HubSpot

What you can do

• Create or update a HubSpot contact, with email, first name and last name, whenever someone fills in a Pellio email form.
• Add Pellio contact properties with video engagement: the last video watched, its progress, when, and videos completed.
• Use those properties in HubSpot lists and workflows, for example to follow up with people who finished a demo.

Set it up

1. In HubSpot, go to Settings → Integrations → Private apps and create a private app.
2. Give it the crm.objects.contacts.write scope. For video engagement, also add crm.schemas.contacts.write, so Pellio can add its contact properties.
3. Copy the app’s access token.
4. In Pellio, go to Settings → Integrations and click Connect on HubSpot.
5. Paste the token into Private app access token and save. Pellio checks it straight away.
6. Leave Sync video engagement on if you want watch data in HubSpot.

Good to know

• Engagement is sent for identified viewers: people who filled in a form, came from a link with ?email=, or are signed in on your connected WordPress site.
• Pellio sends a milestone when they start, pass 25%, 50% and 75%, and complete a video (90%, counting only what they actually watched, across visits). Each milestone is sent once.
• Engagement only updates people who are already contacts in HubSpot. It never adds anyone.
• Credentials are stored encrypted. If a sync fails, the integration shows Sync failing with the last error, and your leads stay in Pellio.
• Needs the Standard plan or above, which also includes email forms.

Full guide: Leads and integrations.