HubSpot Integration
Connect Guideflow to HubSpot to automatically create and update contacts based on how prospects engage with your flows. As viewers interact with your flows, their engagement data is pushed directly into HubSpot so your sales and marketing teams always have the most current picture of prospect activity.
You must have Admin level permissions to connect any integrations within Guideflow.
How to connect
Navigate to Integrations in your Guideflow dashboard.
Find HubSpot under CRM and click Install.
A HubSpot authorization window will open. Sign in and grant the requested permissions.
Once authorized, the integration is active. Guideflow will automatically create a custom property group and contact properties in HubSpot.
Toggle on the events you want to track. All events are disabled by default.
Choose whether to enable the integration for all flows or select specific ones.
HubSpot integration uses OAuth authorization. No API keys or manual configuration are needed on the HubSpot side.
How it works
Guideflow pushes data to HubSpot only when a viewer's contact information is collected. This happens in one of two ways:
A viewer submits a lead capture form inside the flow.
A viewer arrives via a custom link that includes their contact information as a variable.
Once contact information is captured, Guideflow searches HubSpot for an existing contact matching the email, phone, or name provided. If a match is found, the existing contact is updated. If no match is found, a new contact is created. All subsequent engagement data from that session is then pushed to that contact record in real time as the viewer progresses through the Guideflow.
Events Tracked
Guideflow supports 5 event types for HubSpot. Each event can be individually enabled or disabled from the integration settings.
First Interaction
Triggered when a viewer starts a flow session. Creates or updates the contact in HubSpot if lead data is available.
Lead Created
Creates or updates a HubSpot contact with the viewer's information submitted via a form or custom link.
Step Viewed
Updates the contact with the current step details and completion percentage each time a viewer moves through a step.
Completed
Updates the contact with a completion status and 100% completion percentage when the viewer reaches the final step.
External Link Clicked
Updates the contact with a CTA clicked flag when the viewer clicks an external link in the flow.
Contact fields mapped to HubSpot
When a viewer submits a lead form, Guideflow maps the following fields directly to the HubSpot contact record:
First Name
firstname
Last Name
lastname
email
Company
company
Phone
phone
Website
website
Guideflow properties created in HubSpot
When the integration is first connected, Guideflow automatically creates a Guideflow property group on HubSpot contacts with the following custom properties. These are populated as the viewer interacts with the flow and can be used to build contact views, lists, segments, workflows, and reports in HubSpot.
guideflow_session_id
Unique identifier for the viewer's session
guideflow_url
URL where the guideflow was embedded or shared
guideflow_workspace_id
Identifier of the Guideflow workspace
guideflow_folder_id
Identifier of the folder containing the guideflow
guideflow_folder_name
Name of the folder containing the guideflow
guideflow_id
Unique identifier of the guideflow
guideflow_name
Name of the guideflow
guideflow_step_id
Identifier of the last step viewed
guideflow_step_index
Position of the last step viewed
guideflow_step_name
Name of the last step viewed
guideflow_steps_total_number
Total number of steps in the guideflow
guideflow_percent_of_completion
How far the viewer progressed (0 to 100%)
guideflow_time_spend
Time spent on the last step viewed
guideflow_is_completed
Whether the viewer completed the guideflow
guideflow_cta_clicked
Whether the viewer clicked an external link
guideflow_cta_clicked_location
Where in the guideflow the external link was clicked
How to manage Guideflow properties in Hubspot
How to use Guideflow data in HubSpot
Once the integration is live and contacts are being created, you can use Guideflow properties in HubSpot to:
Contact views: see Guideflow engagement data directly on any contact record.
Lists and segments: filter contacts by completion status, CTA clicks, specific guideflows, or folders.
Workflows: trigger follow-up actions based on demo engagement, such as sending an email when a viewer completes a guideflow.
Reports: build custom reports on how prospects are engaging with your demos across the buyer journey.
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