HubSpot Integration - Zuddl to HubSpot Flow

Modified on Thu, 12 Jan 2023 at 02:32 PM

TABLE OF CONTENTS


HubSpot is a CRM platform that provides solutions for inbound marketing, sales, services, and operations that help them grow. The Zuddl - HubSpot integration enables organizers to pass attendee information seamlessly from Zuddl to HubSpot.

Integration

The integration creates a Marketing event and new contacts (new email addresses) on HubSpot to display attendee activity data for Zuddl events. The two major attendee activity data the integration captures are:

  • Registration

  • Event attendance

Note: The integration does not support syncing updates made to a contact in HubSpot or an attendee in Zuddl. For example, if an attendee information has been updated in Zuddl the corresponding contact (that is already synced) in HubSpot would not be updated. This is also true for HubSpot to Zuddl flow.


Note: If you are looking for HubSpot to Zuddl flow, refer to this article.

Prerequisites

To achieve this integration, a Marketing event object should be added to your HubSpot instance.Learn how to add the Marketing event object into your HubSpot account.


1. Enable integration on Zuddl

  1. On the Zuddl go to common dashboard > Integration > HubSpot.

  2. On the HubSpot card, click View details.

  3. Inside the HubSpot integration page, Click Install app. This initiates the HubSpot Authentication process on Zuddl.

  4. On the HubSpot Authentication page, click on “Add a new Account” at the end of the dropdown to add a new authentication. This initiates the new account authentication process.

    1. If you have already connected your HubSpot account select your account name from the list of previously connected HubSpot accounts and click Next

  5. On the create a new authentication page, enter Your authentication name.

    image.png

  6. On the tray authentication screen, select the HubSpot account you wish to connect with Zuddl.
    image.png

  7. On the account permission consent page, click the Connect app button.
    image.png
    This authenticates your HubSpot account on Zuddl and redirects you back to the Zuddl flow. Click the Next button to proceed to data-mapping step.

  8. On the Zuddl - HubSpot data mapping page, map a HubSpot Contact field with a corresponding Zuddl registration form field. The First Name, Last Name, and Email are default fields and cannot be deleted. You can also map the optional fields and click Add a new mapping to add more Zuddl fields to map.

  9. Select/Deselect the Create new Contacts checkbox. By selecting this checkbox, you can allow the integration to create a new contact whenever a registration happens for a Zuddl event.
     Note: If the registered user details are already present in your HubSpot account, the integration does not add the user.


  10. Click Finish. This installs and authenticates the HubSpot app on Zuddl.

  11. Now, go to your Zuddl organizer dashboard and create a new event, say “Acme global meet”.

  12. Inside the event settings, go to Integrations from the side navigation.

  13. Toggle on HubSpot integration.

  14. On the confirmation dialog box, click Confirm. This creates a marketing event on HubSpot with the same name as the Zuddl event name.

  15. On your HubSpot account, go to Contacts > Contacts. Click on the view changer dropdown and select Marketing events.
     image.png
    In the below screenshot, a new event “Acme Global Meet” has been added to the list of Marketing events under.

To view the event-level details click on the event name. On the right side menu, the event details such as event name, organization name (Organizer), start and end time (HubSpot account timezone), number of registered users, and other details get populated as shown in the screenshot below
image.png


2. Create a List

In the Marketing events details we cannot see the user-level details such as user registration and user attendance. A List is created to view the user who has registered and attended for the marketing event.

Create a List for registration

  1. On your HubSpot dashboard, go to Contacts > Lists.
    image.png

  2. On the list view, click the Create list button.
    image.pngimage.png

  3. Select Contact-based and enter a name for the active list. This creates a new list.
    image.png

  4. Click the Add a filter button and search for Marketing event as filter category and select it.
    image.png

  5. Under Marketing events, select Registered for a marketing event.

  6. Then under Occurred at select event name.

  7. Inside the event name filter condition,

    1. Select operation as “is equal to any of” (default)

    2. Select the Zuddl event name checkbox.

  8. Click Save list. HubSpot takes some time to process the list. The registered user appear on this list as shown below:

    image.png


Note: Zuddl does not create a list on your behalf, Zuddl gives you the option to create a list.


Create a List for event attendance

  1. On your HubSpot dashboard, go to Contacts > Lists.
    image.png

  2. On the list view, click the Create new List button.

  3. Select Contact-based and enter a name for the active list. This creates a new list.

  4. Click the Add a filter button and search for Marketing event as filter category and select it.
    image.png

  5. Under Marketing events, select Attended for marketing event.

  6. Then under Occurred at select event name.

  7. Inside the event name filter condition,

    1. Select operation as “is equal to any of” (default)

    2. Select the Zuddl event name checkbox.

  8. Click Save list. HubSpot takes some time to process the list. The attended user appears on this list same as the registered user.

Note: Creating a separate list for registered and attended activity helps you distinguish between the  number of user registration and event attendance easily. You can also view these details by creating filters.

3. Test the flow

When you create a new event, an entry would be created for the new event under Marketing events in your HubSpot account with the same name as the event. On clicking on the new marketing event you can view the details such as Organization, Event date and time, number of registrations and more.


Note:

  1. The Organizer field shows the name of the organization in Zuddl.

  2. The event date and time shown will be based on your HubSpot account settings.


Test new registration

Prerequisite

To test this flow, the Create new contact checkbox must be selected.

  1. On your Zuddl dashboard, go to People > Attendees.

  2. Create a new attendee.

  3. Now on your HubSpot account, go to Contacts object. The newly created attendee appears on the list of contacts.

  4. In the contact details, click View all properties under Lead status. You can find all the associated fields for the contact that were mapped during installation.

  5. Go to Marketing events and select the Zuddl event. Under the Event activity section, the chart shows 1 registered.

  6. The user details with “Registered” status also appear on the Contact-based List created.
    image.png


Test event attendance

  1. On your Zuddl dashboard, copy the Zuddl event URL.

  2. Enter the event from an incognito browser.

  3. Now on your HubSpot account, go to Marketing events and select the Zuddl event.

  4. Under the Event activity section, the chart shows 1 attended.

  5. The user details with “Attended” status also appear on the  Contact-based List created.
    image.png





Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article