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