In this post, we explain how custom events can be set up in HubSpot for more detailed information on consumer activity.
For this integration to be successful, you will require:
Admin privileges on HubSpot
Same user email access on both Cleverstory and HubSpot
This article will guide you on:
Setting up Events on HubSpot
Deriving the tracking id
Adding the Tracking ID in Paperflite
Note: Custom events on Hubspot can be created only by Enterprise access users.
Setting up events on HubSpot
To set up events on HubSpot, log in to your HubSpot account and head to Reports > Analytics Tools.
> You should be able to see the *Custom Behavioral Event tab.
> Now click on Create Event.
*Custom Behavioral Event - Helps you create custom events to track specific visitor activities on your website or app. You can then personalize your marketing efforts based on their actions and track the performance of these events over time.
Keep your eyes peeled, because the next step can be a little tricky!
> Once you click on Create an Event, from the two options available, choose Code Wizard.
> You will be directed to the tab to create Events.
> The event that needs to be created is the Asset and Collection viewed event. Choose the associated object as Contacts.
Note: Paperflite only supports Contacts under the Associated objects.
> To get the engagement data for each of the created events, the respective event *Properties have to be created.
*Properties are created for us to record all the interactions on the Paperflite assets and collections.
> To create these event Properties, choose Custom String Property.
> Once you click the option, you will see a pop-up where you can add the corresponding Properties under each event.
> Below are the respective Properties to be created:
> To organise your data into Collection view and Asset View events, head to the Custom Enumeration property.
> Create a property as type.
> Under Enumeration Form, add the Label and Internal Value as below:
> After we are done adding the Properties, you can click on next and it will take you to the tab in which you set up tracking IDs. To populate data on HubSpot, choose Send data to HubSpot.
> Once done, click on Create and your event will be created with a unique Tracking ID.
2. Deriving the tracking ID
> Once you create events, they should appear like in the screenshot below.
> Now to copy the tracking ID obtained from HubSpot, head to Custom Behavioural Event and click on the custom events created by you.
> On the top left corner, under the event name and against the Internal name, the tracking ID will be present.
3. Adding the tracking ID within Paperflite
> Login to the Paperflite platform > Settings > Integrations > HubSpot.
Note: Please ensure you have integrated your Hubspot account with Paperflite. If you haven’t integrated it, click here to see how to do it.
> Copy the tracking ID for the event from HubSpot and paste it alongside the Event Key option on Paperflite.
> Hit Save Changes.
Here’s how your event activity would be displayed when a custom behavioral event is triggered. You can find this information under each respective contact in the Contacts tab.
Voilaa! You’re all sorted with setting up custom events in Hubspot.
Still have queries? Send them to us at firstname.lastname@example.org, and we'll be glad to assist.