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Connect to HubSpot

Updated

About

Integrating with HubSpot enables you to seamlessly incorporate demo engagement data into your workflow, enriching your sales process with key insights.

Key features of this integration include:

  • Embedding HubSpot forms to capture demo engagement data directly with newly created leads.
  • Syncing demo engagement data with existing leads to ensure a comprehensive view of prospect interactions.
  • Get a 360-degree view of prospect interactions and interests.

Before you start

  • This feature is for Walnut admins.
  • Walnut admins need to have HubSpot read permissions for companies, contacts and deals, as well as write permissions for contacts.
  • The deals you see depend on the HubSpot user used for the authentication. Any deal available for this user will also become available for you in Walnut.
  • If you have access to a HubSpot Sandbox environment, you can authenticate that account as well. Walnut does not provide a Sandbox account for testing purposes.
  • Walnut uses a 3rd-party to enable the integration with HubSpot. Walnut may change and add new tools in the future. For more information, contact support@walnut.io.

Connect to Hubspot

Here's the workflow.

To connect Walnut to HubSpot:
  1. Navigate to Integrations>.
  2. Click Connect. A new screen opens.
  3. Open the Authenticate tab and click New Authentication.
     
  4. Give the authentication a name and click Create. A popup screen appears.
  5. Select the account you want to use. 
  6. Once you have confirmed the account, Walnut opens and you’ll see that the accounts are connected. Click Finish to complete the process.
  7. The Integrations page now shows the Configure button that indicates that the integration is complete. The Sync Demos to Deals and the Generate Contacts Directly From Demos toggles are set to ON as the default.

Activate Walnut notifications in HubSpot

In HubSpot, you need to verify that Walnut notifications are selected in the activity filters.

Here's the workflow.

To activate Walnut notifications in HubSpot:
  1. Navigate to Activities>Integrations and activate the checkbox Walnut.

 

 

Connect demos to Hubspot deals

Walnut’s all about flexibility. You can connect demo and engagement data to Hubspot deals manually for some demos, and have Walnut do the work for you for others! 

With the integration set up, it’s easy to:

  • track Walnut Data in HubSpot: View demos data & engagement per deal to get a full picture of your deal's progress.
  • place Demos in the Right Stage: Match your Walnut demos to your customer lifecycles, and direct sellers when to use each demo.
  • organize Your Demo Library: Locate your demo in your Walnut Demo Library by using your CRM data.

Here’s the automated workflow.

  1. When someone views a demo, the details show in Integrations>Demo insights. 
  2. Walnut automatically adds the new contact (see the section Add Walnut leads to Hubspot).
  3. Next Walnut locates the relevant deal and adds the demo and engagement data to it.

That’s it. Job done!

And here's the manual workflow.

To connect a HubSpot demo to a deal:
  1. Navigate to the library, select the template and click Create Demos.
  2. A new pane opens, click Create New Demo.
  3. At the next pane, complete the details.

    • Demo name (#1)
    • Demo goal: select from the dropdown (#2)
    • Opportunity: select from the dropdown (#3)
    • Upload an avatar (#4)
  4. Next, click Continue to Demo Preferences. For more on demo preferences, head over to the article Create demos part 5: publish & share demos.
  5. Done! You can now see the activity in HubSpot. Navigate to the deal,

For details on the insights demo and engagement insights, head over to the article Harness lead form insights-66.

Add Walnut leads to Hubspot 

Each time someone views a demo for the first time, Walnut automatically creates a contact in Hubspot and adds Walnut demo and engagement data. Nice! 

Before you start

  • For each new contact, Walnut creates a single contact with first name and last name. If there is more than one mandatory contact email, a second contact is not created.
  • Currently, Walnut does not support edits to Walnut properties added to contacts.
  • Once the toggle Generate leads directly from demos is ON, the automation applies to all demo views.

Of course, we've got a demo for you!

Here are the workflows.

To add / update contacts in Walnut with demo and engagement data:
  1. If you already have an integration, you need to reauthenticate it. If you’ve just set up the integration, go to step 3.
  2. Navigate to Integrations>Authentication. This sets the Generate leads directly from demos toggle to ON. Now for each new viewer, Walnut generates a contact in Hubspot (or updates an existing one). 
  3. Navigate to Hubspot>Contacts and you’ll see demo, session and engagement data for both new and existing contacts.
To view properties added to contacts in Walnut:
  1. Navigate to Hubspot>Contacts>specific contact.
  2. Click Actions and select View all properties. This opens a new screen.
  3. Scroll down to see the Walnut properties added to the contact.

Create new HubSpot deals

You create new deals in HubSpot, not in Walnut. Head over to the HubSpot knowledge base and see the article Create forms (https://knowledge.hubspot.com/forms/create-forms).

Embed a HubSpot lead form

Now Walnut and Hubspot are synced, you can embed lead forms into your demos. For more, head over to the article Embed lead forms in demos-46.

Disable the Walnut-HubSpot integration

Here's the workflow.

To disable the HubSpot integration:

Navigate to Integrations and set the HubSpot Configure toggles to OFF.


Walnut-HubSpot API calls

Walnut makes API calls to HubSpot whenever:

  • you search for a deal when you create a demo: {{Calls made: Search deal}}.
  • you select a deal when you create a demo: Get HubSpot owner, Get deal stage, Get deal associations, Get company}}.
  • users view a connected demo: {{Calls made: Create task, Associate task with deal}}.

Walnut processes these datapoints:

  • Deal ID
  • Deal name
  • Deal stage
  • Deal owner
  • Inserted at
  • Updated at 

NOTE:  We will notify you if the API access is disabled.

IMPORTANT: Walnut does not match or attempt to associate sessions with non-work email domains and other conditions. For example, if a demo viewer uses an email address such as 'name@gmail.com,' our algorithm does not match these sessions to HubSpot.

These include:

  • Non-work email addresses
  • Internal email addresses
  • Bounced sessions
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