In this post, we explain how HubSpot can be integrated with Cleverstory for lead generation, to capture engagement, and to see how the analytics will look in HubSpot for your leads from Cleverstory pages.

For this integration to be successful, you will require:

This article will guide you on:

Step 1:

To set up events on HubSpot, log in to your HubSpot account and head to Reports > Analytics Tools.

Step 2:

> You should be able to see the Custom Behavioral Event tab.

> Now click on Create Event.

*Custom Behavioral Event - Helps you create custom events to track specific visitor activities on your website or app. You can then personalize your marketing efforts based on their actions and track the performance of these events over time.

Keep your eyes peeled because the next step can be a little tricky!

Step 3:

Once you click on Create an Event, from the two options available, Choose Code Wizard.

You will be directed to the tab to create Events. Create the Events listed below.

Note: Cleverstory only supports Contacts under the Associated objects.

Choose the associated object as Contacts.

The Events that need to be created are:

Note: You can only create one Event at a time.

Step 4:

To get the engagement data for each of the created events, the respective event Properties have to be created.

Properties are created for us to record all the interactions on the Cleverstory pages via forms.

To create these event Properties, choose Custom String Property.

Once you click the option you will see a pop-up where you can add the corresponding Properties under each Event.

Below are the Events and their respective Properties to be created:

(i) Asset Viewed Event

Properties to be created for this event are:

(ii) Asset Download Event

Properties to be created for this event are:

(iii) Page Viewed Event

Properties to be created for this event are:

Step 5:

After we are done adding the Properties, you can click on next and it will take you to the tab to set up the tracking. To send the data to HubSpot, choose Send data to HubSpot.

Once done, click on Create and your event will be created with a unique Tracking ID.

2. Deriving the tracking ID

Once you create events, they should appear like in the screenshot below.

Now to copy the tracking ID obtained from HubSpot, head to Custom Behavioural Event and click on the custom events created by you.

On the top right corner, under the Internal name, the tracking ID will be present.

3. Integrating with Cleverstory

To integrate these events with Cleverstory,

> Login to the Cleverstory platform > Workspace Settings > Integrations > HubSpot > Click on Activate.

> Please add your email associated with your HubSpot account to activate and choose the respective HubSpot region.

> Copy the tracking ID for each event from HubSpot and paste it alongside the respective events on Cleverstory.

> Hit Save Changes.

Voilaa! You’re all sorted with the integration.

Still have queries? Send them to us at support@paperflite.com and we'll be glad to assist.