HubSpot – Connect Purchases and Sign-ups

Turn your HubSpot Sign-Ups and Purchases into Social Proof

HubSpot is a comprehensive inbound marketing and sales platform that offers a suite of tools to help businesses attract visitors, convert leads, and close customers. Overall, HubSpot aims to provide an all-in-one solution for businesses to attract, engage, and delight customers throughout their journey, from initial contact to long-term retention.

You can easily connect HubSpot to Nudgify with our HubSpot integration to showcase Social Proof notifications on your website, in real-time.

Connect Purchases and/or Sign-ups

You can connect two types of HubSpot’s data to Nudgify: sales and sign-ups. You can use our HubSpot Sign-up Integration to connect new users that are added in your HubSpot account and show them in Sign-up Nudges. You can use our HubSpot Purchases Integration to connect your and our HubSpot sales, and show them in Purchase Nudges.

Connect HubSpot Sign-ups

The following data from HubSpot will be synced with Nudgify in order to build Nudges:

• Email
• Full Name
• City
• State
• Country
• Date

Follow the steps below to connect your HubSpot user data to Nudgify and show new Sign Ups in Sign-up Nudges.

Step 1. Copy Your Webhook URL

To manage your integrations, click the “Integrations” button on the left-hand sidebar. This will take you to the Integrations page, where you manage your integrations with other apps and software. Find HubSpot Sign-Ups in the list and click “Connect”.

Click to copy your Nudgify Webhook URL

Step 2. Create a Webhook in HubSpot and paste your Webhook URL

You will now paste your Nudgify Webhook URL in the right place in your HubSpot account so that new user data is sent automatically to your Nudgify account.

As a summary, follow these steps in your HubSpot dashboard:

1. We need to create a workflow to integrate with Nudgify.
2. Go to Automations > Workflows.
3. Click on Create workflow on the top right corner and select From Scratch.
4. Select Contact-based, start with bland and click on Next.
5. For the trigger, select When an event occurs.
6. Select Object created under CRM.
7. Save your trigger.
8. Next, click on the plus icon to add a new action.
9. Click on Send a Webhook action.
10. Select Post as the request type.
11. Copy the Nudgify Webhook URL from your Nudgify account.
12. Paste the Nudgify Webhook URL in the URL field.
13. Under Request body, select Customize request body.
14. Add the following properties: First Name, Last name, City, State/Region, Country/Region, and Create Date.
15. Save the action.
16. Click on Review and Publish, follow the steps to publish your workflow.

Go back to Nudgify and click the “I’ve done it” button.

Any new Sign-up will be added to your Sign-ups Data Feed. To turn these data into Social Proof Nudges on your site, create a Sign-up Nudge and select HubSpot as the data source.

Congratulations! You have now linked your new HubSpot sign-ups to Nudgify 🙌

Step 3. Create Sign-ups Nudges for new HubSpot Users

On your Data Feeds page, in the “sign-ups” tab, you will be able to see any new user sign ups that are sent to Nudgify. It’s time to start showcasing new HubSpot sign-ups in Social Proof Nudges!

You can create two types of Nudges with the HubSpot sign-ups integration.

1. Recent Sign-Ups Nudges that show single sign-ups
2. All Sign-Ups Nudges that show a count of multiple sign-ups

Show Recent Activity – Single Sign-ups

Go to the Nudges page and click “Add Nudge”. Choose the Nudge labeled “Recent Activity – Single Sign-up” from the Nudge Library.

You can now configure the selected Nudge. First of all, select “HubSpot Sign-Ups” as the data source. This way, the Nudge will use your HubSpot data to show in the Nudge:

You can also customise the text of the Nudge here (“subscribed to our newsletter”, “signed-up to our mailing list”, or whatever you want to display). You can also select how recent the sign-ups need to be that you want to display. Find out more about the customisation options for Sign-up Nudges.

Once you’re done, click “Continue”. The Nudge will now automatically capture and show individual recent sign-ups. You can track how your Nudges perform from your Statistics page.

Show All Sign-ups

When creating a new Nudge, choose the “Recent Activity – All Sign-ups” Nudge in your Nudge Library:

You can now configure the selected Nudge. First of all, select “HubSpot Sign-Ups” as the data source. This way, the Nudge will use your HubSpot data to show in the Nudge:

You can also customise the text of the Nudge here (“subscribed to our newsletter”, “signed-up to our mailing list”, or whatever else you want to put down). You can also select how recent the sign-ups need to be that you want to display, and set a minimum and maximum number of Sign-ups. Find more about the customization options for Sign-up Nudges.

