By integrating your HubSpot account, you can pass leads captured by Guru, buyer and sales data in order to segment your contacts in HubSpot, to interact in a personalized way while monitoring conversions and revenue.
To enable the integration, you need to connect your HubSpot account, then set the rules for contact segmentation, and map additional sale or subscription fields.
On this page:
-
Step 1: Activate the integration
-
What to do next
Before you begin, you need to:
-
Have a HubSpot account.
-
Be an administrator user or have permission to perform the following actions.
Step 1: Activate the HubSpot integration
In this step, you will enable the HubSpot integration in Guru.
Steps:
1 - Access the Guru admin with your username and password.
2 - In the side menu, access Settings > Integrations > Autoresponders > HubSpot.
3 - In the Detail tab, click Connect.
4 - Access your HubSpot account with your username and password.
5 - Click Continue.
6 - Click Connect.
To confirm that the integration is active, you should see a notification in the top right corner.
What to do next
Once the HubSpot integration is active, you must configure the rules for segmenting contacts in HubSpot; and map any additional fields you want (optional step).
This configuration is done through:
1 - Mapping Sales Status to HubSpot;
2 - Sending Custom Data to HubSpot.
More Resources