This integration uses Email Address Attribution to add contacts to Everflow automatically after being added to HubSpot, as well as to update the "Lifecycle Stage" of a lead.
For more information about HubSpot - [Click Here]
A Step-By-Step Guide
Step #1a
Select an Offer that can be used to track HubSpot contacts through the email address attributed to the conversion:
Enable Direct Linking (under Tracking & Control)
Enable Email Ownership (under Attribution)
For more information about how to enable Email Ownership for an Offer - [Click Here]
Step #1b
Set up the Events in Everflow. We recommend tying Advertiser-level Events to the Offer.
Step #1c
Place the EF.click() and EF.conversion() scripts on the page to record the "Lead" event in Everflow.
Step #2
In Everflow, navigate to Control Center - Integrations > CRM > HubSpot. Click Add.
Click OK to open a login screen for your HubSpot account. Login.
Step #3
Select Target, and then either the Advertiser or Offer to be associated. We recommend selecting Advertiser, and tying Advertiser-level events with the integration. Save.
Reporting
Leads will be displayed in a Conversion Report by filtering for the Offer you set up in Step #1a.
Please note that due to the nature of the integration, reporting delays of 5-10 minutes are to be expected.
NEED HELP? OUR CUSTOMER SUCCESS TEAM IS HERE FOR YOU!
We've assembled a superstar team of industry veterans that are available around the clock to make sure that your issues are resolved and questions are answered. You can reach out any time in-platform via Chat or by emailing support@everflow.io.
