Link HubSpot Contacts and LINE Friends by ID

When you link a HubSpot contact and a Lumo LINE friend by ID, the contact's information and the friend's LINE behavior data are tied together as a single person, which improves the precision of your Segment broadcasts and Workflows. Before starting, make sure the prerequisites are in place, then choose from seven linkage methods and confirm the result.

What you can do with ID linking

ID linkage is the mechanism that ties a HubSpot contact and a Lumo LINE friend together as "the same person." The link is identified by the contact's "LINE User ID" property.

Once linkage is complete, you can do the following:

• Manage HubSpot contact information (name, email address, and so on) together with the LINE friend
• Build Segments based on HubSpot properties or segments (lists), then narrow the audience and broadcast messages to them
• Send a message to a specific LINE friend from a HubSpot Workflow

A Segment here means "the conditions that narrow down who receives a broadcast," which is a different concept from a tag attached to each individual friend. Once a friend's ID is linked, you can use their HubSpot attributes directly as Segment conditions.

What you need for the integration

Before you start ID linkage, the following three things must be complete.

To configure LINE Login, select your LINE Official Account from the navigation menu, then go to "Settings" and "LINE Login". For the setup steps, see LINE Official Account Settings.

Choosing from eight linking methods

There are eight methods for ID linkage. The right method differs depending on whether you are "having someone become a new friend," "linking an existing friend," "already have a LINE User ID on the HubSpot side," or "asking friends for their member ID over LINE."

With any method, once the friend completes the action, there is a LINE User ID value on the HubSpot side, or the contacts for the same person are merged into one, Lumo automatically creates the link. The following sections explain the steps for each method.

Linking IDs with a QR Code

When you attach linkage settings to a Lumo QR Code, adding a friend takes them through LINE Login, and that friend's LINE User ID is automatically set on the HubSpot contact. This lets you acquire new friends and link IDs all at once.

Creating a QR Code and setting up the link

1. Select your LINE Official Account from the navigation menu, open "QR Code", and click "Create QR Code"
2. Under "Integration Type", select "HubSpot integration"
3. Enter the required fields and click "Save QR Code"
4. Place the generated QR Code or linkage URL on storefronts, flyers, web pages, emails, and so on

The linkage URL appears after you save. Save the settings first, then open the QR Code edit screen again to check the URL.

What the friend does

1. The friend scans the QR Code or opens the linkage URL
2. The LINE Login authorization screen appears, and the friend grants permission
3. The friend's LINE User ID is set on the HubSpot contact, and ID linkage is complete

For the general QR Code creation steps, see How to Create a QR Code, and for an overview of the feature, see What Is a QR Code.

Linking IDs with a marketing email

When you send an existing HubSpot contact a HubSpot marketing email and have them log in with LINE Login from a button in the email, that contact and the LINE friend are linked. This is well suited for connecting customers whose email addresses you already have with your LINE friends.

Preparing the linking URL

1. Configure ID linkage with a QR Code, and prepare the generated linkage URL
2. Append a HubSpot personalization token to the URL so that it is automatically replaced with each contact's value when the email is sent

Inserting it into a marketing email

1. Create a marketing email in HubSpot
2. Insert the linkage URL as a button or image link (pasting it directly as text in the body may not work correctly)
3. Send it to the target contacts using a HubSpot Workflow or email sending feature

When a contact presses the button in the email and completes LINE Login, ID linkage is established.

Notes on marketing email linking

Linking from a form sent over LINE

When you send a HubSpot form URL in a broadcast or auto message, adding a query parameter that passes the LINE User ID means the contact's LINE User ID is recorded the moment the friend submits the form, establishing ID linkage. This is well suited when you already run HubSpot forms such as surveys or sign-ups.

Adding the query parameter to the form URL

1. In the broadcast or auto message creation screen, enter the HubSpot form URL in the message body
2. When a HubSpot form URL is detected, a notice reading "HubSpot form URL detected" appears along with an example of the query parameter to add
3. Append the query parameter to the end of the URL exactly as shown in the example. If the URL already has a query string, join it with &

The {{ line_user_id }} part of the query parameter is automatically replaced with the receiving friend's own LINE User ID when the message is sent.

