Integrating HubSpot with RELAYTO offers a seamless way to enhance your marketing and sales strategies. By leveraging this integration, you can gain deeper insights into visitor engagement, capture leads more effectively, and schedule meetings directly within your RELAYTO experience. This guide provides technical instructions and highlights the value of each feature. These integrations are available on the RELAYTO PRO TEAM plan and higher.
1. Get RELAYTO analytics inside HubSpot
Incorporate HubSpot's tracking script into your RELAYTO experience in order to monitor web analytics directly within HubSpot. This allows for a comprehensive understanding of user interactions with your content.
How to enable it?
- Contact Account Manager: To install the HubSpot tracking script, please reach out to your RELAYTO account manager.
- Plan Requirement: Available on the RELAYTO PRO TEAM plan.
2. Track Visitor Engagement
Enhanced Engagement Insights: Use RELAYTO’s personalized links or email gate to track individual visitor interactions in HubSpot. Visitor engagement data will be available in the HubSpot contact card. This helps understand user behavior and preferences, leading to more targeted marketing efforts.
.png)
How do you activate visitor tracking?
To activate visitor tracking, RELAYTO offers three mechanisms to identify visitors.
- Identification via personalized links
Personalized links are useful when you know whose engagement you would like to track. To do that, create a RELAYTO personalized link for your content experience and assign the contact's email that would be tracked. - Identification via RELAYTO email gates
When you want to collect leads for your content marketing campaign, you can enable RELAYTO email gates. To do that, enable the "Require email to view" option in the privacy settings. - Identification via Hubsport lead form
If you already have a lead form in Hubspot, you can show it on your RELAYTO experiences. To do that, copy your Hubspot code in the Custom HTML areas in your RELAYTO experience settings.
Implementation Steps
- Prerequisite: Have HubSpot Tracking Script installed
- Plan Requirement: Available on RELAYTO PRO TEAM plan.
3. Add the HubSpot Lead Capture Form
Efficient Lead Capture: Embed HubSpot’s lead capture forms in your RELAYTO experience to gather visitor information directly. This streamlines the lead generation process and integrates it seamlessly with your HubSpot CRM.
Implementation Steps
- Embedding Form: Choose the appropriate HubSpot lead capture form and embed it within your RELAYTO content.
- Prerequisite: Have the HubSpot Tracking Script installed.
- Plan Requirement: Available on the RELAYTO PRO TEAM plan.
4. Embed a HubSpot Booking Form
Simplified Scheduling: Embedding the HubSpot booking form in your RELAYTO content lets visitors schedule appointments or meetings easily. This enhances user experience and facilitates direct engagement.
.png)
Implementation Steps
- Embedding your Booking Form: Select the desired HubSpot booking form and integrate into your RELAYTO experience.
- Plan Requirement: Available on the RELAYTO PRO plan and higher.
For further assistance or customization, please contact your RELAYTO account manager. Leverage these features to maximize your marketing and sales effectiveness with the combined power of RELAYTO and HubSpot.