Overview
The HubSpot integration allows you to push your users' onboarding material interaction data to HubSpot.
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 must be subscribed to HubSpot's Marketing Hub 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 on HubSpot.
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 the user has gone through all the Guide steps and seen the last step.
{ id: ‘guide completed (userguiding)’ }
Survey Shown
{ id: "survey shown (userguiding)" }Survey Question Answer
if NPS question type, the value is NPS score:
{ id: "survey question answer (userguiding)", value: 10 }if other question types:
{ id: "survey question answer (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 Guide from a Checklist.
{ id: ‘checklist item trigger (userguiding)’ }
Checklist Item URL Click
It means that the user clicked on a Checklist URL item.
{ id: ‘checklist item url click (userguiding)’ }
Checklist Completed
It means that the user completed a Checklist.
{ id: ‘checklist completed (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 the user triggered a Guide within a Checklist inside a Resource Center.
{ id: ‘resource center checklist guide trigger (userguiding)’ }
Resource Center Checklist Item URL Click
It means the user clicked on a URL item 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)’ }
Resource Center Survey Trigger
{ id: "resource center survey trigger (userguiding)" }
💡Please note that the existing events associated with the now-deprecated Promoter Surveys will remain unchanged; however, they will be emitted in their new format.