Whether you have existing data that you want to import into BigMarker, or if you want to export your registrant and attendee information from BigMarker, integrating with Hubspot is a powerful way to accomplish this. In this article we'll earn how to enable the Hubspot integration and start sharing your registrants and attendance data between Hubspot and BigMarker.
Contents
Setting up your Hubspot integration
Setting up your Hubspot integration
After creating your webinar or series, go to the integrations tab in the webinar dashboard. From here, find and click on Hubspot.
To authenticate through our App Integration, click HubSpot (App).
Click Install HubSpot ApptoberedirectedtoHubspotforAuthentication.
After logging in to Hubspot, you'll confirm to connect BigMarker with your Hubspot account. If you have multiple accounts, you'll first select which account to connect. After confirming you'll be all set to start configuring your integration on BigMarker.
Note: You can authenticate and set up your HubSpot account on your Channel's Settings. This will carry your HubSpot authentication across all your webinars and series.
Import from Hubspot Lists
If you want your contacts from specific Hubspot lists to be imported, open up and enable Import from Hubspot Lists. Hubspot lists (also called segments) group records based on property values and other characteristics.
You'll need to select which list to import either registrants or invitees from. You can also choose whether to sync this import every 15 minutes, so new additions to the list will be added to BigMarker. If you are importing registrants to an email list for invitations, you'll still need to configure an invitation email that uses that list.
Import using webhooks
Instead of relying on Hubspot lists to import registrants, you can also use Import using webhooks to leverage your whole list of contacts. Look for these settings, enable and save.
When enabled, a new custom contact property will be added to your Hubspot: bigmarker_webinar_id_webhook_trigger. In order for a contact to be imported to your session or series this property needs to be updated with a valid webinar ID.
You can get the webinar ID for any session by visiting the main dashboard for the session and looking in the details under the title. If you are using API to get webinar information, refer to here in our API documentation for ways to get the ID for specific sessions.
Export to Contacts and Lists
If you are collecting registrants on BigMarker and want to export them to Hubspot, find the settings for Export to Contacts and Lists.
The first settings you'll see are to configure how the export behaves under certain conditions, such as if you want to export without a list selected, or if you want to automatically add new registrants and recording viewers.
Below these settings, you'll have the ability to choose what list each group or registrants exports to: registrants, attendees, no-shows and recording viewers. If you have enabled Let BigMarker create Registrants, Attendees, No-Shows, and Recording Viewers lists on Hubspot in the settings above, BigMarker will automatically add list for the categories here. For example, the list created for registrants would be “WebinarName_Registrants.”
Additionally, each list can have a static value assigned as a property so that each contact added to that list will have the configured value applied to them.
Map Data Fields for export
Scroll further down in these settings to find the map of your fields to Hubspot. Here you will find all custom registration fields as well as fields for various webinar details and engagement data.
Note: If your event includes multiple polls, the answers from every poll will appear in one data field on HubSpot unless you manually separate them prior to completing the integration. In the blank following “Character to separate polls,” enter a character (“a”, “test”, etc.) that separates the results of one poll from the next within your HubSpot database.
To do this process automatically, check off Auto-create Property on HubSpot and map it to BigMarker box in each field row. What this will do is automatically map all the data fields from BigMarker into your HubSpot integration and adding new properties to do so.
When you auto create the properties, property names will follow this format: "fieldname | webinarname_webinarId". The webinar name might become truncated in order to fit within the characterlimit for Hubspot properties.
Export to Meeting Logs
Note: This feature is only available to HubSpot accounts using the Sales Hub module.
A meeting log is BigMarker’s optional way of exporting a “log” of all the registrant’s data over to HubSpot. You are able to see who did what with the data mapping fields within HubSpot in an easy format to read. These meeting logs are applicable to any registrant who attends or registers to your events.
To do this, check off the Create meeting log box, and give it a name in the text box below. In HubSpot, check off Track call and meeting types box.
Note: You must enter in an existing custom activity type in the Meeting Log Call Type text box.
When they are populated, the Meeting Logs will appear like the below in HubSpot:
.png?width=600&height=322&name=image%20(38).png)
Export to Timeline Events
With our BigMarker App on HubSpot, you can create timeline records of your contacts on your HubSpot account. These timeline events for your contacts contain registration, webinar attendance and on-demand views, as well as a full transcript of any chat or Q&A Messages. You can use this data to focus individualized attention on leads or gauge effectiveness of marketing campaigns launched at specific times.
Go to your HubSpot account and click on the contact you would like to create these timeline records of. Under the contact’s activity, find the Integrations section and check off BigMarker Webinars and Virtual Events.
From there, go back to BigMarker and check off all the timeline records you would like to create for your contacts. You can create timeline records of registration events, attendance events and watch recording events. This will all be viewable under each contact in Hubspot. When finished, click Save Setting.
Export to Custom Objects
If you want to export your registrants into a custom object instead of a list, you can do so in this section. Once you select an object, you'll have the option to automatically export new registrants, attendees and/or on-demand viewers. After that, you'll go through a process similar to the list export where you will map the BigMarker fields to your custom object properties.