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)’ }
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 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)’ }