You can set up the Hopin Session to HubSpot integration by navigating to the Integrations tab in the Hopin Session Dashboard, selecting “Set up integration” under HubSpot, and clicking “Connect.”
If it is your first time connecting the integration to Session, you must create a new Authentication. This will allow Session to add data to your HubSpot account.
Once that is ready, you can click “Next” in order to map UTM fields to your HubSpot UTM fields. If you need help creating those fields in HubSpot, here’s an article from Hubspot describing best practices. You can leave those fields empty if you don’t want to sync UTM codes.
Once successfully finished, the integration will appear “Connected” on your Integrations dashboard page.
After the configuration, the integration is on by default on all of your next Scheduled Sessions. You can turn it off per session by navigating to Customize room > Registration inside the specific Session.
In order to view the HubSpot Activities generated by Session, you need to make sure that you have the Session integration enabled in your HubSpot activity tab.
If you wish to stop sending data to HubSpot altogether, you can “Disconnect” the integration from the dashboard.
What are the capabilities of the Hopin Session to HubSpot integration?
The Hopin Session to HubSpot integration creates/updates a contact with a timeline event when:
- A user registers to attend a webinar
- A user attends a webinar
- A user watches a recording
Contacts are only created if no record with that email already exists. If the contact exists, it will not be duplicated - the contact timeline will be updated instead.
The integration only works for Scheduled Sessions where registration (including First Name, Last Name) is required.
The following data is included:
|Event||When data is synced||Data synced|
|User registers to attend a webinar||As soon as the user registers||
|User attends a webinar||As soon as the session ends (not when the user attends)||
|User watches a recording||As soon as the user starts watching the recording||