Connecting ScreenSpace with HubSpot enables seamless lead capture and management, allowing you to automate workflows, create detailed reports, and view user engagement data directly in HubSpot, ensuring that your leads are nurtured efficiently and effectively.

Automate Lead Management: Automatically create and update contacts in HubSpot.
Detailed Engagement Insights: View ScreenSpace engagement data within HubSpot contact records.
Custom Reports: Create detailed reports using ScreenSpace engagement metrics.
Trigger Workflows: Automate actions based on ScreenSpace engagement data.

Connect HubSpot to Your Workspace

ScreenSpace uses OAuth to securely connect your workspace with a HubSpot account.

Navigate to the Integrations Setup page inside your workspace settings
Click the Toggle for HubSpot
Click Connect in the pop-up
Sign in to your HubSpot Account (if not already signed in)
Select the account you'd like to connect
Click Connect app

Boom! You're now ready to send leads and engagement data to your HubSpot account.

Custom Properties

Once you connect your HubSpot account, the following custom properties are immediately generated under the ScreenSpace group.

Property	Description	Type
Engaged with a Story	Has engaged with any Story	Checkbox
All Stories Viewed	List of all Stories viewed	Multi-Line Text
First Session Date	Date of the first Story session	Date Picker
Last Form Fields	Data captured on the last form submitted	Multi-Line Text
Last Form Submitted	Name of the ScreenSpace form that was last submitted	Single-Line Text
Last Form Submitted Date	Date of the last submission via a ScreenSpace form	Date Picker
Last Session Date	Date of the last Story session	Date Picker
Last Session Engagement Time	The total amount of time (in seconds) this user interacted with the last story viewed	Number
Last Session Timeline	Sequence of interactions made during the last session	Multi-Line Text
Last Story URL	URL of the Story last viewed	Single-Line Text
Last Story Viewed	Name of the last Story viewed	Single-Line Text
Total Engagement Time	Total time (in seconds) engaging with your Stories	Number
Total Sessions	Total number of sessions engaged with your Stories	Number

Link HubSpot to a ScreenSpace Form

Creating a native form is simple and can be done through the Form Creator page inside your Workspace settings.

Create a new ScreenSpace form and select HubSpot as the connected integration.
Choose integration type:
- Native Form: Option to Create and/or Update Contact in HubSpot. This lets you map ScreenSpace fields to any HubSpot Contact Property without creating a form inside HubSpot.
- Connected Form: Select an existing HubSpot form. This lets you map ScreenSpace fields to fields in your HubSpot form and submit the form on behalf of the lead.
Map the ScreenSpace fields (on the left) with your HubSpot properties or fields (on the right).
Click Save to save your form
Add your form to Stories
Test your integration by submitting your form right inside the Story's Visual Designer, and then view the most recent Contact in HubSpot.

What Happens When a HubSpot Form is Submitted

For Native Forms

ScreenSpace sends email (required) and mapped fields to HubSpot. Depending on your settings, this will either Create or Update your contact.
Contacts are identifiable by the property Latest Source Drill-Down 2: ScreenSpace.
Your Contact's Custom Properties are updated accordingly

For Linked Forms

ScreenSpace submits your existing HubSpot form using your lead's info

How to Use Lead & Engagement Data Inside HubSpot

View Engagement Data in Contact Records

Gain detailed visibility into each contact’s interactions with your Stories, allowing for more personalized follow-ups and effective engagement strategies.

Click Customize Record at the top of the Contact View
Select the View you would like to edit
Click Add Cards in the left sidebar
Click Create Card and select Property List
Complete the Card
1. Name: ScreenSpace
2. Internal Name: ScreenSpace Engagement Data
3. Properties: Search ScreenSpace and select each Property in the group.
Click Save

View Story Engagement in Timeline View

Track how contacts engage with your Stories over time, providing insights into their journey and enabling timely, relevant outreach.

Click Filter Activity at the top of the Contact Timeline
Activate ScreenSpace under Integrations

Create Custom Dashboards, Reports and Lists

Utilize ScreenSpace engagement metrics to create tailored dashboards, reports and lists, helping you analyze performance and make data-driven decisions.

Dashboard Quick Filters

Quickly filter your dashboards using ScreenSpace engagement data to gain immediate insights and focus on the most relevant metrics.

Create a custom Dashboard
Select Advanced Filters at the top of the page
Select Quick Filters
Search ScreenSpace and select the relevant property

Custom Reports

Generate detailed custom reports leveraging ScreenSpace data to analyze Story performance and understand user behavior.

Create a Report based on a Single Object
Select Contact as the Data Source
Click Add Contact Property
Search ScreenSpace and select the desired property
Click Filters at the top
1. Change Create Date to All Time
2. Click Add Filter
3. Search ScreenSpace and select the same property and select Is Known
Click Visualization and select the desired chart type
Click Save

Custom List

Build targeted lists based on ScreenSpace engagement data to segment your audience and personalize your marketing efforts more effectively.

Copy the ScreenSpace Property Value
1. Visit the Contact View for a contact who has submitted a ScreenSpace native form
2. Select Actions and View All Properties
3. Search Latest Source Drill-Down 2
4. Hover over the next to ScreenSpace and and copy the Property Value
Head over to your Lists and select Create List
Select Contact-based and name your list
Click Next
Click Add Filter and select Contact Properties
Search and select Latest Source Drill-Down 2 and enter the Property Value you copied earlier
Click Save list

Trigger Workflows and Automations

Automate your marketing and sales processes by setting up workflows based on ScreenSpace engagement data, ensuring timely and targeted actions.

Create new Workflow from scratch
Select Contact Based
Click Set up triggers
Set your Trigger
1. Native forms
  1. Select When filter criteria is met
  2. Search and select ScreenSpace Timeline Event properties
  3. Select the relevant property (ie Total Engagement Time is Greater Than 30)
2. Connected forms
  1. Select When an event occurs
  2. Search and select Form Submission
  3. Click Add criteria
  4. Select Form Name
  5. Select the form used when connecting HubSpot in ScreenSpace
Complete and Save your Workflow

Connecting HubSpot with ScreenSpace empowers your sales and marketing teams with actionable insights and automated workflows, ensuring efficient lead management and enhanced engagement.