Send Registration from Zuddl to HubSpot
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.
Sending registrants - event-level settings
An event-level integration is required to pass all event-specific user data captured by Zuddl to HubSpot.
- Inside the event/webinar settings, go to Integrations from the side navigation.
On the HubSpot card, click the Customize link on the Export card.
Select custom activities (optional step)
Custom contact field mapping
- 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. Choose a suitable contact field from the Contact fields dropdown.
- You can control the sync action for each field by choosing a Field update policy.
- Do not update: This option does not pass the Zuddl field value to the mapped HubSpot field.
- Always update: This option always passes the Zuddl field value to the mapped HubSpot field.
- 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.
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.
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. - 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
- 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.
- 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. - Similarly, choose a suitable HubSpot Contact fields.
- Select a Field update policy.
- Click Save. Similarly, add more fields as required using +Add field button.
- 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 on the booth name to directly go to the booth settings under Venue Setup.
Data sync
As shown below, the integration status changes to Active on the Export section once you turn on the integration.
Viewing Registrants on HubSpot
On your HubSpot account, go to Contacts > Contacts. Click on the view changer dropdown and select Marketing events.
In the screenshot below, a new event, "Acme Global Meet," has been added to the list of Marketing events.
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.