The Hubspot integration provides two main functionalities:
- Lead capture
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.
Go to the HowdyGo settings page (opens in a new tab) 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 (opens in a new tab).
That's it! You have successfully set up the Hubspot integration.