Getting more data from your attendees has never been more critical. With our built-in HubSpot integration, you can add contacts/attendees from your Accelevents account and have the data automatically appear in HubSpot.
Note: This integration is only available for Scale, Professional, Enterprise, and White Label accounts.
There are three key parts to setting up the HubSpot integration:
Configure the HubSpot Marketing Event Integration (not required)
Other Topics:
Configure the Integration in Accelevents
Log in with either your organization (which can be accessed from the bottom left corner of any event page connected to an Organizer Profile) or white label account.
Go to the Integrations tab and click Connect under the HubSpot logo to begin.
Once you click the Connect button, a pop-up will open. Select the Organizer you want to connect to, then click Connect Now.
Another pop-up will appear where it will ask you for authentication. This is required to push data to your integration.
Click on New Authentication
Name the authentication, then click Create.
On the next pop-up, log in to your HubSpot account.
Choose the HubSpot account you want to connect to and click Choose Account.
Choose where you want to send your event contacts via the dropdown, then click Next.
A "Marketing Event" is a new way to track all your on and offline marketing events in one place - read more about how to use them in HubSpot's Knowledge Base.
A "Static List" creates a simple contact list in your HubSpot account.
Click Finish.
After clicking Finish, go back to the Integrations tab. The button under HubSpot will turn green - click Enable to finalize the integration. You will know it's enabled and connected when the button turns red.
Disconnect the Integration
If you want to uninstall the integration, click the red Disable button, then click the trash icon in the upper right corner of the HubSpot tile on the integrations page within Accelevents. Once it's disconnected, you can connect a HubSpot account from scratch.
Edit the Integration
If you only want to edit the existing integration, click the edit icon, and it will take you back to the step where it asks you to click "New Authentication" (step 4).
Map Default and Custom Question Fields (optional)
By default, the attendee's Email, First Name, and Last Name are the fields that will be exported from Accelevents to HubSpot.
If you want to add new mappings beyond the defaults, return to your admin console to Settings > Integrations > Configure HubSpot.
You'll see two lists there - one for Accelevents Fields and one for HubSpot Properties. You can set what you'd like for each field with the Add a new Mapping button.
To correctly map questions, enable the question on both the Ticket Holder order form and the Ticket Buyer order form.
Go to Registration > Order Form
Enable Collect both Ticket Buyer and Ticket Holder Information
Go to the Ticket Buyer tab and enable the include and require toggles for the questions to be included in the mapping
Go to the Ticket Holder tab and enable the include and require toggles for the questions to be included in the mapping
Notes:
If you add custom fields in your order form, they should also appear in the mapping. Just refresh if it doesn't show.
If you're adding the Disclaimer responses to the mapping, select any HubSpot Property that is most applicable (e.g., Membership Notes)
Map Hidden Fields for Order Number and Ticket Name (optional)
If you want the Order Number and/or the Ticket Name to appear in HubSpot, you can choose Order ID and Ticket Type fields from the Accelevents Fields. You don't need to enable these fields in the order form.
To get the fields to appear on the HubSpot Properties dropdown on the right side, you need to create those fields in HubSpot through Settings > Properties > Create Property.
Configure the HubSpot Marketing Event Integration
Note: This is an optional step
On a separate tab, log in to your HubSpot account.
Click Settings (gear icon)
Select Tracking & Analytics > Attribution.
Enable Marketing event registered
Enable Marketing event attended
Click Save.
Note: If this option is unavailable, you may need to enable your HubSpot settings manually. Click here for more instructions on adding the marketing events object to your HubSpot account.
Once you've finished building this integration, check out our articles on managing your attendee data in HubSpot. If you configured this integration as a Static List, click here. If you configured this integration as a Marketing Event, click here.