Overview

The HubSpot integration allows you to push your users' onboarding material interaction data to HubSpot.

Later on, you can group and segment end-users based on their interactions with UserGuiding materials to utilize further actions on HubSpot accordingly.

Important: To successfully integrate, you have to be subscribed to HubSpot's Enterprise Plan and have their tracking code installed on the page where the UserGuiding events take place.

How To Enable HubSpot Integration

Under the Settings section, you can enable this integration using the toggle within the Integrations Tab.

Once enabled, you will start seeing UserGuiding events in the Custom Behavioral Events section.

Reports > Analytics Tools > Custom Behavioral Events > Access behavioral events (legacy).

Event Data We're Sending To HubSpot

Bear in mind that this integration is in its initial phase, so the provided information about the UserGuiding materials is currently limited. Stay tuned for improvements! ✨

Guide Started

It means that the user previewed the first step of a Guide.

{ id: ‘guide started (userguiding)’ }

Guide Completed

It means that the user has gone through all the Guide steps and seen the last step.

{ id: ‘guide completed (userguiding)’ }

NPS Survey Shown

It means that the user saw your Promoter Survey/NPS.

{ id: ‘nps survey shown (userguiding)’ }

NPS Score Submit

It means that the user has given you a Promoter Survey/NPS score. You can check their score next to the 'value' field.

{ id: ‘nps score submit (userguiding)’, value: 10 }

NPS Feedback Submit

It means that the user has given a written answer to your Promoter Survey/NPS question.

{ id: ‘nps feedback submit (userguiding)’ }

Hotspot Interacted

It means that the user interacted with a Hotspot group and saw its content.

{ id: ‘hotspot interacted (userguiding)’ }

Checklist Item Trigger

It means that the user triggered a Checklist item.

{ id: ‘checklist item trigger (userguiding)’ }

Resource Center Guide Trigger

It means that the user triggered a Guide in a Resource center.

{ id: ‘resource center guide trigger (userguiding)’ }

Resource Center Checklist Guide Trigger

It means that the user triggered a Guide within a Checklist inside a Resource Center.

{ id: ‘resource center checklist guide trigger (userguiding)’ }

Resource Center External URL Click

It means that the user clicked on an external URL in a Resource Center.

{ id: ‘resource center external url click (userguiding)’ }

Resource Center Search Article Link Click

It means that the user clicked on an article searched through a Resource Center.

{ id: ‘resource center article link click (userguiding)’ }
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