How to Integrate BigMarker and HubSpot
Seamlessly integrate BigMarker and HubSpot in 10 minutes or less
When BigMarker is integrated with HubSpot, your online event data can flow seamlessly and automatically from BigMarker to HubSpot, minutes after your event ends.
Once your BigMarker event ends, its event data will flow automatically to your HubSpot account. The reverse is also true: Your HubSpot contacts can also be automatically added to BigMarker registrant and invitation lists. This empowers your team to capitalize on audience engagement to inform smarter follow up and sales (and waste less time on manual work!)
Best of all, the integration can be set up in five simple steps without any code or customization. Learn more below:
1. When you create a webinar on BigMarker, head to your webinar dashboard, and then the Integrations tab. Find the HubSpot integration.
2. Sync BigMarker with HubSpot
Navigate to “HubSpot Account,” then enter your HubSpot API key.
Check “Save as Default?” to save these account settings as the default for every event on your channel, then click “Setup Sync Settings.”
2b. If Necessary: Find Your HubSpot API key.
If you already know how to locate your API key on HubSpot, proceed to Step 3.
To find your Hubspot API key, log into your HubSpot account, click Integrations on the left-hand menu of your account homepage, then select API Key.
If you’ve already activated your Hubspot API, you can access this key under Active API Key.
If you haven’t already activated your API key, you’ll be prompted to do so in this box.
Once you’ve obtained this code, return to Step 2 and enter it under Hubspot API key.
3. Configure Import Settings.
Under “Import Settings,” select the HubSpot contact lists that you’d like to be automatically uploaded to BigMarker, either as event registrants or invitees.
To add HubSpot contacts as BigMarker event registrants, choose “Select Hubspot list to import as registrants.” If you’ve successfully synced your HubSpot account with BigMarker, all of your pre-existing HubSpot contact lists will show in the dropdown that appears. Select your desired HubSpot contact lists within this dropdown. Complete the import by clicking “Import Now.”
But you may want to send email invitations to those HubSpot contacts instead of automatically adding them to the registrant list. To do this, choose “Select HubSpot list for Invitations.” In the dropdown that appears, select the HubSpot contact list you’d like to automatically receive invitation emails from BigMarker. Complete the import by clicking “Import HubSpot List for Invitations.”
To save that group of HubSpot contacts to your email list on BigMarker, enter a name in “Save Invitation Import as Email List.”
Check the box underneath “Check for Group Updates?” to periodically upload newly added HubSpot contacts to BigMarker.
Press “Save Import Settings” to finalize the import.
4. Configure Export Settings.
“Under Export Contacts,” you’ll import your BigMarker event data to a pre-existing list in your HubSpot account. Using the dropdown lists below, match your lists of event registrants, attendees, no shows, and recording viewers to their respective list on HubSpot.
If you want your event’s registrants and recording viewers to be automatically added as contacts on HubSpot, check the box under “Add New Registrants Automatically?” and “Add New Recording Viewers Automatically?”, respectively.
5. Map Data Fields.
Navigate to “Map Data Fields.”
Select the BigMarker data fields you want to capture, then match them with their counterpart in HubSpot. For instance, we’ve linked the participant’s email address, first name and last name with their corresponding data field in HubSpot.
NOTE: If your event includes multiple polls, the answers from every poll will appear in one data field on HubSpot unless you manually separate them prior to completing the integration. In the blank following “Character to separate polls,” enter a character (“a”, “test”, etc.) that separates the results of one poll from the next within your HubSpot database.
6. Click “Save Export Settings,” then “Export Now” to complete the integration.
Want to learn more about how the most innovative companies are using webinars and online events to advance their marketing goals? BigMarker's Account Executives are here to help! Contact us at sales@bigmarker.com to learn more.
Comments
0 comments
Article is closed for comments.