Install the HubSpot integration
Log into your Humanitix account that owns the events you want to sync;
Navigate to account > advanced on the top menu bar
Select HubSpot
Click Connect to HubSpot
Follow the prompts to login to Hubspot and choose the account you want to sync
Hubspot will only sync events created under the account (email address) in Humanitix where the connection is enabled. Events shared via permissions will not be synced.
Once the connection is successful use the settings page to sync All or Selected Events. When selecting All, any new and existing events you create in Humanitix will sync automatically. You can also decide whether your existing contacts in HubSpot should update with the default data coming from Humanitix, which includes Full Name and Mobile.
To sync each ticket holder to HubSpot, you will need to collect unique data on each ticket using checkout questions applied per ticket, including:
Full Name
Email
Mobile (optional)
By default, only the buyers details will be synced.
Only full name, email and mobile are synced to your HubSpot contacts.
Any additional custom checkout questions will not be synced.
How does the Hubspot integration sync attendee data?
Here’s what happens in HubSpot after you've enabled the integration:
Dynamic contact properties
A new contact properties group named Humanitix will be automatically created, including three new properties: Last Registered Event Name, Last Registered Event Date and Marketing Opt-in. When a contact registers for a new event, these fields will be updated automatically.
Timeline event updates
When someone registers for an event you've synced to HubSpot, you'll see a Humanitix registration event on that contact's timeline. If the person registering for the event is not a contact, a new one will be automatically created for you.
Every time someone cancels their registration for your event, you'll see a Humanitix cancellation event on that contact's timeline.
Every time someone attends an event for which they've registered, you'll see a Humanitix attendance event on that contact's timeline (this requires that you check-in attending users via Humanitix).
Marketing event aggregated overview (BETA)
Each Humanitix event with a different start/end date will be synced as a marketing event on HubSpot.
By filtering the table and switching the columns, you can easily view the attendance status of all your events at a glance, such as:
Registrations
Attendees
Cancellations
No-shows
Segment Humanitix attendee data in Hubspot
Once you've enabled the Humanitix integration with HubSpot, new segmentation options will appear in your lists and workflows. You can now segment on the following HubSpot contact properties under the group called “Humanitix”:
Last registered event
Last registered event date
Marketing Opt-in
You will also see the following options for segmenting in your list based on marketing event properties:
Registered for marketing event
Attended marketing event
Cancelled marketing event registration
Some example lists you can create are:
Event registrants: Registered for marketing event | Event Name | is equal to | [enter your event name]
Event attendees: Attended marketing event | Event Name | is equal to | [enter your event name]
Contacts who have registered for an event in the past month: Contact property | Last Registered Event Date | is less than | 4 weeks ago
Once you've created your lists, you can use them to send one-off email blasts or as enrolment triggers in a workflow to send automated emails to your different segments to remind them of the event or follow up afterwards. You can also use workflows to send follow-up emails after the event.
You can also set rules based on Humanitix properties in manual lead scoring.
