There are two ways to integrate Hubspot with Web Personalization:
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Dynamically add existing Hubspot forms into a Reaction to capture leads
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Use Hubspot to segment visitors and deliver realtime dynamic personalized experiences
Adding a Hubspot form to a Reaction (Lead Capture)
A dynamic Hubspot form can be added to any Reaction that supports a CustomHTML content type. Follow these steps to add a Hubspot form to a Reaction:
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Navigate to the Reaction Studio within the Web Personalization Application
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Create/Edit a Reaction
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Create and assign a Content Card to the Reaction, or edit the existing one
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Set the CustomHTML toggle option to "on"
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Add your Hubspot Portal ID & Form ID to the code block below and paste into it to the Content Card
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Click "Update" and Save the Content Card
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The Reaction will now dynamically load a Hubspot form into the Reaction
<script> hbspt.forms.create({
portalId: '123456',
formId: 'xxx-yyy-zzz'
});
</script>
A common use case is create a "light-box" Reaction with a dynamic Hubspot form that triggers on "page exit". A dynamic form example is shown below:
Creating Personalized Experiences with Hubspot Data
Deliver realtime dynamic personalized experiences using Hubspot. There are to parts to this setup:
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Setup the Hubspot/Reactul Integration
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Build Reactions that are segmented with Hubspot Data
1.) Setting up the integration:
i. Go to Web Personalization Integrations within the Web Personalization Application
ii. Toggle Hubspot Integration "on"
iii. Enter your Hubspot details (Client ID, Client Secret & Refresh Token)
iv. Save your settings
v. The integration is complete
2.) Segment Reactions with Hubspot
i. Create/edit a Reaction
ii. Apply a Persona to the Reaction
iii. Add the Hubspot segment details to your Persona. A typical example is a Hubspot list id where a list id might be associated with a segment as seen below:
iv. Verify that a "vertical/segment" has been assigned to the Persona correctly.
v. Save the Persona & Reaction
vi. The Reaction will now only display for the assigned Hubspot segment.
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