The Hubspot integration provides two main functionalities:
Within the editor experience, you can create Lead Capture forms with the following fields:
- Phone number
- Email address
When a lead fills in the form, the data will be automatically synced with your Hubspot account if the integration is enabled.
You can update the contact associated with a specific email by providing an email query parameter in your HowdyGo share link.
To set up the Hubspot integration, follow these steps:
Ensure that you have sufficient permissions for your Hubspot account to approve new plugins. Additionally, make sure you are using one of the paid HowdyGo tiers that includes access to the Hubspot integration.
Go to the HowdyGo settings page and click the "Connect" button for the Hubspot plugin.
You will be redirected to approve the Hubspot integration. HowdyGo requires the following permissions:
- Contacts: Read, create, and update contacts, which are accessed via their email addresses when they open a demo or fill in a custom CTA.
- Companies: Similar to contacts.
- Lists: Create lists of contacts that have viewed HowdyGo demos.
- Custom Objects: Record stats against the contact object, such as time spent on a step.
Once you have approved the plugin, you will be redirected back to the HowdyGo settings page.
That's it! You have successfully set up the Hubspot integration. If you have any questions or need further assistance, please contact our support team at email@example.com.