Hubspot

The Hubspot integration provides two main functionalities:

1. Lead capture
2. Analytics

Lead Capture

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

• Name
• 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.

Analytics

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

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 (opens in a new tab) 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.
   • 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.

4. 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.