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README.txt in HubSpot 3.x

Same filename and directory in other branches
  1. 8 README.txt
  2. 6.2 README.txt
  3. 6 README.txt
  4. 7.3 README.txt
  5. 7 README.txt
  6. 7.2 README.txt
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. 

  4.  * Introduction

  5.  * Installation

  6.  * Configuration

  7.  * Maintainers

  8. 

  9. INTRODUCTION

  10. ------------

  11. 

  12. 

  13. INSTALLATION

  14. --------------------------

  15. 

  16. Install the module like any other Drupal module.

  17. 

  18. You can find detailed help on how to use HubSpot with Webforms in this

  19. module's Help page in the Drupal administrator interface. Head to Help and

  20. select "HubSpot Drupal integration" for complete instructions.

  21. 

  22. Extended documentation, with instructions on using HubSpot's Salesforce

  23. integration and details on automated receipt emails, is available in the Drupal

  24. handbook pages:

  25. 

  26. http://drupal.org/node/1195370

  27. 

  28. 

  29. CONFIGURATION

  30. --------------------------

  31. 

  32. - For Contact form submission

  33. 1.GO to hubspot site and  Go to contacts -> Forms(can use test accounts)

  34. 2. Add fields in the form.

  35. In Drupal site:

  36. * Create a new webform OR use exisiting contact webform.

  37. * Add fields in the contact form.

  38. * Create a new node of webform type created above.

  39. * Go to admin/structure/webform/manage/{webform_type}/handlers.

  40.     eg : admin/structure/webform/manage/test_1/handlers

  41. * Go to admin/structure/webform/manage/ i.e structure => webforms => your

  42. webform type (eg: contact) => handler tab

  43. (admin/structure/webform/manage/contact/handlers)

  44. * Add hubspot Webform handler(Mandatory for contact form submissions).

  45. * Map form fields in the drupal form to hubspot form on configuration page.

  46. 

  47. * To view your form submissions click on the link -

  48. https://app.hubspot.com/l/forms

  49. 

  50. -Get Hubspot tracking code:

  51. Login to hubspot

  52. Click setting in the menu

  53. click installation vertical tab and copy the code.

  54. 

  55. - For Web analytics

  56. 1. Enable your tracking code in the configuraton

  57. 2. Go to https://app.hubspot.com/reports-dashboard/{portalid}/web-analytics

  58. (Your portal id).

  59. 3. There is a list of analysis report like session, Traffic metrics etc

  60. available for your site.

  61. 

  62. 

  63. - Lead Flow

  64. * Login to hubspot account-> GO to marketing profile and in the navigation

  65. click on Lead Flows.

  66. * Click on Create Lead Flow button -> Add the lead flow as desired.

  67. * To Enable Lead Flow in drupal site, go to admin configuration form and check

  68.  Tracking Code on.

  69. 

  70. * View unique contacts -

  71. https://app.hubspot.com/sales/{portal_id}/contacts/list/view/all/?

  72. 

  73. Maintainers

  74. ---------------------

  75. 

  76. nehajyoti (Jyoti Bohra)

  77. 

  78. 

  79. Sponsorship

  80. -----------

  81. 

  82. This project is sponsored by Digett, a Drupal-friendly San Antonio web design

  83. company with a focus on inbound marketing. Need additional features or custom

  84. styling? Contact us.

  85.   http://www.digett.com/

  86.