HubSpot application instruction

 

Before starting you should have an account on Roi4Presenter (cms.roi4presenter.com) and at least one presentation in it.

1. INSTALL

Follow the installation link and proceed the steps in order to install the application. After application is successfully installed there is Roi4Presenter block will appear in extension’s feed (which is placed in right bottom of contact page)

 

 

2. CONNECT ACCOUNTS

To connect a hubspot account to your Roi4Presenter account click on Log in Roi4Presenter button. You can close the window and see regular buttons and actions on Roi4Presenter UI block (reload contact page might be needed).

 

 

Fill up your Roi4Presenter credentials in the login form. If login succeeded your hubspot account and Roi4Presenter account are connected from now. 

You can close the window and see regular buttons and actions on Roi4Presenter UI block (reload contact page might be needed).

 

 

3. ASSIGN PRESENTATION

Click the “Get Presentation Link” button. In the modal window you will see all presentations that you have access to. If the presentation’s list is empty you should go to the cms.roi4presenter.com and create at least one presentation in it. 

Click the “Generate Link” button next to the presentation you want to assign to contact. In the presentation-settings window fill up desired options and click “NEXT”. 

 

 

Now the presentation is assigned to contact.

The “User was assigned a presentation” event should appear in contact’s Activity feed (filters for Roi4Presenter App must be switched on)

Also assigned presentation’s link will be written to contact property named “Presentation Link”

 

4. SEE ASSIGNED PRESENTATIONS

To see the full list of presentations that you have assigned to the client click Actions -> See assigned presentations.

 

 

Now if the assigned link is opened, viewed and finally closed (actually logged out) the track records of these events will be created. They appear in Activity feed and in the Presentations History

 

5. SEE HISTORY OF PRESENTATION VIEWS

To see the detailed history of all assigned presentations that contact has viewed click Actions -> See presenations history

 

 

6. CREATE LEAD FROM PRESENTATION LINK WITH FORM

The new hubspot contact may be created when the presentation link is opened if this presentation contains a form that collects client’s data. This requires that link was created by Roi4Presenter user with account already connected to Hubspot account.

 

 

Firstname, lastname, job title, and company name will be filled up based on data from the form for data collection.

The contact property “Lead Source” will be set to “Roi4Presenter Lead Form” in this case. If property didn’t exist it would be created.

 

Not using the R4P HubSpot app yet?