HubSpot integration
We support three types of integration for HubSpot. Two integrations send information to HubSpot, and one of them receives it from HubSpot:
The Customer Relationship Management (CRM) integrations send fewer data options than Enterprise, which is a higher tier HubSpot account. Below are the events you get with CRM:
Events you get with CRM
- Tour started - when the user starts a tour or a tour is started automatically
- Tour finished - when the user finishes a tour
- Tour skipped - when the user skips a tour. You will also get on what step the tour was skipped
- Checklist completed - when the checklist is done
- Checklist dismissed - when the checklist is dismissed before it's done. You will also get how many steps the user finished before the dismissal
- Adoption reaction - when the user sends a reaction through our Adoption meter feature. You will get the tag, rating (it is on a scale of 10) and on what tour/hint the reaction was sent.
Users that don't yet have a associated hubspot contact will have one created.
The data we can pass for Enterprise can be seen here.
Please note, we strongly recommend passing both the username and email fields with the same value when using HubSpot integrations. Otherwise, some types of integrations can result in missing data in certain conditions.
Setting up HubSpot Sales (CRM) integration
To start, you must pass the email attribute for the user to Product Fruits via our JavaScript snippet to be able to use this integration. Without the email field, there is no way to map Product Fruits' activities to contacts in HubSpot.
This integration uses the HubSpot Contacts timeline feature. We send selected events to HubSpot Contacts. If you use their CRM, we can also send information to the Contacts' timeline. You also have the option to sync HubSpot Contact information to your Tracked Users section in Product Fruits. To enable this integration, navigate to the Integrations section (More icon --> Integrations) and locate HubSpot.
Click the Hubspot button followed by Connect your HubSpot account.
This will navigate you to the HubSpot authentication page and Product Fruits HubSpot application authorization. Once the process is complete, you should be returned to the Product Fruits page. Now, a Disconnect HubSpot account button should be visible instead.
Congratulations! The connection is established and we will now send events to the HubSpot Contacts timeline.
To see events in HubSpot, open a contact detail and select Product Fruits in the dropdown filter .
An example of an existing timeline:
HubSpot Workflows
You can use Product Fruits events in the HubSpot workflows editor. This brings you powerful customization options. For instance, you can send a congrats e-mail when the user finished a checklist.
HubSpot Marketing Enterprise
When you use HubSpot Marketing Enterprise, you can track events. The HubSpot JavaScript snippet must be implemented into your application. Then, go to Integrations, click on HubSpot and then click Activate in the HubSpot Marketing Enterprise section. If you use HubSpot Marketing Enterprise, we can send events from Product Fruits to your HubSpot Marketing account. See more details about events here.
HubSpot to Product Fruits Integration
Syncing the information from your HubSpot contacts to your Product Fruits users allows you to segment content based on this information. The email field of the contact is what will be used to sync the information from the hubspot contact to the Product Fruits user passed from your application.