HubSpot Integration

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

Simay avatar
Written by Simay
Updated over a week ago

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.

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 give authorization from 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.

  • Choose your account.

  • 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.

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

  • 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.

  • Click Save

Event Tracking

UserGuiding pushes out real-time event notifications to HubSpot when it is enabled as a Source.

You can see the real-time tracked event data if you go to the contact's timeline on HubSpot.

These events include;

Guide Started

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

{ ‘guide started (userguiding)’ }

Guide Completed

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

{ ‘guide completed (userguiding)’ }

Survey Shown

{ "survey shown (userguiding)" }

Survey Question Answer

if the NPS question type, the value is NPS score:

{ "survey question answer (userguiding)", value: 10 }

if other question types:

{ "survey question answer (userguiding)" }

Hotspot Interacted

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

{ ‘hotspot interacted (userguiding)’ }

Checklist Item Trigger

It means that the user triggered a Guide from a Checklist.

{ ‘checklist item trigger (userguiding)’ }

Checklist Item URL Click

It means that the user clicked on a Checklist URL item.

{ ‘checklist item url click (userguiding)’ }

Checklist Completed

It means that the user completed a Checklist.

{ ‘checklist completed (userguiding)’ }

Resource Center Guide Trigger

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

{ ‘resource center guide trigger (userguiding)’ }

Resource Center Checklist Guide Trigger

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

{ ‘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.

{ ‘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.

{ ‘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.

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

Resource Center Survey Trigger

{ "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.

UserGuiding as Destination

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

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

  • Select which Hubspot contact property 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.

💡 To be able to complete the integration, you need to enable the User Identification Feature on your panel.

  • Select which attributes to stream from Hubspot to UserGuiding.

  • 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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