Data Management in HubSpot

After integrating your HubSpot account with Accelevents, your attendees should be automatically added to your HubSpot account. In this article, you'll learn the default contact creation rules, where to find those attendees in HubSpot if you configured your integration to a Marketing Event, and see other information about what activities the attendee has done, such as registering for the event, checking in to the event, registering for a session, visiting a booth, responding to polls and posting a question in the event.

If you set up your HubSpot Integration as a Static List rather than a Marketing Event, click here.

If you still need to integrate, follow the steps in this article to set up the Integration to Export Event Data from Accelevents Into HubSpot.

What's great about HubSpot is it does not allow you to create duplicate contacts based on the email address. To know whether a new contact will be created or an existing one will be updated, check the rules to know what happens when an attendee is imported to HubSpot.

If you chose to send your contacts to Marketing Event in HubSpot during the integration, here's how to access those contacts in HubSpot:

After clicking Marketing Events, you will see your complete list of marketing events. When a registrant purchases a ticket post-integration, it will create a Marketing Event if one doesn't already exist for that event.

The Marketing Event name will automatically be titled after the name of your event. If your event name in Accelevents is "Demo Virtual Event," the Marketing Event would be labeled "Demo Virtual Event" as well.

Registrations - When a ticker is purchased, the registrant's contact record will be counted in the number of "REGISTRATIONS" for that event.

Checked In - When the registrant enters the event, that registrant's contact record will be counted in the number of "ATTENDEES." This will not remove the contact record from the total registrations. To get an accurate count of registrants who have not checked in, subtract the total attendees from registrations.

Canceled - If the registration is deleted or refunded in Accelevents, that registrant's contact record will be counted as "CANCELLATIONS." If the email address in the order is changed to a different one, then the old attendee will also be counted in cancellations. This will not remove the contact record from the total registrations. To get an accurate count of registrations, subtract the total cancellations from registrations.

In the example below, the event has 4 registrations; 1 has entered the event, and 1 has canceled. This means we're only waiting for 2 more attendees to check-in.

Click the event name, then click the number under registered to see the attendees' email addresses. Then, click the email address to open their contact record.

You can click on any attendee's contact record to view their information. You should see that information in their record if you added mapping during the integration, such as phone number, company name, job title, etc. If you do not see the mapped fields, click Actions > View All Properties.

In the search field, type the property name. You can click Add to your view to see the field when quickly viewing a contact.

You can also check the activity tab in the timeline area to see your attendees' actions in the event.

Notes: