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.
First, make sure you've already connected HubSpot to your Tourial account before you try to build a HubSpot workflow.
Creating a Tourial-based workflow trigger
- 1.
In your HubSpot account, create a new workflow and select "Set up triggers".
- 2.
Scroll down to Tourial: Tourial View Timeline Event.
- 3.
Next, you'll see a list of available engagement data you can use.
- 4.
Depending on your needs, it is suggested to use Tourial: Name in addition to Tourial: Time Spent (Seconds) so that you're only including those who actually spent some time viewing your Tourial in your workflow. However, you can use whichever identifier makes sense (forms submitted, last Tourial viewed, etc.).
- 5.
Copy the name of your Tourial from your Tourial account and then paste it under "equal to any of". If there are multiple Tourials you'd like to use, you can continue adding Tourial names in this field.
Note: You can then add any other AND/OR filters to your trigger.
- 6.
Once your triggers are all set, continue adding steps to your workflow as needed!
Ways workflows could be used leveraging Tourial engagement data
- Add people that view your Tourial to a HubSpot campaign to continue nurturing them with additional resources.
- Tag people that have viewed your Tourial and/or add them to a list.
- Add visitors that aren't already customers to a Salesforce campaign or create a Salesforce task so your sales team can follow up.
- Send a Slack notification to a channel or user when someone views your Tourial.
- Add visitors to an ad audience for retargeting.
- Update a visitor's lead status or use your lead scoring model to give them additional points.
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.
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.
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.
Slack Notifications with HubSpot
The content provides a step-by-step guide on integrating Slack with HubSpot, including the necessary admin permissions and email matching, and details how to create a HubSpot Workflow that triggers Slack notifications based on specific Tourial View Timeline Event criteria, such as tour name and visitor engagement time, allowing customization of notification messages and target Slack channels.
Engagement Data with Marketo
After setting up the Marketo Integration, Tourial engagement data—including detailed metrics like time spent, clicks, CTA interactions, form submissions, and Tourial metadata such as name, URL, IDs, and UTM parameters—will appear as custom activities in lead or person activity logs, enabling users to create targeted Smart Lists and workflows based on specific Tourial engagement criteria within Marketo.
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.