Integrations
      Back to home
      1. Demostack Help Center
      2. Integrations

      Guide to Integrate 3rd Party Forms with Demostack Product Tours

      Step 1: Set Up Demostack-CRM Integration

      • In Demostack: Authenticate and connect your HubSpot or Salesforce account through the integrations page.  (for more details visit this page).

      Step 2: Create a Public Product Tour in Demostack

      • Build the Tour: Design a product tour and generate a public share link in the Demostack platform.
      • Important: When creating the public share link, make sure to check the “Add new leads to Salesforce/Hubspot” box. This setting allows a lead to be created in your CRM based on an existing workflow you’ve implemented. Demostack logs the tour activity but does not create new leads/contacts itself.

      Step 3: Create and Configure Form

      Form Creation: In your marketing automation tool, create a form that requires the visitor’s email address, which will serve as a unique identifier for the integration.

      • Lead Creation: Ensure your CRM workflow is configured to create a lead upon form submission.

      Step 4: Implement Manual Coding for Dynamic URL

      • Develop a Script: Write a script that appends the visitor’s email address to the Demostack product tour URL after form submission. The script should modify the URL to include ?email= followed by the email address.

      Example:

      Transform the URL from: https://demostack.app/demos-7/ofjmt33j5vvj5iuxxx

      To: https://demostack.app/demos-7/ofjmt33j5vvj5iuxxx?email={contact.email}.

      If the user email is test@test.com, the final URL becomes:

      https://demostack.app/demos-7/ofjmt33j5vvj5iuxxx?email=test@test com, where {contact.email} is the placeholder for the user’s actual email address.

      Step 5: Test and Validate

      Submit a test form to verify that:

      1. A contact/lead instance is created or updated in your CRM (based on your configured workflow).
      2. The redirection works correctly.
      3. Activity data from Demostack is logged to the CRM object.

      Note: Demostack will not display the form to tour visitors as long as their email is included in the query string. This setup is compatible with any third-party application, provided there is an active CRM integration in place.

      💬 Need Help?

      If you have any questions, reach out to your Customer Success Manager or visit the Help Center.