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Configure Integration to Export Event Data Into HubSpot
Configure Integration to Export Event Data Into HubSpot

You can connect your account to HubSpot through this new integration!

Whitney Harriss avatar
Written by Whitney Harriss
Updated this week

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/Business, Professional, Enterprise, and White Label accounts.

Integrate and Export Event Data to HubSpot

These are the key parts of setting up the HubSpot integration:

Other Topics:


Configure the Integration in Accelevents

  1. Go to your Organizer Portal by clicking the Manage Organization found on the bottom left corner of any event admin console.

  2. Go to the Integrations tab and click Connect under the HubSpot logo to begin.

    If you're not seeing the Integrations tab, you'll need to access your Enterprise or White Label Dashboard to see the Integrations tab. Click My Enterprise from the Organizer Portal to take you to your Enterprise or White Label Dashboard, where you should find the Integrations tab.

    You can also access the direct Enterprise or White Label Dashboard URL to see the Integrations tab. The URL would look something like this:

  3. Once you click the Connect button, a pop-up will open. Select the Organizer you want to connect to, then click Connect Now.

  4. 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.

    5. 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.

6. Click Finish.

7. After clicking Finish, return to the Integrations tab and wait for the integration to enable. The green button under HubSpot will turn red once enabled and connected.

At this point, you're done setting up your integration, which will apply to all events under the organizer you integrated; all new registrations should be automatically added to your HubSpot account.

Learn how to find your attendees in HubSpot based on your configuration.

The next steps below are for other optional settings and a way to edit or disconnect your integration.


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 have multiple events, you'll need to set the mapping for each event.

  • If you add custom fields in your order form, just refresh if they are not appearing in the mapping.

  • If you can't find a matching HubSpot property for your custom field or other default fields (e.g., disclaimer and social medial links), select any HubSpot Property that is most applicable or create a new property / field in HubSpot.

Aside from default and custom fields, you can also map auto-generated fields, such as the attendee's order number, ticket name, and QR code.


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.


Edit the Integration

If you want to edit the existing integration, click Edit from the integrations page, and it will take you back to the step where it asks you to click "New Authentication" (step 4).


Disconnect the Integration

If you want to uninstall the integration, click the red Disable button, then click the 3 dot menu in the the HubSpot tile on the integrations page within Accelevents, then click Uninstall. Once it's disconnected, you can connect a HubSpot account from scratch.

Note: If the integration is disconnected, the existing attendees/contacts will remain in your account. However, if any updates are done to the record, it will only reflect where the update is done.


Uninstall Accelevents from Your HubSpot Account

If you want to uninstall the Accelevents app from your HubSpot account:

  • Log in to HubSpot

  • Click the Marketplace icon in the main navigation bar

  • Click Connected apps under Manage

  • Click Actions on the Accelevents app

  • Click Uninstall

  • In the pop-up, type "uninstall", then click Uninstall

Note: It is not recommended to uninstall and reinstall the Accelevents app to fix integration issues. If you're encountering integration issues, you can disconnect and reconnect the integration.


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