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
Powered by GitBook
On this page
  • Success! 🎉 Confirm the connection by sending a test lead through the form to make sure it goes through to your HubSpot account!
  • FAQs

Was this helpful?

  1. Integrations
  2. HubSpot

Lead Forms with HubSpot

PreviousTourPlayer Engagement DataNextHow do I hide the chatbot?

Last updated 1 month ago

Was this helpful?

👉 👈

For this, you will need to have a HubSpot form created already to map your Tourial form leads into your account. It can be a custom form dedicated to Tourial (ie. Tourial - HubSpot Form) or one you're already using (ie. Book a Demo)

If you're not sure how to create a HubSpot form, check out .

1. In the Tourial studio, select Forms, then Create a new form

2. At the top, add a form name

3. Below, there are several options to add or edit fields, and style your form. First, click Content to connect your HubSpot form

4. You can add a headline and description text. Select Integration, then Import fields

5. Choose HubSpot for the integration and select a form, then Import Fields

If you have hidden UTM fields in your form, you'll be able to map these as well. Select Hidden from the dropdown and then pick the corresponding UTM parameter

Note: Make sure the number of fields in your Tourial form matches the fields in your HubSpot form, otherwise you'll potentially send empty data or the integration will fail.

6. Style your form as you wish by using the remaining form settings

7. If you choose to show the confirmation modal, you can edit and style it under the Confirmation tab

8. Save your form

When you want to add this form to your Tourial, you'll open the tour in the builder.

1. Select the page you want to add a form to and click Form

2. Choose your form from the dropdown menu and then toggle on Add form

Note: If you're adding this form to the beginning of your tour or somewhere in the middle, checkmark the Gated box. This prevents viewers from proceeding with the tour unless they complete the form.

Success! 🎉 Confirm the connection by sending a test lead through the form to make sure it goes through to your HubSpot account!


FAQs

  1. We have our HubSpot form set to block free email providers. How do I set that in our Tourial form as well?

    1. On the email field, be sure to 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, however, so we suggest naming that field something like "Work Email" or "Business Email" so it's clear.

  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?

    1. Yes, UTMs are passed down from the parent page to the embedded Tour if you are using our Tourial embed code and not something custom.

  3. Will forms auto-populate data if a contact is known in our HubSpot database?

    1. 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 form showing up in the list?

    1. Hubspot doesn't allow us to submit 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. See screenshot below for where to turn off CAPTCHA in HubSpot

➕
Take a Tour before Getting Started
this HubSpot Article