HubSpot Integration with Tourial
The HubSpot integration with Tourial involves connecting your HubSpot account to Tourial, enabling engagement activity to capture and send demo interaction data, and configuring a custom subdomain via a CNAME DNS record to white-label demos, thereby enhancing lead and prospect insights within your marketing automation platform.
There are 3 core integrations with Tourial and HubSpot:
- 1.Lead Forms
- 2.Engagement Data
- 3.Scheduling
For all three, you need to begin by setting up the connection between Tourial and HubSpot.
Setting up the Tourial & HubSpot Connection
Tourial engagement data becomes especially valuable when combined with contextual information about leads and prospects within your marketing automation platform (MAP).
Important Note: A required step with the integration involves setting up a CNAME record in your DNS so that your demos can be white-labeled (e.g., demos.yourcompany.com). This typically involves a developer, IT, or web admin, so it is recommended to initiate this process early to go live quicker.
Setup in the Tourial App
Setting up the HubSpot integration is a quick and easy process. The first steps are completed in your Tourial app, and the remainder involves configuration with your domain provider.
Step 1: Connect your HubSpot account to Tourial
From your integrations page, select Integrations in the left menu and then click Connect to begin the authentication process and connect your HubSpot account to Tourial.
Note: A HubSpot SuperAdmin is required to perform the authentication process.
Step 2: Turn on Engagement Activity
Once you've successfully connected your HubSpot account, you'll be redirected back to the Integrations page in the Tourial app.
Click Manage Integration >> Settings to get to the HubSpot settings page.
In the section labeled Engagement Activity, you'll see a dropdown menu to turn Engagement Activity on or off.
To ensure Tourial engagement data is captured and sent to HubSpot, select Engagement Activity ON.
Note: Turning this off will disable all Engagement Activities being captured and sent to HubSpot.
Step 3: Configure your custom subdomain
Refer to the documentation on how to white label your account and content.
Key Elements of the HubSpot Integration
HubSpot Engagement Activity
This part of the integration pushes activity data from visitors' engagement with your Tourials into your HubSpot account.
Important Note: To ensure you're seeing Engagement Activity on a contact record, head to Filter activity on a contact record and select Tourial under Integrations.
Once data funnels into HubSpot, it'll be tied to a contact record if that contact is already known and exists within HubSpot.
Engagement Data also works for anonymous visitors or people who are not yet contacts in your HubSpot account. Once that visitor converts—either by submitting a form, clicking a tagged email, etc.—their historical Tourial engagement data is retroactively pulled into HubSpot (assuming those HubSpot cookies have remained and that visitor did not clear their cookies).
Important Note: Be sure you have your HubSpot tracking script added to your website so that visitor tour engagement can be linked to any website forms outside your tour.
What's next? Check out the documentation on Engagement Data visible in your HubSpot account and FAQs.
See how to connect your HubSpot form to Tourial.
Also, take the HubSpot Engagement Tour to see some of the ways you can use Tourial Engagement Data to create lists, workflows, and influence your lead scoring model.
Related
Tour Engagement Data | Navless Product Documentation
After setting up the HubSpot Integration, Tourial engagement data—including detailed metrics like time spent, clicks, form interactions, and metadata such as Tourial name, URL, and visitor IDs—is sent via HubSpot cookies to populate contact record activity feeds, enabling users to create targeted lists, workflows, and reports based on visitor interactions with Tourials within HubSpot.
Triggering HubSpot Workflows | Navless Product Documentation
The documentation explains how to connect HubSpot to Tourial and create a workflow trigger based on Tourial engagement data—such as Tourial name and time spent viewing—to automate actions like adding viewers to campaigns, tagging them, notifying teams, retargeting ads, or updating lead statuses within HubSpot workflows.
HubSpot Integration FAQs
The HubSpot Integration FAQs explain how to configure Tourial forms to block free email providers by selecting "Email (non-generic)," confirm that UTMs pass from embedded Tours to HubSpot, clarify that Tourial forms do not auto-populate known HubSpot contact data, detail that HubSpot forms with CAPTCHA enabled won't appear in integration pick-lists, describe why submissions may show as "unidentified form" due to API routing through Tourial servers, and note that HubSpot identifies known contacts on ungated tours using HubSpot cookies.
TourPlayer Engagement Data | Navless Product Documentation
The Navless documentation explains that after integrating HubSpot with Tourial, detailed engagement data—such as time spent, CTA clicks, form interactions, and metadata like Tourial Content name and session IDs—is sent via HubSpot cookies to appear in contact record activity feeds, enabling users to create targeted lists, workflows, and reports based on visitor interactions with Tourial Content.
Instant Scheduling with HubSpot Scheduler
The guide explains how to integrate HubSpot Scheduler with Tourial by connecting your HubSpot account, adding HubSpot Meeting Links, and then embedding these meeting schedulers as clickable CTA buttons either on individual Tour Pages or the Tour Center, enabling users to book meetings via a calendar popup, with a note that when embedded on external websites, the scheduler may open in a new tab which can affect analytics tracking.
Lead Forms with HubSpot | Navless Product Documentation
The documentation explains how to integrate Tourial forms with HubSpot by creating or selecting a HubSpot form, importing and mapping fields (including hidden UTM parameters) into Tourial, styling the form, configuring confirmation modals, and testing lead submission to ensure data flows correctly, while also addressing FAQs about blocking free email providers and UTM parameter passing.