Hubspot (Pro & Enterprise Only)

The Hubspot integration provides comprehensive functionality for lead management and analytics:

1. API Integration with Lead Capture - Full CRM integration with contact management, timeline activities, and automated event creation on form submissions
2. Analytics & Behavioral Tracking - Multiple script-based tracking options that support all HubSpot plan levels, including Starter, Professional, and Enterprise.
3. Timeline Activities - Rich interaction history and engagement tracking

API Integration with Lead Capture

The HubSpot API integration provides seamless lead management and event tracking. To configure the integration head to https://app.howdygo.com/settings/integrations .

Contact Management & Form Processing

• Automatic Contact Creation/Updates: Contacts are automatically created or updated when leads interact with demos or submit forms
• Email-based Lookup: Contacts are identified and retrieved using email addresses
• Custom Properties: Automatically manages HowdyGo-specific contact properties
• Data Validation: Ensures data integrity before syncing to HubSpot
• Event Creation on Form Submission: When lead capture forms are submitted, corresponding events and timeline activities are automatically created in HubSpot

Lead Capture Forms

Within the editor experience, you can create Lead Capture forms with the following fields:

• Name
• Phone number
• Email address
• Country

When a lead fills in the form, the API integration automatically:

1. Creates or updates the contact record in HubSpot
2. Generates timeline activities for the form submission
3. Updates custom properties with relevant demo and engagement data

For detailed instructions on creating and configuring lead capture forms, see our Lead Capture guide.

Timeline Activities

Timeline events are created when a lead submits a form submission and are associated with the contact record.

Timeline events can be used in Hubspot Workflows to trigger actions based on the form submission. The most recent submission will be added to the contact record so that you can use it in actions like triggering notifications or adding the contact to a list.

The data included in a timeline event is the following:

• Demo Title
• Demo ID
• Folder name (if the demo is in a folder)
• Dynamic replacement values that were used in the demo
• Location - where the demo was viewed from (e.g. the embedded page location or the share link)

Custom Contact Properties

The integration automatically creates and manages custom contact properties for:

• Demo ID
• Demo Title
• Folder name (if the demo is in a folder)
• Dynamic replacement values that were used in the demo
• Location - where the demo was viewed from (e.g. the embedded page location or the share link)
• Lead Capture Data - A multi-line text field containing all replacement values from the demo interaction

Analytics & Script Integration

You can update the contact associated with a specific email by providing an email query parameter in your HowdyGo share link.

For example, https://app.howdygo.com/share/[demo-id]?email=test@example.com

You can also use the HowdyGo JS SDK to identify users. This can be helpful for in-app product tours.

HubSpot Script Integration Options

If you are running the HubSpot script on your website, HowdyGo offers two integration modes. These script-based integrations work with all HubSpot plan levels, including those below Enterprise, making advanced demo tracking accessible regardless of your HubSpot subscription tier.

1. Full Event Tracking (data-hg-hsq)

Pushes all demo events into your HubSpot instance for comprehensive lead scoring:

<script data-hg-hsq src="https://js.howdygo.com/v1.2.1/index.js"></script>

This mode tracks all demo interactions and automatically updates the contact’s page view history when demos end.

2. Custom Behavioral Events (data-hg-hsq-events)

Pushes only key behavioral events as custom behavioral events in HubSpot:

<script data-hg-hsq-events src="https://js.howdygo.com/v1.2.1/index.js"></script>

This mode tracks the following specific events:

• howdygo_session_start - When a demo session begins
• howdygo_demo_engagement - During demo interaction
• howdygo_cta_click - When call-to-action buttons are clicked
• howdygo_player_end - When a demo session completes

Choose the behavioral events mode if you prefer cleaner, more focused tracking for lead scoring and automation triggers.

Note: Script-based tracking provides an excellent alternative for teams using HubSpot Starter, Professional, or other non-Enterprise plans who want sophisticated demo analytics without requiring advanced API permissions.

Setup

To set up the Hubspot integration, follow these steps:

1. Ensure that you have sufficient permissions for your Hubspot account to approve new plugins.

2. Go to the HowdyGo settings page  and click the “Connect” button for the Hubspot plugin.

3. 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 for account-based tracking.
   • Timeline: Create timeline activities to track demo engagement history.

4. 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. The system will automatically begin creating timeline activities and managing contact data for all demo interactions.

Benefits

With the enhanced HubSpot integration, you can:

• Track Complete Customer Journey: From first demo view to conversion
• Score Leads Automatically: Based on demo engagement and completion rates
• Create Targeted Lists: Segment contacts by demo interaction patterns
• Automate Follow-ups: Trigger workflows based on demo completion or specific behaviors
• Measure Demo Effectiveness: Analyze which demos drive the most engagement