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3. Event-level Settings - Export Integration

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Previous step: Field mapping


An event-level integration is required to pass all event-specific user data captured by Zuddl to HubSpot.

  1. Inside the event/webinar settings, go to Integrations from the side navigation.
  2. On the HubSpot card, click the Customize link on the Export card.

  3. Under the Custom activities tab, toggle on the activities you want the integration to pass to your HubSpot account.
EventsWebinars

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custom act.png

If you've created registration flows for your event, the Registered activity response also shows the registration flow name. Learn how to design a registration flow.

Custom contact field mapping

Any new registrant in Zuddl is added as a contact in HubSpot (if not already in HubSpot). Under the Custom fields tab, you can map any custom registration fields to suitable contact fields in HubSpot.
Once you've used the sync option, this option does not show up again.
  1. Select a custom field in the Zuddl registration fields dropdown.
  2. Choose a suitable contact field from the Contact fields dropdown.

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  3. You can control the sync action for each field by choosing a Field update policy.
      1. Do not update: This option does not pass the Zuddl field value to the mapped HubSpot field.
      2. Always update: This option always passes the Zuddl field value to the mapped HubSpot field.
      3. Do not update if source is empty: If the Zuddl field value is empty, this option does not pass the value of the Zuddl field to the mapped HubSpot field.
      4. Only update if target is empty: If the HubSpot contact field value is empty, this option passes only the Zuddl field value.


        If you select the 'Do not update' option, the integration will not update the existing Contacts. The integration will still create new Contacts.
  4. To map more fields, click the + Add field button and follow the abovementioned steps. The integration allows passing the following registration fields as activities apart from the standard fields:

    • Ticket type: For a ticketed event, the ticket type appears in the registration activity in Hubspot Contact.
    • UTM Parameters: Urchin Tracking Module data (UTM Source, UTM Medium, UTM Campaign, UTM Term, UTM Content, and UTM Id)
    • Ip data (Ip City and Ip Country): Ip details
    • Attendee Type: This field is helpful for onsite events to distinguish between virtual and in-person attendance.
    The disabled field mappings are the org-level field mapped and shown here for reference.
  5. Click Save to save the integration settings for exporting registrant data.

Map lead capture fields

For In-person and hybrid events, you can map the fields you have created for the lead capture app under the Lead capture fields. The Zuddl lead capture app is used for in-person and hybrid events for capture leads details. Learn more about the lead capture app.
When you first set up your event-level integration, you can't switch to the Lead capture fields tab without saving the Registration fields mapping.
  1. Under the Lead capture fields tab, map the fields that you have configured for your lead capture app. Learn how to add fields to the lead capture app.
    1. Under the Lead capture fields dropdown, select the required Zuddl field to map.
    2. Similarly, choose a suitable HubSpot Contact fields.
    3. Select a Field update policy.
    4. Click Save. Similarly, add more fields as required using +Add field button.
    5. On the confirmation prompt, click Confirm. This saves the mapping, creates a marketing event in HubSpot with all event details, and passes all event data collected so far.
You can also click the Go to lead capture fields link to go to the Lead capture fields settings under Lead capture app menu.  Learn how to add fields to the lead capture app.

You can also click on the booth name to directly go to the booth settings under Venue Setup

Data sync

You can sync the time attendees spend on activities in your Zuddl event. Syncing the first time will sync all-time data. To do so, click the Sync button at the top, next to the integration toggle.
Ensure you use this option once you have mapped all relevant fields. Once you've used the sync option, it does not appear again.

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Ensure that both Zuddl and HubSpot object fields have compatible data types. You will lose the registration and activity data if you map fields with incorrect data types.

As shown below, the integration status changes to Active on the Export section once you turn on the integration.

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HubSpot settings

  1. Now, on your HubSpot account, go to Contacts > Contacts. Click on the view changer dropdown and select Marketing events.

    image.png


    In the screenshot below, a new event, "Acme Global Meet," has been added to the list of Marketing events.


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To view the event-level details, click on the event/webinar name. On the right side menu, the event/webinar details, such as the event/webinar name, organization name (Organizer), start and end time (HubSpot account timezone), number of registered users, and other details, get populated as shown in the screenshot below.

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View attendee activity

The integration passes on the event/webinar activities to your HubSpot account every 10 minutes during a live event/webinar.
To view the attendee activities
  1. On your HubSpot account, go to Contact > Contacts.image.png
  2. Click on a particular contact name to view the details
  3. Under the Activity tab, click Filter activity on the contact details page and select the Zuddl checkbox under Integrations. This action starts showing all the Zuddl activities in a particular format.

Each activity is shown as an individual record with the activity details in a particular format, as shown below:

zuddl act list.png




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