This article will cover some of the frequently asked questions around HubSpot.
If you haven't linked your account yet, follow the process in our 'Syncing your event attendees to HubSpot' article.
Which information is synced to Hubspot?
For each attendees, it syncs:
The last event attended
Money spent on tickets
Number of events attended
Number of tickets bought
Whether the user opted in for marketing emails
Ticket purchases for any events that have been enabled for Hubspot syncing. This is shown as an activity event per order and is only triggered when the ticket buyer places an order or offline tickets are processed for the ticket buyer by an organiser
Order/ticket cancellations/refunds for any events that have been enabled for Hubspot syncing. This is shown as an activity event per order cancellation/refund and is only triggered when an order for the ticket buyer is refunded or cancelled
When a ticket buyer has attended an event, for any events that have been enabled for Hubspot syncing. This is shown as an activity event per scanned ticket and is only triggered when a ticket has been scanned or manually marked as scanned using the Helm Tickets event app
How do I show the synced properties against my contacts?
View any contact record within Hubspot, click on "View all properties", located on the left-hand side under the "About (contact name here)".
On the "All properties" page, scroll to the bottom and you should see "Helm Tickets". If the properties aren't visible underneath, click the arrow to expand them.
To add any of the properties, hover over each and click on the "Add to About" button. Once clicked, this will add the property to the "About" section.
If you click back to view the contact record, you should then see the newly added property on the left-hand side under the "About (contact name here)" section.
How do I view the synced activities against a contact?
View any contact record within Hubspot and make sure the "Activity" tab is selected.
Click on the "Filter Activity" button and it will expand a menu with filter options. On that menu there should be a title "Integrations" and "Helm Tickets" should be listed below it. If the tick box next to "Helm Tickets" isn't ticked, be sure to give that a tick and then click the "Filter Activity" button again to close the menu.
If any activity has been synced from Helm Tickets, you should now be able to see the events listed.
Why aren't ticket buyers' details synced to my Hubspot account?
Check that you've linked your Hubspot account correctly by visiting the Hubspot page in the dashboard, located under the 'Manage' tab and selecting 'Integrations'.
If, when viewing this page, you see a list of your events that can be synced, check to make sure you've turned on the sync for each event that you'd like to sync to your Hubspot account.
If you see the "Login to Hubspot" button instead, then you'll need to make sure you click the button and login to Hubspot to ensure your account is linked correctly.