Hubspot Setup :
This is the first step towards connecting your Hubspot account with Hubilo. The Hubspot integration allows you to manage Hubilo event registrations from your HubSpot Account.
The benefits with Data Export and Import process are as follows:
Data Export:
Export registrations as contacts that are collected via Hubilo forms/landing pages with Hubilo standard and Custom profile fields.
Export magic links to Hubspot.
Export attendee activities such as Watched a Session, Polls Answered, Logged in to the event, etc.
Data Import:
Import contacts as registrations that are collected via Hubspot forms.
Import Hubspot standard + custom profile fields.
Configure to send magic link back to Hubspot for imported contacts.
Below are the steps to unlock the HubSpot-Hubilo integration to power your event -
Step 1:
Log in to your Hubilo dashboard account. Click on ‘Integrations’ in the dashboard.
Please refer to the image below to navigate to the Integrations Tab:
Step 2:
In Integrations Tab the HubSpot Integration Card can be navigated under the ‘Sales & Marketing’ option -
Find the HubSpot Integration Card and Click on the ‘Connect’ button -
After clicking on Connect, a menu on the right will slide as shown in the image below -
Once you click on Connect, you will be required to add/create an authentication with Hubilo -
Once you click on Create, it will redirect to the Hubspot dashboard. Login to Hubspot using your credentials and connect it -
Step 3 :
Event Level Configuration:
Once the Hubspot app is connected, go to your desired event under the dashboard:
– Click on Integrations from the side panel
– Click on Connected Apps
– Select Integration (Hubspot)
– Click on ‘Setup’ to start the configuration of the event Data on the Hubilo Dashboard.
Once you click on ‘Setup’, the ‘Configure Event Data’ screen will show up to import/export the data. Select the required option "Import/Export from Hubilo".
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