HubSpot Integration FAQs
The HubSpot Integration FAQs explain how to configure Tourial forms to block free email providers by selecting "Email (non-generic)," confirm that UTMs pass from embedded Tours to HubSpot when using standard embed code, clarify that Tourial forms do not auto-populate data from HubSpot contacts, instruct to disable CAPTCHA on HubSpot forms to appear in integration pick-lists while enabling it in Tourial, and note that HubSpot form submissions via Tourial appear as "unidentified form" due to API submission through Tourial servers, with a workaround involving disabling "non-HS form submissions" in HubSpot settings.
Lead Form FAQs
- 1.
We have our HubSpot form set to block free email providers. How do I set that in our Tourial form as well?
- On the email field, select "Email (non-generic)" from the Field Type dropdown menu. This uses the same list of blocked providers as HubSpot. There won't be an error message, so it's suggested to name that field something like "Work Email" or "Business Email" for clarity.
- 2.
Do UTMs pass through the Tourial form to HubSpot if a Tour is embedded on a page that has UTMs appended to the page URL?
- Yes, UTMs are passed down from the parent page to the embedded Tour if you are using the Tourial embed code and not a custom solution.
- 3.
Will forms auto-populate data if a contact is known in our HubSpot database?
- No, Tourial forms do not currently reference HubSpot databases to auto-populate a form. For example, if you have a short gate to access your Tour and then a separate demo form at the end or in the nav, that second form will not auto-populate the person's details from the first form.
- 4.
Why isn't my Hubspot form showing up in the pick-list when pulling in via the integration?
- Hubspot doesn't allow submissions to forms that have CAPTCHA turned on. You have to turn CAPTCHA OFF on the form, but you can enable CAPTCHA on the form within Tourial.
- 5.
Why are HubSpot form submissions showing up as "unidentified form"?
- A HubSpot form submitted through a tour may show up as "unidentified form" in HubSpot because the submission is being sent through the Tourial servers to HubSpot via an API, rather than directly to HubSpot. Because they are not direct submissions, such as a submission from a HubSpot form embedded on a webpage, they are considered "non-HubSpot forms" and labeled as "unidentified". This is a known occurrence within HubSpot. You can work around this by disabling "non-HS form submissions" within your HubSpot form settings. Doing so will prevent the Tourial-submitted HubSpot forms from coming through as unidentified. Please note, this is a universal setting. If you have other non-HubSpot forms that feed into HubSpot (e.g. Jotform, Google Form, etc), those submissions will be disabled. If the only non-HubSpot forms you are using are the ones in your tours, turning this setting off will prevent those lead submissions from being categorized as having come from an unidentified form.
Engagement Data FAQs
- 1.
How is Hubspot identifying the "known" contacts on ungated tours?
- HubSpot cookies are used. If the cookie has been identified, then it's a known contact; otherwise, the data is still tracked to that cookie for if/when that cookie becomes identified in the future. Typically, the process for converting an anonymous visitor to a known lead is through a form. Form submissions attach the HubSpot cookie to associate the cookie with the visitor.
- 2.
Can HubSpot forget a cookied visitor?
- This depends on the user's browser. If someone clears their cookies, they are no longer known until they identify themselves again.
- 3.
Can we set up an automation to gate a Tourial only when a contact is unknown? (i.e. - keep them ungated for known contacts and gated for unknown)
- Not at this time.
- 4.
If a website visitor declines cookies, will they still be known in HubSpot?
- If there is no HubSpot cookie, they cannot be tracked, so Tourial Engagement Data would not be sent to HubSpot.
- 5.
How often is Tourial Engagement Data sent to HubSpot?
- Data is sent to Hubspot with every session. There are many options to filter, create lists, or build workflows in Hubspot based on Engagement Data.
- 6.
Is Engagement Data retroactive for visitors that aren't currently in our HubSpot database?
- Activity does retroactively update a contact record if they were cookied and interacted with a tour prior to becoming identified. For example, if someone isn't known in HubSpot, but they're cookied and view a tour, and three days later they convert through a form submission and become a contact in HubSpot, the Tourial Engagement Data captured earlier will be visible on that contact record.
- 7.
How does the Tourial <> HubSpot form integration work?
- First, create a HubSpot form for your tour (this could be an existing form or a new one specific to your tours). Then, in the Tourial builder, after selecting Forms, connect your HubSpot form to Tourial and your form fields will import.
- 8.
So then Tourial has the ability to capture PII Information?
- PII (Personal Identifiable Information) is only stored for customers that create tours within the builder (because you create a Tourial account). As far as any lead data collected through a form in a tour, this info is collected and passed to HubSpot, and then HubSpot stores it. Tourial does not store that information.