Setting up the HubSpot integration is a quick and easy process. The first steps will be completed in your Tourial app and the remainder involves configuration with your domain provider.
Setup in the Tourial App
Step 1: Connect your HubSpot account to Tourial
From your integrations page, click Connect to begin the authentication process and connect your HubSpot account to Tourial.
Step 2: Turn on Engagement Activity
Once you've successfully connected your HubSpot account, you'll be redirected back to the Integrations page in the Tourial app.
Now, click Manage Integration >> Settings to get to the HubSpot settings page.
In the section labeled Engagement Activity, you'll see a dropdown menu to turn Engagement Activity on or off.
To ensure Tourial engagement data is captured and sent to HubSpot, select Engagement Activity ON.
Note: Turning this off will disable all Engagement Activities being captured and sent to HubSpot.
Step 3: Choose your white-label subdomain and add to Domain Setup in Tourial
To use the Hubspot Integration, you'll need to serve your Tourials from your own domain rather than the Tourial domain.
First, create a new subdomain from which to serve the Tourial such as tourial.yourcompany.com. This subdomain can only be used for your Tourials and should not be used for anything else.
Note: Visitors will not interact with the subdomain itself; creating it simply allows you to serve the Tourial from your domain rather than from Tourial's domain.
In the Tourial app, click on the user icon in the upper right-hand corner of your screen and head to Domain Setup.
Once there, you'll see a field where you can enter your subdomain; note that you do not need to include "https://" or "www."
Setup with your Domain Provider
Step 4: Configure the DNS
Once you've determined a subdomain, you'll need to access your domain provider and point the CNAME record for the subdomain to [youraccountname].tourialdns.com.
Setting up a CNAME record works a little differently depending on your hosting provider (GoDaddy, HostGator, etc.). Below are guides for some common providers:
If you need assistance setting up a CNAME record and pointing it to Tourial, please reach out to your Customer Success Manager or email firstname.lastname@example.org.
Step 5: Make sure the Tourial on your website is using the white-label domain
After you've configured the DNS, update your embed code to ensure the Tourial properly loads from the new subdomain.
What's next? Learn more about the Tourial engagement data visible in your HubSpot account!