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README.txt in HubSpot 3.x

CONTENTS OF THIS FILE
---------------------

 * Introduction
 * Installation
 * Configuration
 * Maintainers

INTRODUCTION
------------


INSTALLATION
--------------------------

Install the module like any other Drupal module.

You can find detailed help on how to use HubSpot with Webforms in this
module's Help page in the Drupal administrator interface. Head to Help and
select "HubSpot Drupal integration" for complete instructions.

Extended documentation, with instructions on using HubSpot's Salesforce
integration and details on automated receipt emails, is available in the Drupal
handbook pages:

http://drupal.org/node/1195370


CONFIGURATION
--------------------------

- For Contact form submission
1.GO to hubspot site and  Go to contacts -> Forms(can use test accounts)
2. Add fields in the form.
In Drupal site:
* Create a new webform OR use exisiting contact webform.
* Add fields in the contact form.
* Create a new node of webform type created above.
* Go to admin/structure/webform/manage/{webform_type}/handlers.
    eg : admin/structure/webform/manage/test_1/handlers
* Go to admin/structure/webform/manage/ i.e structure => webforms => your
webform type (eg: contact) => handler tab
(admin/structure/webform/manage/contact/handlers)
* Add hubspot Webform handler(Mandatory for contact form submissions).
* Map form fields in the drupal form to hubspot form on configuration page.

* To view your form submissions click on the link -
https://app.hubspot.com/l/forms

-Get Hubspot tracking code:
Login to hubspot
Click setting in the menu
click installation vertical tab and copy the code.

- For Web analytics
1. Enable your tracking code in the configuraton
2. Go to https://app.hubspot.com/reports-dashboard/{portalid}/web-analytics
(Your portal id).
3. There is a list of analysis report like session, Traffic metrics etc
available for your site.


- Lead Flow
* Login to hubspot account-> GO to marketing profile and in the navigation
click on Lead Flows.
* Click on Create Lead Flow button -> Add the lead flow as desired.
* To Enable Lead Flow in drupal site, go to admin configuration form and check
 Tracking Code on.

* View unique contacts -
https://app.hubspot.com/sales/{portal_id}/contacts/list/view/all/?

Maintainers
---------------------

nehajyoti (Jyoti Bohra)


Sponsorship
-----------

This project is sponsored by Digett, a Drupal-friendly San Antonio web design
company with a focus on inbound marketing. Need additional features or custom
styling? Contact us.
  http://www.digett.com/

File

README.txt
View source
  1. CONTENTS OF THIS FILE
  2. ---------------------
  3. * Introduction
  4. * Installation
  5. * Configuration
  6. * Maintainers
  7. INTRODUCTION
  8. ------------
  9. INSTALLATION
  10. --------------------------
  11. Install the module like any other Drupal module.
  12. You can find detailed help on how to use HubSpot with Webforms in this
  13. module's Help page in the Drupal administrator interface. Head to Help and
  14. select "HubSpot Drupal integration" for complete instructions.
  15. Extended documentation, with instructions on using HubSpot's Salesforce
  16. integration and details on automated receipt emails, is available in the Drupal
  17. handbook pages:
  18. http://drupal.org/node/1195370
  19. CONFIGURATION
  20. --------------------------
  21. - For Contact form submission
  22. 1.GO to hubspot site and Go to contacts -> Forms(can use test accounts)
  23. 2. Add fields in the form.
  24. In Drupal site:
  25. * Create a new webform OR use exisiting contact webform.
  26. * Add fields in the contact form.
  27. * Create a new node of webform type created above.
  28. * Go to admin/structure/webform/manage/{webform_type}/handlers.
  29. eg : admin/structure/webform/manage/test_1/handlers
  30. * Go to admin/structure/webform/manage/ i.e structure => webforms => your
  31. webform type (eg: contact) => handler tab
  32. (admin/structure/webform/manage/contact/handlers)
  33. * Add hubspot Webform handler(Mandatory for contact form submissions).
  34. * Map form fields in the drupal form to hubspot form on configuration page.
  35. * To view your form submissions click on the link -
  36. https://app.hubspot.com/l/forms
  37. -Get Hubspot tracking code:
  38. Login to hubspot
  39. Click setting in the menu
  40. click installation vertical tab and copy the code.
  41. - For Web analytics
  42. 1. Enable your tracking code in the configuraton
  43. 2. Go to https://app.hubspot.com/reports-dashboard/{portalid}/web-analytics
  44. (Your portal id).
  45. 3. There is a list of analysis report like session, Traffic metrics etc
  46. available for your site.
  47. - Lead Flow
  48. * Login to hubspot account-> GO to marketing profile and in the navigation
  49. click on Lead Flows.
  50. * Click on Create Lead Flow button -> Add the lead flow as desired.
  51. * To Enable Lead Flow in drupal site, go to admin configuration form and check
  52. Tracking Code on.
  53. * View unique contacts -
  54. https://app.hubspot.com/sales/{portal_id}/contacts/list/view/all/?
  55. Maintainers
  56. ---------------------
  57. nehajyoti (Jyoti Bohra)
  58. Sponsorship
  59. -----------
  60. This project is sponsored by Digett, a Drupal-friendly San Antonio web design
  61. company with a focus on inbound marketing. Need additional features or custom
  62. styling? Contact us.
  63. http://www.digett.com/