Simple participant management thanks to HubSpot integration

What exactly does Hubspot CRM do?

CRM stands for Customer Relationship Management. CRM software helps companies to manage customer relationships.

CRM software can be used to record interactions, data and notes about your customers or interested parties. All data is stored in a central database and can be accessed by several employees within an organization.

With the help of CRM integration, different departments such as sales, marketing, customer service, accounting and management can be optimized for growing companies.

For example, when customers leave their contact information on your website via a form (e.g. to request a demo), they are imported into the CRM.

After sales reps have contacted prospects, they can update their data with information from the conversation and research. The marketing team can use this data to quickly determine how best to respond to each customer's needs.

Some of these steps are recorded automatically, while other data is entered manually. When everything is accessible in one system, there is less confusion and tedious paperwork, and communication is accelerated.

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What are the advantages of STREAMBOXY - Hubspot integration?

HubSpot is a company that develops and markets an all-in-one platform for inbound marketing, sales, CRM and customer service. If you use HubSpot as a marketing automation tool, the STREAMBOXY-HubSpot integration adds events to HubSpot.

The STREAMBOXY-HubSpot integration currently offers the following functions:

• Synchronize event registrations from HubSpot to STREAMBOXY
• Write back the presence status from STREAMBOXY to HubSpot

HubSpot is the central point for registration and participant communication with automated and customizable notifications. STREAMBOXY, on the other hand, is the home for your unique event, which can be completely customized. Thanks to participant management software , you can save time and improve data quality.

What are the requirements for integration?

• Existing licensed HubSpot environment
  
• STREAMBOXY Subscription

The basis for all interactions between STREAMBOXY and HubSpot is the setup and configuration - here is a brief overview: 

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HubSpot integration - how it works

The integration of HubSpot into STREAMBOXY takes place in the STREAMBOXY Backstage and is activated there with just a few self-explanatory clicks. Here we briefly describe the individual steps of the integration. All details on the integration and configuration of HubSpot can be found in our service portal.

Activation of HubSpot CRM in the STREAMBOXY Backstage

You can select and configure your desired integration under "Integrations" in your Tenant settings.

To activate the integration, you must first connect HubSpot. This is done by logging in to HubSpot with your existing account and granting authorizations for the STREAMBOXY-HubSpot integration.

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STREAMBOXY is then connected to HubSpot. You can now choose how you want to use the integration.

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Synchronization of HubSpot with STREAMBOXY event

Synchronizing HubSpot and STREAMBOXY is done in a few simple steps:

1. To synchronize participants in participant management, a list must first be created in HubSpot in which all participants can then be found.
2. Event creation in the STREAMBOXY Backstage
3. Insert the HubSpot list into the event via the user-defined properties. By entering the name of the list, it is linked to the STREAMBOXY event.

The STREAMBOXY-HubSpot integration synchronizes various parameters between STREAMBOXY and HubSpot.

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Once HubSpot has been connected to STREAMBOXY, you can select the various synchronization functions to be activated.

• Creating HubSpot marketing events for STREAMBOXY events
  HubSpot marketing events are linked to STREAMBOXY events. The participants in the HubSpot list are created synchronously in STREAMBOXY as event participants and added to the event.

• Updating HubSpot marketing events with STREAMBOXY Attendance status
  After a session or event has ended, the attendance options of the participants are registered in HubSpot and transferred to the HubSpot marketing event.
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• Create HubSpot "Contact Timeline Event" with attendance status
  Once a session or event has ended, the attendance status of the respective participants can be viewed. The statuses are "registered" and "attended". By viewing the attendance data of participants, you can use HubSpot for more targeted communication.
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For each of the three points, we have a detailed documentation article that describes the settings and configuration options of HubSpot.

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