In this post we will outline the steps needed for Hubspot Integration with Evalinator.
Hubspot is the leading enterprise grade, all-in-one marketing automation & CRM tool. It has exceptional lead scoring and nurturing management capabilities. These capabilities are nicely complimented by Evalinator which enables you to connect the efforts of the marketing team (lead generation & email list building), with sales efforts (sales followups, qualification and final conversion). This is much different from a typical marketing “quiz” which is only intended as a list building mechanism.
Briefly, Evalinator is a tool to create your own interactive assessments and bridge this chasm between sales and marketing.
Assessments created using Evalinator carry the context of your prospect beyond that first interaction, and deep into your sales life cycle. You may have heard business professionals call these assessments as “maturity models”. They are perfect for those who rely on their expertise in order to sell their services and products using a consultative style. That’s because customers always like to know how they are doing, and what they can do to improve their situation. If you are a coach or consultant, Evalinator is for you. This includes most professional services firms (technical experts, data and analytics gurus, digital transformation consultants, customer experience and marketing consultants etc) and most coaches who rely on initial, free discovery calls to engage clients (life coaches, career coaches, etc.)
You can turbo charge your Hubspot investment by using Evalinator. It will help you build exceptional context into your nurturing flows set up in Hubspot.
- Improve lead generation and how you qualify & nurture leads
- Personalize sales interactions with prospects
- Focus on “customer” goals and needs, not just your product
- Dramatically reduce your content creation efforts – Evalinator generates those ideas naturally
Once you have your assessment on Evalinator (you can get started here), Hubspot integration is very simple. We lay it all out here for you step by step. All you will need to do is to authorize Evalinator to send the contacts you receive on Evalinator straight to Hubspot so you can begin your email marketing sequence.
Step 1: Create one custom contact property for Hubspot Integration
This custom field will tell you that a new contact has come in from Evalinator. Using this field, you can then set up dynamic lists (active lists) in Hubspot and engage with respondents through appropriate email nurturing flows. Click on contacts:
Then click on Edit Properties on the right.
Then set up a field called “Integration Source“. Make sure that the internal name is “integration_source“. Evalinator will populate this field with the value “Evalinator” when it sends a new contact to Hubspot. Choose the group for this new property as “Contact Information“.
On the next page, you can just set the field type as “single line text“, accept the other default values, and click “Create”.
That’s it! Most of the “doing” is over.
Step 2: Now Authorize Hubspot.
Log on to Evalinator and click on “Manage Profile” on the top.
Next, scroll down to the “Email Provider or CRM settings”.
Choose Hubspot from the drop down, and click on “Show Settings“. You will see the “Integration Source” field that you created before.
Important: If you have not created the custom field already, please go ahead and do it now. That’s because during the authorization process, Evalinator will attempt to create a sample contact in Hubspot. And it will fail if the custom property has not been set up.
Once you click “Authorize Evalinator”, you will redirected to your Hubspot login screen.
Use the login mechanism you use generally. You will see your Hubspot account and application listed. Please click your application, and then click “Authorize”. If everything goes well, you will see the Confirmation screen from Evalinator.
Just to make sure, log back into your Hubspot account, and check the list of contacts. You should see a sample Evalinator contact created for you.
And that’s all! Your Hubspot instance has been integrated with Evalinator. Every time a new respondent takes your assessment, we will send that contact over to Hubspot for you to nurture then as you see appropriate. If a contact already exists in Hubspot, it will not be recreated so you don’t have to worry!
Quick note on GDPR Compliance
If you currently have a process in Hubspot to manage GDPR regulations, then you can easily include Evalinator in it. Compliance is easy. Just log on to Evalinator, and let us know which contact to remove. We’ll keep the aggregated data and summary statistics the same, but enable you to comply with the regulations.
Good luck with your lead generation and customer engagement. For any questions, please get in touch with us. Please read our guide on improving the effectiveness of sales follow ups.
If this approach sounds reasonable to you, then there is nothing better than testing it out! Get started for free and craft your first assessment. We are here to help you be successful.