Tourial Product Documentation
  • 👋Welcome to Tourial!
    • Planning Tours with AI
    • Building Tours with AI
  • 🏁Best Practices & Launching
    • Tour Building Best Practices
    • Before you Launch Check-List
  • 🏗️Building
    • Interactive Tours
      • Record
        • Chrome Extension
          • Downloading the Chrome Extension
          • Troubleshooting
            • Full page screenshot not working
        • Importing Media
      • Edit
        • Interactive Tools
          • Advanced Features
        • Timed Tools
        • Video Trimming
      • Branding
      • Mobile-Optimization
      • HTML Demos (Experimental)
        • Chrome Extension (Capture)
        • Building & Editing
    • Tour Centers
      • Interactive Topics
      • Editing Styles
      • Navigation & Format
      • Supported Content in Tour Centers
        • Adding Google Slides to your Tour Center
      • Upfront Prompts
      • Mobile Optimization
  • 🌎Sharing
    • Embedding Demos
      • Embedding Interactive Demos
        • Lightbox Embed
        • Website Embed
      • Embedding Tour Centers
      • Updating your Embed Code when changes are made
    • Tour Link Sharing
    • Tour Center Link Sharing
    • Share Links
      • How to create a share link
  • GIF Generation
  • 🔢Analytics
    • Tour Analytics
    • Tour Center Analytics
  • ⚙️Admin & Settings
    • Inviting your team
    • Setting your Account Branding
    • Workspaces
      • Create & Add Users to a Workspace
    • User Management
    • White Label Your Account & Content
    • Tourial Forms
      • Form Fails
      • Hyperlinking in Tourial Forms
  • ➕Integrations
    • HubSpot
      • Instant Scheduling with HubSpot Scheduler
      • Tour Engagement Data
        • Slack Notifications with HubSpot
        • Triggering HubSpot Workflows
        • Pushing Engagement Data from HubSpot to SFDC
      • HubSpot Reporting Setup
      • TourPlayer Engagement Data
      • Lead Forms with HubSpot
      • How do I hide the chatbot?
      • How do I hide the Cookie Banner?
      • FAQs
    • Marketo
      • Lead Forms with Marketo
      • Engagement Data with Marketo
        • Slack Notifications with Marketo
        • Approving Marketo Custom Activities
      • Marketo Reporting Setup
    • Partners
      • G2
      • TrustRadius
    • Pardot
      • Lead Forms in Pardot
      • Engagement Data with Pardot
      • How to Create a Pardot Dashboard to Measure Tourial's Impact
    • Salesforce
      • Leads Forms in Salesforce
      • Engagement Data with Salesforce
        • Add Tourial Engagement to record's Lightning page
        • Add Tourial Engagement as Salesforce tab
        • Create an SFDC report using Engagement Data
      • How to Create a Salesforce Dashboard to Measure Tourial's Impact
    • Zapier
    • Calendly
    • Chili Piper
    • Cross-Frame Events
      • Tours
      • Tour Centers
    • Slack
  • Security
    • SSO (Single Sign-on)
    • Uptime Reports
    • Form Compliance
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On this page
  • Integrate with HubSpot
  • Adding HubSpot Meeting Links to your account
  • Adding a HubSpot meeting to your Tour Page
  • Adding a HubSpot meeting to your Tour Center
  • HubSpot Scheduling and Analytics

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  1. Integrations
  2. HubSpot

Instant Scheduling with HubSpot Scheduler

PreviousHubSpotNextTour Engagement Data

Last updated 1 month ago

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👉 👈

Integrate with HubSpot

If you haven't already connected your HubSpot account to Tourial, please .

You can add a HubSpot meeting event either directly to your Tour, or to your Tour Center. But first, you'll need to add the HubSpot Meeting Links you'd like available.

Adding HubSpot Meeting Links to your account

  1. Go to Integrations > HubSpot Manage Integration.

  2. Under Meeting Links click Add New.

  3. Name your meeting link and then paste the URL. Click Save.

Adding a HubSpot meeting to your Tour Page

  1. Open the Tour you want to add a HubSpot meeting to.

  2. Click on the settings icon ⚙️ and then toggle on a CTA button under the Navbar tab.

    Go to the On Click dropdown menu and select HubSpot Scheduler. Then, select the Meeting you want to serve using the HubSpot Meeting dropdown.

    Tip: Don't forget to style your CTA button if it's not already! ​

  3. Select Done. And then be sure to hit Save and Update Live Version. ​

To test, open your Tour Page using the URL and click your CTA button.

Now when someone clicks your CTA button in the navbar, they'll be served a calendar popup like below 👇

Adding a HubSpot meeting to your Tour Center

  1. Open the Tour Center you want to add a HubSpot Meeting to.

  2. Select Navigation in the left side menu and then select "On CTA Click" and click HubSpot Meeting in the On Click Drop Down

  3. Click Publish and you're done!

To test, open your Tour Center using the URL and click your CTA button.

Now when someone clicks your CTA button in the navbar, they'll be served a calendar popup like below 👇

*Note that when your tour or tour center is embedded on your website page, the scheduler may open in a separate tab. Tourial doesn’t control the size of the Hubspot Scheduler Modal, so in instances where the embedded Tourial content cannot fit the scheduling container modal, the scheduler will be triggered in a separate tab. In these instances, a booked Demo will not be counted in Tourial analytics and could also potentially impact contact engagement data delivery.

HubSpot Scheduling and Analytics

What's tracked with the HubSpot Scheduling Integration:

  • CTA Clicks

  • Conversions

Overview page:

  • Total conversions - Total sessions with a conversion (form submits or events scheduled)

Individual Tour analytics:

  • Conversion rate - Total sessions with a conversion (form submits or events scheduled) divided by total sessions

  • Click through rate - Total CTA clicks (external links, forms, and schedulers) divided by total sessions

  • CTA Clicks and Conversions within Tour Screen table - based on what screen a user is on when a CTA button is clicked (CTA clicks) or an event is scheduled (Conversions)

  • Conversion trends - Forms and schedulers opened/triggered vs. forms and schedulers submitted for a given time period distributed daily, weekly, or monthly

  • CTA Clicks - Tracked under Scheduler in yellow

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Take a Tour before Getting Started
see this article to set up the integration