Everything you need to know about the HubSpot integration in UserGuiding.

Overview

When Hubspot Integration is activated, UserGuiding can be used as a source that sends event information to your HubSpot contact's timeline and also as a destination where you can send your user attributes.

Note: Kindly be aware that the Hubstpot Integration will be available only for Growth & Enterprise Plans.

How To Enable HubSpot Integration

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

First, you need to authorize HubSpot to be able to activate any of the integrations.

Click on Connect to HubSpot button, and you will be redirected to the HubSpot page to complete the verification.

1. Choose Your Account

2. Verify the UserGuiding Access Request

You'll be redirected to the UserGuiding panel to see the activation.

UserGuiding as Source

When enabled, UserGuiding material interaction events will be streamed into Hubspot.

1. In the opening menu, you can toggle on and activate the integration.

2. Select which user attribute in UserGuiding matches with which Hubspot contact property.

💡You need to choose these two attributes because the UserGuiding events are transferred to the timeline of your contacts on HubSpot. In order to match this, HubSpot offers 3 unique attributes: E-mail, Object ID, or User Token.

3. Click Save

Creating and Updating Users through UserGuiding

You can sync your users as they're created/updated in UserGuiding. Note that this feature is available only for Enterprise plan subscriptions.

Sync New Users to HubSpot

When this feature is enabled, in addition to sending material interaction events to your existing HubSpot users, new users created in your UserGuiding account will automatically be sent to HubSpot.

Sync User Attributes to Hubspot

When this feature is enabled, in addition to sending material interaction events to your existing HubSpot users, custom user attributes in your UserGuiding account will automatically be sent to and updated in your HubSpot Account.

Event Tracking

UserGuiding pushes out real-time event notifications to HubSpot when it is enabled as a Source. You can view these events on your HubSpot contact’s timeline.

Event Format

<EVENT_NAME>
<EVENT_PROPERTIES>

Example Event

banner button click (userguiding)

bannerId: 36
bannerName: Banner Name
buttonId: 0910f959-f611-4f42-9337-3964d7f9e005
ctaText: Explore Now
userId: USER-ID
pageUrl: https://panel.userguiding.com/dashboard

USER_CREATED

user created (userguiding)

userId: USER-ID
userAttributes: string

USER_ATTRIBUTES_UPDATED

user attributes updated (userguiding)

userId: USER-ID
userAttributes: string

Find the list of all events UserGuiding emits to integrated tools in this article.

UserGuiding as Destination

To use UserGuiding as a destination for user attributes and events in Hubspot, please use the HubSpot web application. Note that adding UserGuiding as a destination is available for Professional Plan users and above. Also, keep in mind that company attributes and events cannot be sent to UserGuiding.

When enabled, the contacts on your HubSpot account will be streamed into UserGuiding alongside user attributes.

1. In the opening menu, you can toggle on and activate the integration.

2. Select which Hubspot contact property that matches the User ID attribute on UserGuiding. This needs to be whatever value is being used in the UserGuiding 'identify' call. This should be the attribute of the contact that will be used as a User ID on the User Guiding side.

3. Select which attributes to stream from Hubspot to UserGuiding.

4. Click Save

When you complete the integration, you will see the user attributes on the Users Page, User Activity Feed, and Data Page.

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