HubSpot Integration: Usage Guide

Showell in HubSpot: Streamline your content management and Sharing process.

HubSpot Integration

The Showell to HubSpot integration offers several valuable benefits, including the ability to:

• Send Showell shares directly from a HubSpot contact.
• Access analytics data to see contact activity, directly from the HubSpot contact profile.
• Automatically add visitors of the share link (digital sales room) as new contacts in HubSpot.
  • HubSpot's Auto-association feature automatically links new contacts to their corresponding companies in your HubSpot database, streamlining your contact management process.

• Additionally - HubSpot's automation features enhance your workflow. For instance, if a contact engages with a Showell share, you can set up automated actions based on this activity.

How to use Showell in HubSpot

When Showell is integrated with HubSpot, any visitors to a Share link (Digital Sales Room) will be automatically added as new contacts in your HubSpot CRM. This feature enhances your ability to monitor and track their activity seamlessly. Additionally, you can easily create a new Share directly from your HubSpot CRM, streamlining your workflow.

1. Showell Contact Card

The 'Showell contact card' is used to quickly share materials to your contact.

The Showell Contact Card can be found on the right-hand side of each contact's profile. Depending on your setup or default layout, this may at first be at the bottom of your page. For easier access, we recommend bringing it higher up on the sidebar.

1. Navigate to any contact in HubSpot
2. Hover the card to see a 'drag & drop' handle appear next to its title
3. Simply grab a hold of it and drag it all the way to the desired location

2. Timeline Events (Contact Activities)

Once a Share has been made, you can follow its activity from your contact's timeline (Activities).

If you don’t see this activity initially, it may be because HubSpot has not yet included it in the list of displayed activities. You can enable it by following these steps:

1. Navigate to your contact in HubSpot
2. Go to the user Activities tab
3. Click the 'Filter by: Filter activity' > Checkmark 'Showell for HubSpot'