Embed A HubSpot Form
In HubSpot, you can publish a new form (the Publish button), click the Embed code tab, and then copy the code. In WPHubSite you just have to drag a new HTML module anywhere into your layout and then paste the HubSpot code into it. You can do some powerful things with the information that is gathered in HubSpot.
A form embedded onto a WPHubSite page will instantly create a record in HubSpot when filled out if one doesn't already exist with the visitor's information. If a new record is created it will be assigned to the team or contact you have assigned this form in HubSpot.
Once the contact record is created for the user, HubSpot will track this lead over all pages of your website including other forms they fill out. You'll start collecting information about the contact no matter where they go or what they do on your website. You can also kick off different workflows based on many different actions leads make on your WPHubSite website.
When someone fills out your service form HubSpot will connect the tickets created from this form with an existing contact record if it exists.
You'll get a new ticket created right in HubSpot and depending on who you set to be alerted in HubSpot, there will be an alert of the new ticket.
Embed A HubSpot Ticket Form
Create a support form in HubSpot first and then paste the embed code they provide you into a new HTML widget that you can drag anywhere in your website layout.
Step 1: In the Conversations Inbox, click Inbox Settings.
Step 2: Click the Forms link.
If you have a form created for support already then you can "share" it in order to retrieve your embed code. If not, create a new form.
Step 3: Click the Connect form button.
Step 4: You can connect an existing form (that isn't a support form yet) from your Marketing Forms or you can create a new form. Take your pick.
Step 5: Click the Next button.
Now it's time for you to create and customize your HubSpot support form. You can choose the questions you ask, the information you gather and customize your form. After you publish your form then you can get the embed code.
Step 6: From the list of your support forms, click the Actions drop-down.
Step 7: Click the Share Support Form option (you're not really sharing it).
Step 8: Click the Embed code tab.
Step 9: Click the Copy button.
Now you can place an HTML module on any page of your WPHubSite website and paste the embed code into it.
Embed A HubSpot Meeting
You can link to any HubSpot meeting form from your website or you can embed a meeting schedule section in any website.
From Sales Meetings, you can create a new meeting link and HubSpot also provides you with an embed code for each meeting.
Step 1: Click the Create meeting link button.
Step 2: Choose whether you'd like to create a Personal (for just one person) or a Team (for several of your HubSpot users) meeting link.
There are lots of settings for HubSpot meetings and a detailed overview of them all can be found on the HubSpot knowledge base article about creating and sharing meetings links. You don't need to send a link, though, you'll be embedding the meeting into your WPHubSite website.
Once the meeting is created then you can get the embed code you need.
Step 3: Click the Actions drop-down for your meeting.
Step 4: Click the Embed option.
Step 5: Click on the Copy code button so you can paste it into a new HTML module on your WPHubSite page layout.
HubSpot meetings are a great way to get website visitors to become active leads who want to learn more about your service. You can even tie chatflows into your HubSpot meetings so website visitors can schedule a meeting through chat. That's a whole other topic, though.
There are infinite different ways you can use HubSpot meetings in your WPHubSite website to further develop your relationship with leads. Inbound marketing is all about delivering a continuous cycle of wow to your customers and WPHubSite combined with HubSpot lets you do that over and over.
Chatflows are one o the most powerful parts of driving engagement on your website. HubSpot has tools that let you create extremely powerful chats on your website from live to bots.
HubSpot Starter Hubs contain several tools for you to automate your chat too. Sales Hub Starter lets you create a chatbot for ticket creation, lead qualification, and meeting bookings.
If you connected your HubSpot account to your WPHubSite website then you just have to create your first chatflow for them to show up on your website pages. The power to engage visitors and create chatbots that automate service, sales, and marketing is at your fingertips.
Enable Your Chatflows (Live or Bot)
As soon as you connect your HubSpot account to your WPHubSite website your chatflows are connected too. You just need to create either a live or bot chatflow. Here's how you can do that.
Step 1: In the Conversations > Chatflows menu of HubSpot click on the Create chatflow button.
There are lots of different settings for configuring your chat the way you want it. The tab you need to pay attention to for your first chatflow is the When tab.
Step 2: Click the When tab.
Step 3: The default for your chatflow is to show on all pages of your website. You can choose only to show it on specific pages or show it on all pages but specific pages. You can create multiple chatflows so a different one shows up on your support page than on your home page.
Step 4: Add additional pages for your chatflow to show up on if you prefer.
Step 5: Toggle this switch on in order to enable/publish your chatflow. Once you do this your chatflow will show up on the pages you specified in step 3.
Done with this page? Follow the instructions on this page to delete pages and media files so you can start with a clean slate when you're ready.
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