSurf property group

Once the connection is live, HubSpot should show a GrowSurf property group on contact records. This is where your synced referral fields live.

Pin the fields your team actually uses

For most CRM workflows, start with these properties:

• GrowSurf Share URL so reps can copy the participant's referral link.
• GrowSurf Referral Status so your team can see whether a referral is pending, awarded, or expired.
• GrowSurf Total Referral Count and GrowSurf Monthly Referral Count so you can spot your most active advocates.
• GrowSurf Referrer Email and GrowSurf Participant ID when your team needs to verify attribution details.

Use the synced fields in views, segments, and handoffs

Because the referral data lives on the HubSpot contact record, you can build CRM views and segments around it. For example, create a saved view for contacts whose total referral count is greater than zero, or a segment for contacts whose referral status has moved to awarded.

Test on a real participant and check activity logs

Open one participant in GrowSurf and the matching contact in HubSpot. If the share URL, referral status, and counts match, the sync is working. If a contact is missing, check the GrowSurf activity log first, especially if the participant was imported before the integration was connected.