Setting up the HubSpot form

1. Edit the target form in HubSpot and add a field for the contact's "LINE User ID" property
2. Set the added field to hidden

Because the query parameter name corresponds to the LINE User ID property, when a friend opens the form from the URL they received on LINE, their own LINE User ID is automatically filled into the hidden field. When the friend submits the form, the value is recorded on the contact's LINE User ID property, and Lumo automatically links that contact with the friend.

Notes on linking from a form sent over LINE

Linking IDs from form submissions (site → LINE)

When a HubSpot form on your website is submitted, you can show a LINE linking prompt in the thank-you message or on the thank-you page, and link the contact by the submitted email address. This is well suited when you want to turn inquiry or brochure-request form submissions straight into LINE friends with linked IDs.

After the form is submitted, a LINE link button appears on smartphones. On PC, the QR code takes center stage so the visitor can scan it with their phone. A "Continue on PC →" link sits next to the QR code for visitors who prefer to log in to LINE in the browser. Once the customer adds you as a friend and completes LINE Login, the LINE User ID is set on the HubSpot contact whose email address matches the one entered in the form, and ID linkage is complete.

When you enable this method, a dedicated QR Code named "HubSpotフォーム連携" (HubSpot form linkage; the name appears in Japanese) is created automatically. You can change the reply message and the destination after linking in that QR Code's settings.

Setup steps

1. Select your LINE Official Account from the navigation menu and open "HubSpot" under "Customer Data". Under "ID linkage", turn on "Enable" in "Link IDs from Form Submissions"
2. In "CTA label", enter the text to show on the link button. This is optional; leave it blank to use the default label "Connect with LINE"
3. Add the "Landing page install code" right before </body> on the page where the HubSpot form is placed. This code reads the submitted form and leads into the LINE linking prompt
4. If the form is set to move to another page after submission, add the "Thank-you page install code" to the thank-you page, at the spot where you want the LINE prompt to appear. Only thank-you pages on the same domain as the form page are supported. If the form shows an inline thank-you message right below the form, skip this step; the prompt appears automatically right after the form
5. To change the reply message or the destination after linking, click "Open QR code" under "Reply message and destination" to open the settings of the automatically created QR Code "HubSpotフォーム連携"

What the customer does

1. The customer submits the HubSpot form on your website
2. A LINE linking prompt appears in the thank-you message or on the thank-you page (a LINE link button on smartphones, a QR code on PC)
3. The customer adds you as a friend and grants permission on the LINE Login authorization screen
4. The LINE User ID is set on the HubSpot contact whose email address matches the submitted one, and ID linkage is complete
5. The reply message set on the QR Code "HubSpotフォーム連携" is delivered. If a destination is set, that page opens

Friends linked this way are recorded with the acquisition route "HubSpot form". You can use it as is in reports and in Workflow and Segment conditions.

Notes on linking IDs from form submissions

When the link button or QR code doesn't appear

If the LINE linking prompt doesn't appear after the form is submitted, check the following points.

• Whether the "Landing page install code" is correctly added to the HubSpot form page
• If you use a thank-you page, whether the "Thank-you page install code" is added to it, and whether the thank-you page is on the same domain as the form page
• If "Only track on specific sites" is turned on in the tracking code settings, whether the URL of the form page is registered under "Sites to track"
• For a new HubSpot form, whether you're using the "Developer code" embed code on the HubSpot side
• Whether "Enable" is turned on in "Link IDs from Form Submissions"

Linking IDs from a list

If your HubSpot contacts already have LINE User ID values, you only need to specify a HubSpot segment, and Lumo reads the LINE User IDs in that segment and automatically links them to friends. There is no need to have anyone do this one record at a time.

