HubSpot integration
If you are looking for the HubSpot CS/Support integration, learn more here.
CommandBar’s analytics integration with HubSpot works in two directions:
- CommandBar —> HubSpot: send CommandBar-generated events to HubSpot
- HubSpot —> CommandBar: use lists built in HubSpot for Who targeting in CommandBar
Once configured, the integration will "just work" — no maintenance required. You will not need to make any code changes to handle new lists.
Configuring the HubSpot integration
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Navigate to Integrations, and click “Connect” on the HubSpot Analytics card.
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Click “Connect” and navigate to the HubSpot Integration
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Choose the HubSpot account you want to integrate with CommandBar.
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Once the connection is completed, you will be able to sync HubSpot
Lists
from HubSpot you’ve created as well as send CommandBar events to HubSpot. Here, you’ll also decide if you want to send CommandBar events to HubSpot.
How to use HubSpot lists in CommandBar
There are many ways to use HubSpot lists
in CommandBar, and we'll walk through a few!
Deploy a product tour to a specific list of users
If you want to target a product tour to a specific HubSpot list:
- From the Product Tours dashboard, click into a product tour or create a new one.
- Select the "Targeting" tab.
- In the
Audience
dropdown select “Custom”. - Click "Add condition", open the first dropdown, and choose "HubSpot List".
- Then choose the desired HubSpot list.
Deploy a checklist to a specific list of users
If you want to deploy a checklist to a specific HubSpot list:
- From the Checklist dashboard, click into a checklist or create a new one.
- Select the "Targeting" tab.
- In the
Audience
dropdown select “Custom”. - Click "Add condition", open the first dropdown, and choose "HubSpot List".
- Then choose the desired HubSpot list.