Integrating with HubSpot

Integrating Celero with HubSpot is a breeze. Just follow the steps below to get it done. It only takes a few minutes.

Step 1: Request a link to HubSpot integration from Celero support

• Once you're ready, please email us on support@celero.io
• We will send you an email with a link to install the HubSpot app.
• Click on the link you receive from us
• Install the Celero HubSpot app by clicking the link and connecting it to your HubSpot account.

Step 2: Connect your HubSpot account

• After clicking "Connect" you will arrive at the following screen, requesting the account that you want to connect Celero with.
• Please choose the account you wish to connect.

Step 3: Celero will start sending content engagement events to HubSpot

• That's it! Nothing else is needed from you.
• Within 24 hours, engagement data will flow into your HubSpot

Step 4: View Celero engagement actions in HubSpot

• Celero updates content engagement as individual actions on a given Contact.

Step 5: Create lists based on Celero engagement actions

• Now that you can see customer engagement within HubSpot as Celero activity, you can use it to: Create lists, Assign contacts to campaigns, Create activity reports (e.g for engagement with a specific page in an eBook you previously could not see)

How does Celero integrate with Hubspot?

Once live, Celero interacts with Hubspot to add new leads and enrich the contacts in Hubspot:

• When a contact lands on a microsite, Celero interacts with Hubspot's cookie to identify the anonymized ID of the contact
• If the visitor is not a contact, Celero may popup a registration form (if configured)
• After the contact's session ended, Celero enriches the information in Hubspot based on the interaction
• If desired, Celero may lookup the contact's sales person to alert them on their recent visit
• Celero can show the contact details in the reports for the purpose of analysis.

Celero doesn't store any of the Contact's information other than their anonymized ID for the purpose of integration with Hubspot.

Are contacts created by Celero considered marketing contacts?

Under Settings > Account Management > Integration > Marketing Contacts find Celero.io in the connected app list. Turn "Synching marketing contacts" on.