Click “Continue”. The Nudge will now automatically capture and show a summary of recent subscriptions. You can track how your Nudges perform from your Statistics page.

That’s it! 🙌

All your new HubSpot Sign-Ups will now be turned into powerful Social Proof automatically and display Nudges on your site.

Connect HubSpot Purchases

The following data from HubSpot will be synced with Nudgify in order to build Nudges:

• Email
• Date
• Order ID
• Product Name
• Product ID
• City
• Country

Follow the steps below to connect your HubSpot registration data to Nudgify and show new registrations in Purchase Nudges.

Step 1. Copy Your Webhook URL

To manage your integrations, click the “Integrations” button on the left-hand sidebar. This will take you to the Integrations page, where you manage your integrations with other apps and software. Find HubSpot Purchases in the list and click “Connect”.

Click to copy your Nudgify Webhook URL

Step 2. Create a Webhook in HubSpot and paste your Webhook URL

You will now paste your Nudgify Webhook URL in the right place in your HubSpot account so that new user data is sent automatically to your Nudgify account.

As a summary, follow these steps in your HubSpot dashboard:

1. We need to create a workflow to integrate with Nudgify.
2. Go to Automations > Workflows.
3. Click on Create workflow on the top right corner and select From Scratch.
4. Select Payment-based, start with bland and click on Next.
5. For the trigger, select When an event occurs.
6. Select Object created under CRM.
7. Save your trigger.
8. Next, click on the plus icon to add a new action.
9. Click on Send a Webhook action.
10. Select Post as the request type.
11. Copy the Nudgify Webhook URL from your Nudgify account.
12. Paste the Nudgify Webhook URL in the URL field.
13. Under Request body, select Customize request body.
14. Add the following properties: Customer, , Last name, Billing Address City, Billing Address State, Billing Address Country, and Payment Date, Source URL, Object ID, Payment ID, Payment Source Name.
15. Save the action.
16. Click on Review and Publish, follow the steps to publish your workflow.

Go back to Nudgify and click the “I’ve done it” button.

Any new Purchase will be added to your Purchases Data Feed. To turn these data into Social Proof Nudges on your site, create a Purchase Nudge and select HubSpot as the data source.

Congratulations! You have now linked your new HubSpot Purchases to Nudgify 🙌

Step 3. Create Purchases Nudges for new HubSpot Orders

On your Data Feeds page, in the “Purchases” tab, you will be able to see any new purchases that are sent to Nudgify. It’s time to start showcasing new HubSpot Purchases in Social Proof Nudges!

You can create two types of Nudges with the HubSpot Purchases integration.

1. Nudges that show single purchases
2. Nudges that show a count of multiple purchases

Show Single Purchases

Go to the Nudges page and click “Add Nudge”. Choose the Purchase Nudge from the Nudge Library.

You can now configure the selected Nudge. First of all, select “HubSpot Purchases” as the data source. This way, the Nudge will use your HubSpot data to show in the Nudge:

You can also customise the text of the Nudge here (“ordered an item”, “purchased an item”, or whatever you want to display). You can also select how recent the Purchases need to be that you want to display. Find out more about the customisation options for Purchase Nudges.

Once you’re done, click “Continue”. The Nudge will now automatically capture and show individual recent Purchases. You can track how your Nudges perform from your Statistics page.

Show All Purchases

When creating a new Nudge, choose the “Recent Activity – All Purchases” Nudge in your Nudge Library:

You can now configure the selected Nudge. First of all, select “HubSpot Purchases” as the data source. This way, the Nudge will use your HubSpot data to show in the Nudge:

You can also customize the text of the Nudge here to whatever else you want to put down. You can also select how recent the Purchases need to be that you want to display, and set a minimum and maximum number of Purchases. Find more about the customization options for Purchase Nudges.

Click “Continue”. The Nudge will now automatically capture and show a summary of recent subscriptions. You can track how your Nudges perform from your Statistics page.

That’s it! 🙌

All your new HubSpot Purchases will now be turned into powerful Social Proof automatically and display Nudges on your site.