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
  • Creating a Tourial-based workflow trigger
  • Check out some of the ways workflows could be used leveraging Tourial engagement data 👇

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  1. Integrations
  2. HubSpot
  3. Tour Engagement Data

Triggering HubSpot Workflows

PreviousSlack Notifications with HubSpotNextPushing Engagement Data from HubSpot to SFDC

Last updated 1 year ago

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First thing's first: Make sure you've already before you try to build a HubSpot workflow.

Creating a Tourial-based workflow trigger

  1. In your HubSpot account, create a new workflow and select "Set up triggers"

  2. Scroll down to Tourial: Tourial View Timeline Event ​ ​

  3. Next, you'll see a list of available engagement data you can use

  4. Depending on your needs, we might suggest using Tourial: Name in addition to Tourial: Time Spent (Seconds) so that you're only including those who actually spent some time viewing your Tourial in your workflow. But you can use whichever identifier makes sense (forms submitted, last Tourial viewed, etc.)

  5. Copy the name of your Tourial from your Tourial account and then paste it under "equal to any of" (if there are multiple Tourials you'd like to use, you can continue adding Tourial names in this field). ​

    Note: You can then add any other AND/OR filters to your trigger

  6. Once your triggers are all set, continue adding steps to your workflow as needed!

Check out some of the ways workflows could be used leveraging Tourial engagement data 👇

  • Add people that view your Tourial to a HubSpot campaign to continue nurturing them with additional resources

  • Tag people that have viewed your Tourial and/or add them to a list

  • Add visitors that aren't already customers to a Salesforce campaign or create a Salesforce task so your sales team can follow up

  • Send a Slack notification to a channel or user when someone views your Tourial

  • Add visitors to an ad audience for retargeting

  • Update a visitor's lead status or use your lead scoring model to give them additional points

➕
connected HubSpot to your Tourial account