About
Automatically generate and update contacts in HubSpot from every identified demo view.
How it works
- Once the customer is turning on the HubSpot Integration the new toggle "Generate Leads Directly From Demos" will be on.
- If the toggle is set to “on”, for every identified demo view we will generate a new contact on HubSpot associated with a Walnut data. In case this contact exists, we will update the existing contact.
See it in action
Important to note 📝
With what properties the new contact will be created?
- The new contact will be created with the following properties:
- Email address: email address of the demo viewer
- First Name: "Walnut"
- Last Name: "Demo Views"
- Original Source: "offline sources"
- Original Source Drill-Down 1: "INTEGRATION"
- Original Source Drill-Down 2: "Walnut"
- The new contact will be generated with demo data. Meaning, with custom properties on the contact and associated Walnut activity.
What happens if I have more than one email configured as a mandatory field to create a contact?
If additional fields are required to create a contact that are not ‘first name’ / ‘last name’ - we will not create this contact.