If you've added a lead form into your Walnut demo, anytime a lead is created from it, you will be able to find the information in HubSpot!
Remember: You do not need HubSpot and Walnut to be integrated to simply embed the form. However, to benefit from the enriched demo data, you do need to complete the integration. Find out how here.
Locate Demo Data in Hubspot
Begin by logging into your HubSpot account. Then find the form you've placed in your demo.
Once a lead submits the form in your demo, insights will be added to your HubSpot contact page in the following two ways:
Under Activities, there will be a new Walnut section. This houses the enriched demo and engagement data.
Within that contact page, then scroll down to view all properties.
You'll then see a property called Walnut Demo that provides data from the demo session, specific to that contact.
The new properties recorded include:
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Walnut AVG Completion rate across all demos (%) - the average completion rate of all demo views associated with this lead
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Walnut AVG time spent across all demos (integer) - the time spent of all demo views associated with this lead
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Walnut latest demo completion rate (%) - the completion rate of the latest demo visit
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Walnut latest demo play (timestamp) - the last time this lead has seen a demo
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Walnut total demo views (integer) - every time the identified lead is viewing a Walnut demo we are adding this to the count
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Walnut last demo view (timestamp) - the last date + time this lead has viewed a Walnut demo
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Walnut last demo name view (string) - the last demo name the identified lead has seen
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Walnut List of all demos seen (text) - list of all demo names that the lead has seen
You can also access this enriched data by locating the contact directly from the Submissions tab of the forms section.
The enriched demo data recorded through this integration includes: demo name, demo ID, template name, and template ID.
The enriched engagement data recorded through this integration includes: session length, session started, session ended, completion rate, guides completion rate, viewed screens, viewed sections, viewed guides, CTA clicked.
<script> (function (jQuery) { window.addEventListener('message', event => { if(event.data.type === 'hsFormCallback' && event.data.eventName === 'onFormReady') { const [_,search] = parent.parent.document.referrer.split('?') const searchParams = new URLSearchParams(search); searchParams.forEach((value, key) => document.querySelector(`input[name=${key}]`).value = value); } }); })(jQuery) </script>
Important To Note 📝
- The enriched demo data will appear in your HubSpot account two hours after your demo with the lead form was viewed.
- If your HubSpot form is linked to different tools like ChillyPiper or Clearbit, you can also connect these tools to the form in the demo. Simply include the necessary scripts along with HubSpot's embed code using the Walnut editor.
- Make sure you carefully read the integration guide for each tool you're adding with HubSpot. Some tools might need you to load the script before or after HubSpot, or set them up with the right HubSpot ID, just as examples.