Looking for something else? Check out Demostack's HubSpot CRM integration guide.
Overview
Maximize your marketing efficiency with the Demostack-HubSpot integration! Cater to both inbound and outbound strategies by utilizing gated product tours for lead generation and product sandboxes for post-demo engagement.
For inbound efforts, product tours serve as enticing lead magnets, capturing visitor information such as name and email. For outbound initiatives, sandboxes facilitate post-demo follow-ups with prospects and the buying committee. The integration creates a "Contact" object in HubSpot, creating contacts for shared demos visitors, and enriching it with the respective activity data for tours visitors, to support your sales funnel and marketing automation.
Leverage this integration to bolster your marketing and sales efforts, and explore the setup process!
Key Benefits
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Turn product tours and sandboxes into engaging lead magnets by gating them. Simply check the 'Add new leads to HubSpot' box under the Visitors settings when creating a share link.
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Automatically create a "Contact" object in HubSpot with the collected visitor information.
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Enrich the HubSpot "Contact" with the visitor's activity data, enabling targeted lead nurturing and follow-ups.
Install the Demostack-HubSpot Integration
Note: Only Demostack Admins can setup this integration.
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Verify User Permissions
Confirm that you have administrative privileges on both Demostack and HubSpot. These permissions are essential for completing the integration.
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Navigate to Integrations
In Demostack, navigate to Organization settings page (cog icon in the upper right-hand corner), then select the Integrations tab.
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Choose HubSpot Integration
Find the HubSpot integration tile and click on 'Connect'.
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Authorize Demostack in HubSpot
You'll be redirected to HubSpot to authorize the Demostack application. Make sure you select the correct HubSpot account, then click 'Choose account” to provide Demostack the necessary permissions.
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Confirm the Integration
Once you've authorized Demostack in HubSpot, you'll be redirected back to Demostack. You should see a confirmation message indicating that the integration was successful.
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Test the Integration
To verify that the integration is functioning correctly, create a test lead in Demostack. Check in HubSpot to ensure the "Contact" object was automatically created with the appropriate visitor information and activity data.
You can enhance your insights by using the Integration Filter for Contact Activity in HubSpot. Here's how:
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Select the Contact
Start by clicking on the specific contact whose activity you're interested in filtering.
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Locate the Activity Section
On the profile page of the chosen contact, navigate to the 'Activity' section. This part showcases the history of interactions the contact has had with your business.
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Find the 'Filter Activity' Option
Within the 'Activity' section, you'll notice an option labeled 'Filter activity' above the list of interactions.
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Open the Filter
Click on the 'Filter activity' option to open a dropdown menu, which provides various filter criteria.
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Choose 'Integration'
In the dropdown menu, select the 'Integration' filter.
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Select 'Demostack'
Upon selecting 'Integration', you'll be presented with a list of your integrated apps. From this list, choose 'Demostack'.
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Apply the Filter
After choosing 'Demostack', click 'Apply'. This action will filter the contact's activity to only display interactions associated with your Demostack integration.
With this filter applied, you're now equipped to more easily analyze the specific interactions of the contact within your Demostack environment. This focused view can provide valuable insights for improving engagement and nurturing leads.
Embrace the Demostack-HubSpot integration to bolster your inbound marketing strategy and drive lead conversion with gated product tours and sandboxes. Harness this powerful combination to enhance your sales pipeline and engage potential clients effectively.
Still have questions? Reach out to us via the blue hand in the bottom right hand corner of the screen. We're happy to help! ✌️