Articles in this section
Category / Section

Send Registration from Zuddl to HubSpot

Published:
15 mins read
Updated:


Prerequisite

Ensure you toggle on the  “Event invitation” email from the Communication menu for attendees. Without this enablement, registrants will not receive any event invitation.  

Event Invitation.png

Learn how to set up email communication for your event.

Learn how to set up email communication for your webinar


Sending registrants - event-level settings  

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.

Select custom activities (optional step)

 Refer to this doc to learn how to pass event activities from Zuddl to HubSpot

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.
    If you have added any hidden fields in your registration form, it also appears in the list of Zuddl fields to map.

  2. Choose a suitable contact field from the Contact fields dropdown.

    image.png

  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.

Mapping disclaimers

You can also map any disclaimers that you've added on your registration form to an appropriate Contact field as shown below.

Only disclaimers with checkbox enabled can be mapped. The field shows a boolean value ('True' or 'False') that corresponds to "accepted" or "rejected".

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.
      If you have added any hidden fields in your registration flow, you can select them.
    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.

image.png

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.

image.png

The integration also manages duplicate emails (contacts/ leads) in Salesforce, prioritizing leads/contacts with the latest ‘last activity.'


Viewing Registrants on HubSpot

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.


image.png


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.

image.png

Was this article useful?
Yes
No
Help us improve this page
Please provide feedback or comments
Comments (0)
Please  to leave a comment
Access denied
Access denied