HubSpot (Beta)

Integrate Instruqt with your HubSpot instance and enable options to create and enrich already existent contacts with track play information.

This functionality is not available to all customers, please contact Instruqt support to enable it for you organization.

Overview

Learn how to easily connect HubSpot to Salesforce and configure options to enrich contacts with play data such as:

  • Which tracks the person has played

  • Time spent in each completed play

  • Feedback provided (including comments).

Enable the integration

Before enabling the integration you might want to create a service account in HubSpot, dedicated to this integration. Any interactions of the integration will be performed using an access grant by this user/account.

Enabling the connection between Instruqt and HubSpot is easy and requires only a few steps:

  1. Go to play.instruqt.com and navigate to the menu Settings > Integrations. ↳ The integrations page is displayed with the platforms enabled to your account.

  2. Inside the HubSpot section click on Connect. ↳ The integration configuration modal is displayed.

  3. Click again on Connect and select the desired account. ↳ A HubSpot authorization pop-up or tab is opened. You might be required to log-in.

  4. If this is the first time you connect to this HubSpot instance, the list of permissions required by the integrations is displayed. You need now to allow access to Instruqt via our subprocessor Paragon (check our subprocessor list for more information). Review the data displayed and click on Allow.

  5. If you are prompt with a message of Instruqt requesting access to the account, click on "Connect app" to proceed. ↳ The configuration modal on the Integrations page now displays the configuration of the workflows.

  6. Enable the first workflow Create Lead on Form Submission and select the Lead Status according to your preferences. Enabling this workflow is mandatory, but it won't duplicate entries in case there is already a Contact with the same email address, first name and last name. ↳ The configuration is saved automatically.

  7. Review all other workflows to match your preferences. ↳ The configuration is saved automatically.

  8. All set! You can now close the modal. It might take a few minutes before the integration is live.

Architecture

Overview

Paragon serves as a middleman that connects Instruqt's events and activities to a CRM system like HubSpot.

For each of the designated events enabled on our customers' HubSpot connection page, Instruqt prepares the necessary data and sends it to the Paragon APIs. Within the Paragon, our defined workflows activate and transform the provided data into the appropriate format for HubSpot. Finally, these workflows call HubSpot's internal APIs to complete the integration.

Scopes

To interact with HubSpot's internal objects through its API and for the Instruqt integration workflows that involve creating and manipulating custom properties and current records in HubSpot, the specified scopes are required. Both read and write permissions are sometimes required to check if objects already exist as well create new ones.

  • oauth

  • crm.lists.read

  • crm.lists.write

  • crm.objects.companies.read

  • crm.objects.companies.write

  • crm.objects.contacts.read

  • crm.objects.contacts.write

  • crm.objects.custom.read

  • crm.objects.custom.write

  • crm.objects.owners.read

  • crm.schemas.contacts.read

  • crm.schemas.custom.read

  • crm.pipelines.orders.write

  • tickets

  • e-commerce

Custom properties

Instruqt adds a custom property called Instruqt Tracks to the Contact HubSpot object. This property stores all the different tracks started by the respective contact. Details of the property can be find below:

Property label
Internal name
Field type

Instruqt Tracks

instruqt_tracks

Multiple checkboxes

Visualize the data on HubSpot

Display Instruqt information on Contacts

Out of the box the integration will send updates as notes in the contact, including:

  • Track started by the contact

  • Track completed by the contact, including time spent until completion

  • Track score feedback, if provided

  • Track written feedback, if provided

Instruqt activity notes

Adding an Instruqt Card to a Contact

It's also possible to display which tracks were initiated by a Contact in a card.

Instruqt tracks played by a contact displayed as a card

  1. In HubSpot go to the settings from top right corner.

  2. In the left menu, scroll down to the Data Management section, expand the Objects menu and click on Contacts.

  3. Open the tab Record Customization.

  4. Click on the desired team view. ↳ You should be now directed to the Contact Page / Layout editor.

  5. Decide where (in which column or section) you want to see the Instruqt data. Click on the respective button Add cards.

  6. Click now on Create card button.

  7. Select now Property list - This could be large or small depending on the location you have selected for the card. * Please note that you might be limited to adding property lists only to specific columns depending on the view (left or middle column in HubSpot default view).

  8. Fill in the Card title and Internal name as desired.

  9. In the properties, select Instruqt Tracks.

    Example of a card added to the left column

  10. Click on Save.

  11. And finally click on Save and exit on the top right.

All set, contacts will now display a Instruqt card containing all tracks started by the contact!

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