CommCare – HubSpot Integration
Hi there CommCare Community,
I was just wondering if anyone has integrated CommCare with HubSpot before and if so if they have any tips on how best to approach this.
Our project is looking into using HubSpot to conduct automated data reporting and analytics with our data collected by CommCare in the field.
Any advice would be great.
Thanks,
Dylan
The short answer is:
You can integrate CommCare and HubSpot quite effectively using webhooks and APIs.
The most direct and cost-efficient approach involves configuring your CommCare application to send data via webhooks upon form submission.
This form data should then be directed to an intermediary service like Google Cloud Platform or a tag-management system like Google Tag Manager (GTM) paired with a server-side tagging solution such as Stape, which can process the data and then use the HubSpot API to create or update contact records, companies, or deals.
This setup allows for near real-time data flow and is much more affordable and flexible than many pre-built connectors, giving you the power to implement custom logic and map fields exactly as needed for automated reporting and analytics in HubSpot.
The long answer is:
Integrating CommCare with HubSpot for automated data reporting and analytics is a very achievable goal, and a strategy leveraging webhooks, APIs, and a smart intermediary solution is indeed an excellent and cheap way to do it.
The key components here are the CommCare API or, more specifically, its webhook functionality, the HubSpot API, and a server-side processing layer, which could be Google Cloud Platform (GCP) or, as a more lightweight and cost-effective option for many, Google Tag Manager (GTM) with a server-side container hosted on a service like Stape.
CommCare excels at sending data out in real-time or near real-time using webhooks.
When a form is submitted in the field, CommCare can be configured to automatically post the entire form submission data payload to a specific URL.
This is the starting point.
The destination URL should be your intermediary server-side solution.
If you choose GCP, you could use a Cloud Function to receive the webhook.
This function would execute a small piece of code to ingest the JSON data from CommCare, transform it to match HubSpot’s data structure, and then use the HubSpot API to send the new or updated data.
This requires some coding but is incredibly flexible and cheap, as you only pay for the execution time of the function.
A potentially simpler and still very cheap approach is using GTM with server-side tagging, perhaps hosted on Stape.
GTM’s server container can act as the webhook receiver.
You’d set up a client in the GTM server container to process the incoming CommCare webhook request.
Then, you’d configure a GTM Server Tag to use the processed data to make a call to the HubSpot API.
This is where the magic for analytics happens, as you can transform the incoming data into HubSpot’s expected format and also send standard HubSpot events like Viewed Content, Custom Events, or Completed Registration that directly feed into HubSpot’s reporting and automation workflows.
Stape makes the server hosting very accessible and cost-effective compared to managing a dedicated server.
The main reasons this combination is cheap and excellent are efficiency and control.
It’s cheap because you’re avoiding costly licensing fees for pre-built, potentially overly complex integration platforms.
You’re leveraging free or low-cost services like GTM and very low-cost cloud or serverless computing resources.
It’s excellent because you have complete control over the data transformation.
CommCare data can be complex, and you’ll need precise mapping from your CommCare form fields to HubSpot’s contact properties, company properties, or deal properties.
Directly interacting with the HubSpot API via your server-side solution ensures that this mapping is precise, minimizing data errors and maximizing the quality of the automated reports and analytics you plan to run in HubSpot.
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