🧡HubSpot

Thanks to this integration, you'll be able to display your Spot members and their activities directly in your CRM!

This feature is restricted to premium MeltingSpot plans. If you can't access it, please contact us.

For a quick start, you can watch this video:

You will find below more details:

Activate the integration

To get started, you need to activate the integration from the HubSpot tab on the Integrations page in your Spot settings. To do this :

• Click on the Connect to HubSpot button.

• A window opens, allowing you to authenticate to your account and authorize integration scopes.

• Once authentication is complete, the window closes and you're returned to the HubSpot integration page.

The integration is now active! 🥳

Initialization

When the integration is activated, MeltingSpot creates a property group in HubSpot named “MeltingSpot” if it doesn't already exist. This group contains the following properties:

Property	type
Member Id	Member's unique identifier.
Member status	Member status (Invited, Accepted, Pending, Left, Declined or Deactivated).
Member role	Member's role in MeltingSpot (Admin or Member).
Member custom role	Member's custom role in MeltingSpot.
Spot invitation date	Member invitation date.
Spot registration date	Member registration date.
Groups	Groups to which member belongs.
Tags	Tags associated with member.
Headline	Member headline.
Bio	Member biography.

When integration is activated, MeltingSpot checks which Spot members (regardless of their status) have a corresponding contact in HubSpot, based on their email.

For each HubSpot contact associated with a Spot member, MeltingSpot populates its MeltingSpot group contact properties with its member information.

Integration parameters

Once integration has been activated, a certain amount of data and information is sent to HubSpot:

• Modification of HubSpot property values for a given contact: for each HubSpot contact associated with a Spot member, its property values are updated if they have been modified in the Spot. (default functionality)

• Contact creation (feature to be activated)

• Send activities in the contact's timeline (feature to be activated):

  • Sending activities linked to members

  • Sending activities related to lives

  • Sending activities related to discussions

  • Sending activities related to collections

  • Sending course-related activities

Creating contacts in HubSpot

When the MeltingSpot - HubSpot integration is active, you can activate the contact creation option in the HubSpot tab of the Integrations page in the Spot settings.

By default, this option is disabled.

When enabled :

• When a new member is created in the Spot (regardless of its status), MeltingSpot checks whether it has an associated contact in HubSpot (based on the corresponding e-mail address). If it doesn't, a contact is created in HubSpot.

• Once the contact has been created, its MeltingSpot group contact properties are populated with the member's information. You can disable this option at any time by clicking on the switch.

When the option is deactivated, no more contacts are created in HubSpot by MeltingSpot.

Please note that when you activate member creation, HubSpot contacts are not created for existing members on the Spot. If you already have members on your Spot and wish to create the corresponding HubSpot contacts, we advise you to export your audience and import it into HubSpot.

Sending member activities

When the MeltingSpot - HubSpot integration is active, you can use the HubSpot tab on the Integrations page in the Spot settings to activate one of the member activities options.

By default, all categories are disabled.

You have several member activity categories:

• Sending member activities

  • Joined the Spot: when a new member joins your Spot.

  • Requested to join the Spot: when a member requests to join your Spot (in the case of a private Spot).

  • Left the Spot: when a member leaves your Spot

• Sending live activities

  • Registered to a live: when a member registers for a live event

  • Attended a live: when a member participates in a live event

  • Watched a replay: when a member watches a replay

• Sending discussion activity

  • Voted on a topic: when a member votes on a topic

  • Created a topic: when a member creates a topic

• Sending activities related to collections

  • Opened a page: when a member opens a page-type document

  • Opened a link: when a member opens a link document

• Sending course-related activities

  • Started a course: when a member starts a course

  • Completed a course: when a member completes a course

When a category is activated,

• All activities in this category will be sent to HubSpot

• Events will appear in a contact's activity timeline.

When a category is deactivated, all activity dispatches for that category will stop.

Deactivate integration

If you wish to deactivate the integration,

• Click on Disconnect HubSpot.

• A confirmation window will appear.

• Confirm to deactivate the integration.

If successful, the integration will be marked as inactive, and the Connect to HubSpot button will reappear. This will stop all integration-related actions:

• Contact creation

• Editing contacts

• Sending activities.

Connection issues

If a connection problem occurs (e.g., a communication failure with HubSpot), the integration will switch to Failed status and the integration icon will display a warning symbol. Spot admins also receive an e-mail and in-app notification.

Repair the Connection

• Go to the HubSpot integration settings and click on Reconnect HubSpot.

• You will be prompted to re-authenticate to re-establish the connection.

• If successful, the integration will return to the Active state.