Tourial HubSpot Integrations
There are 3 Core Integrations with Tourial and HubSpot.
- 1.Lead Forms
- 2.Engagement Data
For all 3 of these you will need to begin by setting up the connection between Tourial and HubSpot.
As marketers, we know how valuable Tourial engagement data is when it's stitched together with contextual information about leads and prospects within your marketing automation platform (MAP).
🚨 IMPORTANT NOTE: A required step with the integration involves setting up a CNAME record in your DNS so that your demos can be white-labeled (ie. demos.yourcompany.com). This typically involves a developer, IT, or web admin, so we recommend putting in the ticket now. That way you can knock out the necessary steps synchronously and go live quicker. Here's a link to the information around DNS and CNAME setup.
Setting up the HubSpot integration is a quick and easy process. The first steps will be completed in your Tourial app and the remainder involves configuration with your domain provider.
Once you've successfully connected your HubSpot account, you'll be redirected back to the Integrations page in the Tourial app.
In the section labeled Engagement Activity, you'll see a dropdown menu to turn Engagement Activity on or off.
To ensure Tourial engagement data is captured and sent to HubSpot, select Engagement Activity ON.
Note: Turning this off will disable all Engagement Activities being captured and sent to HubSpot.
🛑 You must be an admin in your account to complete this step.
To use the Hubspot Integration, you'll need to serve your Tourials from your own domain rather than the Tourial domain.
First, you need to decide what you'd like your custom subdomain to be.
For example, tours.yourcompany.com or tourial.yourcompany.com
This subdomain can only be used for your Tourials and should not be used for anything else.
Note: Visitors will not interact with the subdomain itself; creating it simply allows you to serve the tour from your domain rather than Tourial's domain.
In the Tourial app, click on the user icon in the upper right-hand corner of your screen and head to Domain Setup.
Once there, you'll see a field where you can enter your subdomain; note that you do not need to include "https://" or "www"
Note: Your CNAME record will point to [youraccount].tourialdns.com
Once you've determined a subdomain, you'll need to log in to your domain provider and point a CNAME record for your chosen subdomain to [youraccountname].tourialdns.com.
For example, a CNAME record for the account, Acme (acme.com), where they've chosen the subdomain to be "tours" would be:
Setting up a CNAME record works a little differently depending on your hosting provider (GoDaddy, HostGator, etc.). Below are guides for some common providers:
This part of the integration pushes activity data from visitors' engagement with your Tourials into your HubSpot account.
🚨 IMPORTANT NOTE: To ensure you're seeing Engagement Activity on a contact record, head to the Filter activity section on a contact record and select Tourial under Integrations:
Once data funnels into HubSpot, it'll be tied to a contact record if that contact is already known and exists within HubSpot.
Engagement Data also works for anonymous visitors or people who are not yet contacts in your HubSpot account. Once that visitor converts — either by submitting a form, clicking a tagged email, etc. — their historical Tourial engagement data is retroactively pulled into HubSpot (assuming those HubSpot cookies have remained and that visitor did not clear their cookies).
🚨 IMPORTANT NOTE: Be sure you have your HubSpot tracking script added to your website so that visitor tour engagement can be linked to any website forms outside your tour.
Last modified 19d ago