Overview

After enabling the HubSpot integration, you’ll be able to configure the data streaming between your VWO and HubSpot accounts. The Enable use of HubSpot list for visitor targeting option under the Config tab allows you to import visitor data from HubSpot for visitor targeting in your VWO campaign.

Owing to restrictions in HubSpot for extracting the unique IDs of visitors, VWO provides the following workaround to overcome this limitation:

1. First, create an event in HubSpot to allow VWO to generate a UUID whenever the event is triggered.
2. Copy this event's tracking ID and paste it into the Event Internal Name field in the HubSpot integration page in VWO.
3. Create a workflow in HubSpot to attach the VWO UUID to the respective visitor, who triggers the event. 

Creating an Event in HubSpot

Perform the following steps to create an event in HubSpot to allow VWO to attach UUID to the visitor who triggers it:

1. From your HubSpot dashboard, go to Data Management > Custom Events > Create an event.
2. In the Choose how you want to create event data modal that appears, select Send via API.
3. In the DETAILS section of the custom event creation page, enter the following details and click Next:

5. In the PROPERTIES section, click Custom string property, enter the Property name as VWO UUID, and click Done.
   
   

6. Click Next.
7. In the TRACKING ID section, click the Copy button to copy the Tracking ID that appears and click Done.
   
8. On the Config tab of the HubSpot integration page in VWO, select Connect with HubSpot to enable visitor targeting and to push insights data, and select Enable use of HubSpot list for visitor targeting.
9. Paste the tracking ID into the Event Internal Name field.
   

Now, the contacts in HubSpot that trigger this event can receive the VWO UUID, which can be repurposed to further track the HubSpot audience.

Creating a Workflow in HubSpot

Perform the following steps to set up a workflow in HubSpot that attaches VWO UUIDs to the respective contacts that trigger the VWO UUID event:

Creating the workflow involves two parts - setting up a trigger and configuring a property.

Step 1: Set up a Trigger

1. Go to Automations > Workflows > Create workflow > From scratch.
2. Create a contact-based blank workflow and click Next.
3. On the workflow creation page, start off constructing the workflow by clicking Set up triggers.
4. On the left pane that appears, select When an event occurs under Enrollment.
5. Click on the box under the Group 1 filter to define your criteria.
6. On the Add criteria panel that appears, select VWO UUID under Custom events and click Done under Group 1.
7. Now, define the filter criteria for contacts by clicking on the Add criteria button under the And contacts meet the following filter criteria section.
8. On the Add criteria panel that appears, go to Form Submissions > Select a form > Any form submission and click Done on the filter criteria section on the left pane.
9. Click Save. Now, the left pane disappears, and the trigger has been added to the workflow.
10. Click on the trigger again, go to Re-enrollment and enable Allow contacts to re-enroll after completing the workflow.
11. Click Save.

Step 2: Configure an Event Property

1. On the workflow chart, click on the + icon to add an action.
2. On the left pane, select CRM > Set property value.
3. Configure Target object as Contact (Current object).
4. Under Property set to select Create a new contact property.
5. In the Create a new contact property panel that appears, configure as follows and click Next:
   1. Group → Contact information
   2. Label → Provide a name for the property. E.g., VWO_UUID
6. Under the Field type dropdown, select Single-line text, and click Next.
7. Retain the default selection under Property visibility, and click Create. Now, the property is created.
8. Now, you have to set the value for the property. On the left pane, the Property to set field is configured to the property name.
9. Click on the text field labelled with your property name (e.g., VWO_UUID).
10. In the Insert data panel that appears, configure as follows and click Save: 
    1. View properties or action outputs from → VWO UUID 
    2. Text Properties → vwo_uuid
11. Click Review and publish.
12. On the Review Workflow panel that appears, review the configurations and click on the Turn on workflow button to publish the workflow.

Now that the workflow is turned on in HubSpot, the UUID from the VWO will be associated with the contacts who filled out the form. You will be able to import this visitor data into VWO and track these visitors in your VWO campaigns.

Importing HubSpot Lists Into VWO

1. On the Config tab of the HubSpot integration page in VWO, under Enable use of HubSpot list for visitor targeting, you can add your HubSpot visitor lists. Click on Add lists from HubSpot.
2. In the HubSpot List popup that appears, enter the name of the list that you require. Select the list and click Add.

VWO starts to sync your HubSpot list, which will take around 24 hours. The number of lists that you can add is subject to your account’s Attributes List quota. The imported lists are synced every 24 hours from their last sync time. To sync all the lists, click Sync all.

NOTE: Only data with the VWO UUID in its properties will be synced to VWO, as mentioned in the workflow above. This means that data will be added gradually. As visitors revisit the website, the VWO UUID will flow to HubSpot and be associated with the contacts. Once this association is established, the data will be able to be pulled into VWO.

Targeting Your VWO Campaign Using HubSpot Lists

You can use your HubSpot visitor lists to target your VWO A/B test campaigns. Imagine You want to test a new webpage layout on a list of visitors who previously engaged with your email campaigns. By targeting this specific group, you can see how the new layout performs with engaged users. 

To do this, perform the following steps on your VWO campaign:

1. Navigate to Configuration > Audience and Traffic > Custom Segment.
2. Select HubSpot List from the first dropdown.
3. Choose the relevant HubSpot list in the final dropdown.
4. Save the campaign to apply the targeting criteria.

This approach ensures your test focuses on relevant visitor segments, leading to more meaningful insights.