HubSpot allows you to store participant data and manage communication through channels such as email, SMS, and more. Through our built-in integration, you can automate the data transfer between Playable and HubSpot.
In this article, we'll explore the process of configuring the HubSpot integration in the platform. We will cover how to:
Add the HubSpot Integration
To find the integration, go into the 'Integrations' tab on your campaign and select 'Add Integration.' In the following menu, select 'Email Provider' and scroll through the list until you find the HubSpot option. Clicking it will start the setup process.
HubSpot connects to Playable through an API key or private app token. This means that, if you are adding the integration for the first time, you will need to insert this information from your HubSpot account.
The access token must have "read" and "write" access to the "Contacts" scopes.
If you have previously set up a HubSpot integration in Playable, you can reuse the configuration.
If you require further assistance in finding your API key or private app token, you can check out HubSpot's own documentation.
Configure the HubSpot Integration
Once your API key or private app token has been added, you can start configuring what data should be sent from Playable to HubSpot. The first section is 'General integration settings.' Here, you can define what to do with duplicates by setting whether the users information should be updated or if a new contact should be created.
Select trigger
The trigger is the event that determines when data should be sent through the integration.
The triggers available depend on the placement of your registration form(s) and whether you have included prizes in the campaign.
Trigger name | Event that triggers data transfer |
Primary registration form submitted | Data is sent every time the primary registration form (containing the email field) is submitted |
Game completed | Data is sent as soon as the game status is known (winner or loser), only if the primary registration form has already been submitted. Note: this option is only available if registration form is placed BEFORE the game. |
Prize won | Data is sent when a regular prize has a winner assigned (whether or not the game has been completed) |
Bulk prize won | Data is sent when a bulk prize has a winner assigned (whether or not the game has been completed) |
Add additional conditions
It is possible to add additional conditions to the trigger. Together with the trigger, these must be met in order for the data to be transferred.
Using the form field option you can define a specific field in the registration form(s) that must be filled out.
With the advanced option you have the option to set up a data flow based on more complex conditions. For example, the trigger could be based on performance in the game or a specific selection or data input in the registration form.
Map data fields
You will "map" each field from your campaign to a field in HubSpot using drop-down menus. This drop-down is how you select where in HubSpot the data should be sent.
For each data point, you can select an existing field from HubSpot to parse the data to. If the field does not exist in HubSpot, you will not be able to push data to it. Therefore, you may have to add more fields to your list or form in HubSpot before you're able to set up the integration fully.
For help on how to add extra fields in HubSpot, you can check out HubSpot's own documentation.
At the bottom of this section, you can add static information if you want to track something that is true for every player but is not collected in the campaign automatically.
For example, you can use static information if you want to track Playable as the user "source" in your database.
Once you enter a static value, you can map the field as you would with any other data field.
Test and troubleshoot the integration
We always advise that you test the integration by going through the actual campaign. The testing process will depend on what your triggers are, but we suggest that you test by submitting the registration form(s) and playing through the game.
In the activity tab, you will be able to check if the data has successfully been transferred to HubSpot.
To learn more about how to test the integration, please read this Help Center article.
You can also find more information about troubleshooting integrations in our Help Center or HubSpot's own support resources.