This HubSpot integration is only available at the Growth Plan level. If it is something you would like to leverage within Chameleon, feel free to get in touch with us and we'll explore the different options together.
With our HubSpot integration, you can make Chameleon Experiences an integral part of your HubSpot growth stack. By connecting your HubSpot account, you will be able to:
Set HubSpot as a data destination: send Chameleon events to HubSpot (to help target and customize your campaigns).
Set HubSpot as a data source: Get your HubSpot Lists data into Chameleon (for targeting Experiences).
Open the HubSpot chat widget from a Chameleon Experience
You can configure the HubSpot integration from your Chameleon Dashboard.
Set HubSpot as a data destination
Configuring HubSpot as a data destination will allow you to send Chameleon events into your HubSpot account. These events include, but are not limited to:
Chameleon Tour Started
Chameleon Survey Completed
Chameleon Step Seen
Chameleon Button Clicked
To start sending Chameleon data to HubSpot, you just need to toggle on the "Send Chameleon data to HubSpot" option.
Once this is toggled on, Chameleon will leverage the HubSpot code snippet loaded on your product's pages to send events from the client-side to your HubSpot account. You can then review these events within HubSpot.
Note: So that Chameleon is able to send data, HubSpot must be installed in the page wherever the Chameleon event took place.
Example use case
Having Chameleon sending events to your HubSpot account can be great, for example, 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 learn more.
Set HubSpot as a data source
Configuring HubSpot as a data source will allow you to leverage your HubSpot Lists to target Chameleon Experiences.
Note: HubSpot Lists are dynamic groups of users within HubSpot that can change based on attribute and event conditions. You can, for example, define lists for new leads from a specific marketing announcement, enterprise trial accounts, etc. 🤓
To configure HubSpot, you will need to connect your account using OAuth. Then, you will be able to select which lists you'd like to leverage within Chameleon by syncing those. You can do this under "Sync with your HubSpot Lists".
Once you have a list synced, it will be displayed on a table from where you can review a group of data about it, namely:
When it was last imported.
How long it took to import.
How many members it contains.
The status of the import.
You are also able to manually sync your list, or stop syncing it altogether by removing it from Chameleon.
Now that you have synced your HubSpot lists, you will be able to leverage these within Chameleon to target Experiences. You can do so by using your HubSpot lists as a user segmentation filter:
This integration uses a "polling" method to check for list membership (roughly every 6 hours) and is more performant with fewer lists. For this reason, we encourage you to only sync the lists that you intend to leverage when targeting Chameleon Experiences.
How Hubspot user data is connected to Chameleon user data
The Hubspot lists that you sync with Chameleon can be used when building user Segments for your Chameleon experiences. When building your Segment, simply choose your Hubspot list, and whether to show the experience to users that are a member of that list, or users who are not a member of that list.
Chameleon will recognize members of your Hubspot lists by matching the email address of the users in the Hubspot list to the email that is sent to Chameleon for each user in your app (either via the Chameleon snippet, or via Segment).
Trigger the HubSpot chat widget
An interesting way to leverage your Chameleon Experiences to seamlessly connect with HubSpot is by triggering the chat widget directly from your Tours, Surveys, or Launchers.
By taking advantage of Chameleon's button actions to run a custom code script, you can call the HubSpot Conversations API to open the chat widget, by using the following code:
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.