Pushing Engagement Data from HubSpot to SFDC
The document explains how to enable HubSpot's native "Sync HubSpot Activities to Salesforce Tasks" feature to automatically push new Tourial Engagement Data from HubSpot to Salesforce as tasks, noting that the sync is not retroactive, may also sync other integration events, and requires Salesforce to be connected to HubSpot with the activity sync turned on under the Salesforce integration settings.
Requirements
- HubSpot Engagement Data Integration is set up and live.
- Salesforce is integrated with your HubSpot account.
For a quick and easy way to sync Tourial Engagement Data from HubSpot to Salesforce, you can use HubSpot's native feature: Sync HubSpot Activities to Salesforce Tasks.
Note: This uses existing HubSpot features and is not a sync feature built by Tourial.
Turning on Activity Sync to Salesforce
- 1.In your HubSpot account, go to Settings > Integrations > Connected Apps.
- 2.Select Salesforce and then click on the Activities tab.
- 3.Scroll down to the bottom where it says Installed integration event. Checkmark the box and then select the Salesforce Task Type as Other.
It may take several minutes for the sync to begin. Once new Tour Engagement Data comes into HubSpot, that activity card on a contact record will sync to the Salesforce lead/contact record as a task.
Every data point from the Engagement Data in HubSpot will sync to Salesforce. However, per HubSpot's guide, the data sync is not retroactive. Engagement Data will only sync to Salesforce for events occurring after the sync is turned on.
Your Salesforce task will match the way it's listed in HubSpot.
Important Note: Turning on the Installed integration event sync to Salesforce may also begin syncing other integrations events depending on the integrations you have within HubSpot. Be mindful of this before turning it on, as HubSpot doesn't provide a way to select specific integrations. Events like Zoom Webinar Registrations, for example, may also sync to Salesforce.
(According to internal experience as of May 2023, there has not been an influx of other integration events syncing to Salesforce for integrations like Zoom, Calendly, Salesloft, and Intercom.)
Please reach out to HubSpot Support if you have specific inquiries related to your installed integrations outside of Tourial.
Related
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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.
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.
How to Create a Salesforce Dashboard to Measure Tourial's Impact
The guide explains how to create a Salesforce dashboard to measure Tourial's impact by first setting up a custom report type with Tourial engagement fields linked to Contacts or Leads, then building detailed reports—such as tracking Tourial views by lifecycle stage—to analyze user interaction and influence on the sales pipeline.
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The Navless Product Documentation explains how to create a Salesforce report using Tourial Engagement Data by logging into Salesforce, selecting the "Tourial Content Views with Lead" report, applying filters for all content views and all time, adding key fields like Tourial Content Name, Date Viewed, and Lead Email, and grouping rows to visualize engagement metrics, which can then be added to dashboards for marketing or sales insights.
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The Salesforce lead form integration with Tourial enables tagging leads created from Tours using a custom checkbox field named "Tourial_Source" on the Lead object, and allows passing Tourial form submission data to corresponding Salesforce lead or contact records by creating and mapping matching fields in Tourial forms connected to Salesforce.
Navless Pardot Integration Self-Service Guide
The Navless Pardot Integration Self-Service Guide explains how Navless leverages Salesforce Pardot APIs to enable customers to sync prospect data, track visitor engagement, personalize content, and push engagement metrics back into Pardot and Salesforce for enhanced lead scoring, intent tracking, automation, sales visibility, and targeted marketing without requiring a formal partnership.