Syncing your event attendees to HubSpot
Here's how to set up HubSpot through your Helm Tickets account.
Head to your dashboard sidebar, and under "Utilities" select HubSpot.
From there, you'll be asked to log-in to your HubSpot account (it's free to register for HubSpot!)
Once you're logged in to HubSpot, you'll be redirected back to Helm Tickets. Here you'll see your event listings. You'll have the option to selectively turn on/off synchronisation of contacts per event listing.
When turned on, all of your attendees for the event will be automatically pushed to your HubSpot contacts. Whenever a new customer buys a ticket, they'll show up on HubSpot too!
Once a ticket buyer has been pushed to HubSpot, you will be able to find them in your HubSpot contacts.
You will find that the contact's activity timeline will inform you when someone buys a ticket (or has an offline order), attends the event and cancels an order, keeping you informed every step of the way.
(Not seeing these? Click "filter activity" at the top-right of the timeline and make sure "Helm Tickets" is checked!)
You will also find that once you have connected your HubSpot account through Helm Tickets, your HubSpot contacts will have additional properties (you can find these on the left side of the HubSpot contact screen).
You can use these properties to gauge how valuable each customer is to you, by seeing information such as how much money they spent on tickets and how many events of yours they've attended.
To find out how to use these properties effectively to improve your own workflow, see HubSpot's quick tour of contacts.
If you want to make sure you can always see these properties at a glance, you can click "View all properties" in the contact's "About" section, then the "Add to About" button on the properties you wish to see all the time.
Not sure where the "User opted for marketing emails" property comes from?
This denotes whether the contact wants to receive marketing emails unrelated to the events they've attended from you - We'll shortly be releasing a guide to email opt-ins, so watch this space.
That's it! Keep track of all your attendees and leads to make sure you have a good relationship with your customers.
If you've got any further questions about HubSpot, check out our 'HubSpot FAQs' article.
If you're experiencing any issues using the HubSpot integration, feel free to get in touch by clicking 'Start a Conversation' at the top of the page.