HubSpot as a data source

Learn how to use HubSpot contact data to personalize Turtl Docs.

Maruša Barle avatar
Written by Maruša Barle
Updated over a week ago

Notes:

  • This feature is available if you have purchased the Personalization module and are on a Professional or Unlimited plan. Please get in touch with your renewals manager or account manager if you are interested.

  • The following solution requires automation permission in HubSpot, which is available in Marketing Hub Professional or Enterprise plan.

Data Sources are used to pull data from external systems into personalization forms and push these personalizations back into the CRM. Learn more about data sources here.

This article will explain how to configure your Hubspot integration to automate personalizations in the following steps:

Let’s start by looking at a basic use case, where a visitor submits a form on your landing page. This prompts the generation of a personalized Turtl Doc and this Doc gets sent to the person via email.

1. Request to enable Turtl API

Contact your Customer Success Manager or support@turtl.co to get the Turtl API enabled on your account.


2. Setup Turtl for automation

Navigate to your Hubspot integration in Turtl and confirm that it is working properly. Be sure that the correct Hubspot instance is connected.

Once this setup process is completed, you should be able to see Turtl Personalized Docs as a new type of custom object in your HubSpot account:


3. Prepare a Turtl Doc for personalization

3.1 Navigate to the Doc you’d like to set up for personalization. In this example, we will create a personalization form that has three tokens: firstName, lastName, and company. These tokens will be added to single-line fields. Click here for more information on personalization form fields.

For each personalization field, you will need to configure the ‘Prefill Value’ so that it is mapped to the Hubspot property you would like personalized in your Doc.

To do this, select the lightning icon next to the Prefill Value field:

Here you will be prompted to select the CRM to extract data from. Select Hubspot and then choose the Hubspot property to map to your personalization field. For example, I will map the First Name property to the firstName field, the Last name property to the lastName field, and the Company property to the company field:

Once the property is selected, it is recommended to add a contact Id from your Hubspot database to test that the property is successfully configured. Follow this article to learn more about how to extract the contact Id from Hubspot.

When the contact Id is added you will be able to see the property value appear in the field below:

Finally, select OK to save the changes.

3.2 Once both the personalization form and Doc are completed, publish your Doc and click the Share button.

Within the share options, select the API tab and note the automation URL.

Note: Each Doc has a unique automation URL. Follow this article to learn more about automation URLs.


4. Create a HubSpot workflow

4.1 In Hubspot, navigate to ‘Workflows’ and name your workflow. Click on ‘Set up triggers’ on the Actions tab.

In our example, we want to generate a personalization whenever a visitor submits a form on a landing page and send them a personalized email with this personalization.

To achieve this, check ‘Form submission’ from the list of triggers.

Select a Hubspot form created for this purpose, apply any additional filters, and save.

4.2 Add a new action and select ‘Personalize Turtl doc for contact v1.2’ (make sure you select the correct version)

Add the ‘Turtl Doc Automation URL’ from step 3.2 and save.

This will let HubSpot know which Doc to personalize for the person who submitted the form.

4.3. Add another action called ‘Copy property value’

In this action, you will copy any property, eg Document URL, Document Title, etc. of the object created in 4.2. (personalized Doc) to a contact that submitted the form mentioned in step 4.1.

In order to select and list all possible properties of the object created in 4.2. you will need to click on the ‘Property or value to copy from‘ field and in the "View properties or action outputs from:" dropdown select Action outputs.

You can repeat 4.3. step for each additional property you would like to copy to a contact.

4.4 Create a new contact property.

Group: We recommend you create a group for all Turtl-related properties.

Label: Make sure the label defines both which Document this is about (e.g. ‘Rethinking Digital Marketing Strategies’) as well as the property (e.g. ‘Document URL’), because in theory, you could have a similar workflow for 2 different master Documents, which should produce 2 different personalization properties.

Pick ‘Single-line’ text as Field type.

Create the new property and Save the action with this property.

Tip: Please refresh the page so this new property will appear in the next step as an option.

Note: You will need to create a new contact property for each property (Document URL, Document Cover Image URL, etc). copied over from the personalization object.

Think about which of these properties you will need when creating a personalized email (4.5) and pick those.

The action that follows is sending an email with a Personalized Turtl Doc to the user who submitted the form.

4.5 Create a new action ‘Send email’

You can select automated Hubspot email you created in advance or create a new email on the spot.

To include the Personalized Doc URL token in the email, select the ‘Personalize’ button and choose the property you created in step 4.4 from the ‘Contacts’ dropdown.

This token, for example, will insert the URL to the Personalized Turtl Doc created for this user. After you finish composing your email, make sure you review and save it.

This completes the workflow with our example.

#datasources


The personalization engine is protected by US patents.

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