Setting up the import

1. On the "ID linkage" tab of the HubSpot integration, open "Link IDs from Segments"
2. Under "Source list", select the HubSpot segment to import from
3. Under "LINE User ID property", select the property that contains the LINE User ID
4. Save the settings

Once you specify a segment, existing LINE User IDs are periodically imported from HubSpot and linked to Lumo friends. If you remove the specification, the import stops.

If you migrated from CONNECT, you can specify the contact property you were using before as is. If you are starting fresh, you can proceed with the default settings without any issue.

Linking IDs with the Public API

If your membership site has its own LINE Login, you can link IDs through Lumo's Public API. The link is created the moment your customer logs in with LINE on your site.

1. Get the customer's access token through your site's LINE Login
2. Call Lumo's identity link API from your server, passing the access token along with the HubSpot contact property to match on (such as a member ID) and its value
3. Lumo verifies the token, finds the friend, and links them to the matching HubSpot contact

This is available on the Enterprise plan. For everything you need to implement it, such as how to build requests and handle errors, open "View API Documentation" under "API Key" in your workspace settings.

Linking IDs with the workflow question action

Ask for a member ID or customer ID with the question action in a Lumo workflow, and Lumo finds the HubSpot contact holding the same value and links the friend to it. When someone who became a LINE friend already exists as a HubSpot contact through member registration, the friend's own answer completes the link.

1. Create a workflow in Lumo and add a "Question" action
2. Under "Save to", choose "External service", then pick HubSpot and the member ID property under "Destination service"
3. Check "Use this property for ID linking"
4. If needed, set the member ID format in input validation

When the friend answers, a single contact holding the same value gets the friend ID-linked to it, and the placeholder contact Lumo created when the friend added the account is merged into it. When no contact holds the value, the answer is saved to the linked contact's property. How answers are handled is covered in detail in Action types and how to configure them.

Lumo only merges the placeholder contact. To merge real contacts you create and manage in HubSpot with each other, use the HubSpot workflow ID linkage action.

Linking IDs with the HubSpot workflow ID linkage action

When you add the "ID linkage by form submission" action to a HubSpot workflow, it uses a shared value such as a member ID as the key to find another contact for the same person and merge the two into one. This is well suited when a contact created as a LINE friend and a contact created by a form submission or member registration exist separately.

1. In HubSpot, create a contact workflow triggered by an event such as a form submission
2. Add "ID linkage by form submission" as an action
3. Enter the property to use as the search key and the property to search, by their internal names
4. Choose which contact to keep after the merge. When you leave it unspecified, Lumo decides

When a contact with the same value is found, the two contacts are merged in HubSpot and the LINE friend is tied to the contact that remains. The settings are covered in detail in LINE actions for HubSpot workflows.

Checking that the link succeeded

You can confirm whether ID linkage was established from both HubSpot and Lumo.

In Lumo's friend list, you can also use a Segment to narrow down to only the friends already linked with HubSpot. This is handy when you want to confirm your audience is ready before a broadcast.

You can also start from the moment an identity link is established and automate a thank-you or a perk with the Workflow "Identity Linked" trigger.

When things don't work

When ID linkage is not established, check the following points depending on the cause.

If that still doesn't resolve it, removing the linkage and setting it up again can sometimes help. When you remove the linkage, the data synced from HubSpot and the existing ID linkage information are deleted. After you re-link and the friend performs ID linkage again, the link is recreated.

Related articles

The following articles cover the setup and features that support ID linkage.

• LINE Official Account Settings — How to configure the LINE Login channel
• What Is a QR Code — Overview of the QR Code feature
• How to Create a QR Code — Steps for creating a QR Code (including ID linkage settings)
• QR Code FAQ — Frequently asked questions about QR Codes
• How to Integrate HubSpot — Steps to integrate Lumo and HubSpot
• What You Can Do With HubSpot Integration — Overview of HubSpot integration features
• Action Types and How to Configure Them — Save destinations of the question action and the "Use this property for ID linking" setting