Hubspot integration

Guideflow's integration with HubSpot enhances how you manage and nurture your contacts and deals directly from interactive demos.

This powerful integration enables HubSpot to automatically create or update Contacts, using data from Guideflow user interactions.

By integrating these insights into HubSpot, you can build custom views, dashboards, and reports, answering critical questions about your prospect's engagement and the effectiveness of your demos.

Integration features:

Contacts management

Automatically sync Guideflow demo interactions as new Contacts or update existing ones in HubSpot. This ensures your marketing and sales teams have the most current data, enabling timely and relevant follow-ups.

Deal influence

Gain insights into how Guideflow demos contribute to moving deals through the sales funnel. By linking demo interactions with specific deal stages, you can pinpoint which content drives the most value and act accordingly.

Advanced analytics

Leverage Guideflow's detailed analytics within HubSpot to create comprehensive reports and dashboards. This allows you to analyze demo engagement patterns, providing valuable insights into how your demos influence the buyer's journey.

How to activate the Hubspot integration

  1. In the Guideflow dashboard, navigate to Integrations.

  2. Choose Hubspot under CRM, enable the integration, and authorize via Hubspot.

  3. Select specific or all Guideflow demos in your workspace for Hubspot data synchronization.

Important notice for Guideflow users integrating with HubSpot

Please be aware that when integrating Guideflow with HubSpot, the identification and synchronization of contact data rely significantly on specific methods and key identifiers:

Contact identification

To successfully populate HubSpot with contact data, it is essential to identify your contacts through one of two methods:

  1. A Form Popup within Guideflow, designed to collect contact information directly.

  2. A Custom Link that includes the contact's information, such as their email, as a variable within the link itself.

Events sent to HubSpot

Guideflow analytics are configured to send event data to HubSpot. It is crucial that the contact data contains the contact's email address, whether obtained from a form or a variable within a custom link. The email serves as the key identifier, linking the contact data between Guideflow and HubSpot.

Existing contacts

If a contact with the same email already exists in your HubSpot CRM, then HubSpot will automatically merge the incoming information with the existing contact record, using the email as the key identifier. This process ensures that the contact's interactions and data are kept unified and up-to-date within HubSpot.

In situations where HubSpot detects a duplicate, it may prompt you to review and confirm the merge to maintain data integrity. If there is no existing contact matching the email, HubSpot will automatically create a new contact record, capturing all relevant interactions from Guideflow.

How to manage Guideflow properties in Hubspot

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