Integrating Gradual with Hubspot

Gradual can integrate with Hubspot in a variety of ways - you can send information to Hubspot from Gradual, and vice versa. 

There are four Hubspot integrations that can be enabled in your dashboard:

Hubspot Timeline Events and Profile Info Mapping

This is the core integration between Gradual and Husbpot, allowing you to send information from Gradual into Hubspot (Gradual —> Hubspot). The timeline event integration is uni-directional meaning information can only be sent FROM Gradual TO Hubspot. The timeline event integration has two parts:

1. Timeline events: This is the core of the integration. Any "transactional" action a user takes on Gradual can be sent to Hubspot as a timeline event. This includes, but is not limited to; new user sign-up, profile completion, event registration, event attendance, etc.

The full list of available timeline events can be found in the Gradual Dashboard as you configure the integration or in the detailed documentation here.

2. Profile information mapping: All of the onboarding questions can be mapped to specific fields you choose in Gradual. This includes any of the profile questions outside of the standard sign-up questions like first name, last name, email, etc. To set this up, simply complete the connection to your Hubspot account and then complete your mapping.

Mapping timeline event data to Hubspot

In addition to the profile information mapping, any data contained in the payloads of the Hubspot timeline events can also be mapped to fields in Hubspot on a contact record. To enable this mapping, simply ensure you have a field in Hubspot that matches the Gradual "Mappable Name" in our documentation (e.g. gradual_user_type) and the integration will automatically populate information from the timeline event into that field.

For the full list of events and payloads, consult the detailed documentation here.

Reporting on timeline event data

The data contained within the timeline event payloads is not available to view within reports, however, it can be used to generate lists and filters. To view payload data in Hubspot reports, it first needs to be mapped to a custom field on the contact record.

Hubspot Inbound Webhooks

Send event registrations from Hubspot to Gradual (Hubspot —> Gradual) using Hubspot's outbound webhooks. These are most commonly available in workflows in Hubspot and allow you to send event registrations to Gradual should you want to use a native Hubspot form instead of a Gradual event page.

Learn more about capturing registrations on your webpage through a Hubspot form, mapped to Gradual, from this resource. 

Hubspot Chat

On the homepage, you can embed Hubspot chat so that when a user clicks the "help" button in the left-hand menu it launches the Hubspot chat.

Hubspot Tracking

Gradual supports Hubspot's native page view tracking directly. Simply connect your instance to this integration on the Gradual dashboard and then Gradual will trigger Hubspot's native "track" actions whenever they would be triggered on another page (e.g. upon a form fill). This is great to see specific page views for users or new user sign-up journeys.

To learn more about how to connect your Hubspot account and sync data from Gradual to Hubspot, and vice versa, reference this resource. 

Here is a video walking you through how to integrate with Hubspot: