With Chameleon's Hubspot integration, you can make Chameleon tours part of your Hubspot growth stack. To learn about Hubspot visit our integration page.
The Hubspot integration includes three components:
- Data Destination -- send Chameleon Experience data to Hubspot (to help target and personalize your sales and marketing campaigns)
- Data Source -- get Hubspot Marketing smart lists data into Chameleon (for targeting Experiences)
- Launcher Item -- open Hubspot Live Chat widget from a Chameleon Launcher. Read more here.
Hubspot as a Data Destination
You can send Chameleon events, such as the below, into your Hubspot account.
- Chameleon Tour Started
- Chameleon Survey Completed
- Chameleon Step Seen
- Chameleon Button Clicked
- See what data Chameleon collect here
This can be great to coordinate your in-product Experiences along with your emails. For example, you can send a follow-up email to someone who dismisses an Experience or more information to a user that opts-in to learning more.
To start sending Chameleon data to Hubspot simply toggle on the "Send Chameleon data to HubSpot" option.
This leverages the Hubspot code snippet loaded on your product's pages to send Chameleon events from the client-side (browser) to your Hubspot account. This means that the Hubspot code must be installed wherever the Chameleon event took place.
You can view this within Hubspot, as part of your events within Hubspot Marketing. This may be contingent on your Hubspot subscription.
You can also send data to Hubspot using webhooks. Learn more about that here.
Hubspot as a Data Source
You can leverage your user data within Hubspot to target Chameleon Experiences.
Do this by syncing your Hubspot smart lists, which are dynamic groups of users within Hubspot that can change based on attribute and event conditions.
For example, you could define lists such as:
- New leads from a recent marketing announcement
- Enterprise accounts in trial
- Inactive but recently viewed pricing page
Once you have connected Hubspot, your lists will appear within the Hubspot filter when creating or editing a target audience within the Chameleon Builder.
To get Hubspot lists into Chameleon (leveraging Hubspot as a Data Source) you have. to (1) OAuth to connect your Hubspot account to Chameleon and (2) select which lists to sync.
Once you have completed the OAuth flow, then you will see all the smart lists from your Hubspot account in the dropdown. If you don't see your lists, try searching for one. You can then save the lists to sync.
Once you have saved your lists here, you will see these available to you within the Chameleon Builder when creating a target audience:
This integration uses a "polling" method (every ~6 hours) to check for list membership, which means it's more performant with fewer lists. Therefore we encourage you to only sync the lists that you intend to leverage when targeting Chameleon Experiences.
You can also get data from Hubspot in real-time using webhooks. Learn more about that here.
The details outlined below refer to a soon-to-be deprecated version of the Hubspot integration. It will only be relevant if you have been using the existing Hubspot integration prior to 2021. We strongly encourage you to switch to the newer version of the integration (outlined above) which includes the following key benefits:
- More frequent syncing (every 6 hours, instead of every 24 hours)
- Clearer information about which lists have been synced and when
- Easier configuration and management, via the Chameleon dashboard
After 1 March 2021, we will automatically transition all remaining filters to use the new integration and remove this integration from the Chameleon product.
The Hubspot integration is very quick to setup - do so from within the Chameleon Editor, within the Integrations section. Simply hit "Connect to Hubspot".
This will launch the Hubspot OAuth flow and if you are not already logged-in, then you will have to do so.
Once you're logged in, if you have multiple accounts within Hubspot, you'll be asked to select which account to connect. Currently our integration only supports a single Hubspot account.
Once you complete this, you should then be redirected back to the page you left with the Chameleon Editor, and your integration will show as connected.
Once you have connected Hubspot, your lists will appear within the Hubspot filter when creating or editing a segment within the Chameleon Editor.
You can set up these segments using all the events and user attributes available within Intercom.
Note: Lists are updated on a daily basis, but you can manually update these by hitting the refresh icon adjacent to the Hubspot lists dropdown field, or from within the Integration view.
If you have any questions or issues please review how to best get help.