Automatically sync attendee data between Airmeet and HubSpot to save time and improve your event ROI.



TABLE OF CONTENTS

  • Overview

  • What happens when Airmeet connects with HubSpot?

  • Connect Airmeet account to HubSpot

    • Sync Airmeet event registrants with HubSpot contacts

  • Sync HubSpot contact with Airmeet event using Actions in workflows

    • Select Airmeet Actions in your workflow on HubSpot

    • Add Airmeet application Actions in workflows

  • Disconnect Application from Airmeet & HubSpot.

  • Points to keep in mind

 

Overview


Automatically sync participant data between Airmeet and HubSpot to save time and improve your event ROI


Easily sync HubSpot contacts with your Airmeet event.

Any registrations received on Airmeet will be synced with HubSpot. Filter your contacts based on the last airmeet they registered.



Insight



Airmeet >HubSpot

  • Connect with your HubSpot account by authenticating HubSpot login details on the community dashboard.

  • Visit the Events dashboard and click on Integrations tabs to enable HubSpot.

HubSpot > Airmeet

  • Create a workflow in HubSpot and add Airmeet application action.



Let’s read about the above steps in detail:


What happens when Airmeet is connected with HubSpot

HubSpot integration can be performed in 2 ways

  • Airmeet to HubSpot
    After connecting your Airmeet event with the HubSpot application, all the registrant’s details (Name & Email id) will be automatically saved and stored under HubSpot contacts.

  • HubSpot to Airmeet
    Add your HubSpot contacts to an Airmeet event via HubSpot Actions while creating workflows and adding contacts to eventually auto-registering to an Airmeet event and sending them a unique entry link via email.

    Important Note: To integrate HubSpot with Airmeet, you need access to Workflows. These are available on the HubSpot Sales, Marketing, or Service Professional plans.






Airmeet to HubSpot

Connect Airmeet account to HubSpot - Community Level

Connecting the HubSpot account with Airmeet will create a synchronous connection between the platforms in syncing the registrant’s data & HubSpot contacts.

Step 1:  Go to the community dashboard and click on the “Integrations” tab.

Step 2: Go to the “Apps” tab and under the HubSpot, click on the “Connect“ button.

Step 3: Log in to your HubSpot account and authorize the connection between Airmeet & HubSpot.

Step 4: Select the HubSpot account where you want to Connect your Airmeet community.






Sync Airmeet event registrants with HubSpot contacts - Event Level

After connecting your HubSpot account with the Airmeet community, Enable the integration/sync for your particular event.

Step 1: Go to your event dashboard and click on the “Integrations” tab placed on the left-hand side.
Step 2: Look for the “HubSpot” tab and toggle the button towards the right to enable the integration.

After Enabling integration, every participant registering for the Airmeet event will now be added to your HubSpot contacts.


HubSpot to Airmeet

Sync & Register HubSpot contacts with Airmeet event using "Add Contact to Airmeet" Actions in workflows

Use Actions in HubSpot workflows to pull registrant's data into Airmeet events and get themself registered for an event.

Important Note: To integrate HubSpot with Airmeet, you need access to Workflows. These are available on the HubSpot Sales, Marketing, or Service Professional plans.



Set up workflow on HubSpot


Step 1: Connect the HubSpot application with Airmeet from the Integrations tab.

Community dashboard > Integrations > Apps >HubSpot applications > Connect > Login & Authenticate.


Add Airmeet application Actions in workflows

Step 2: Go to the workflow tab in HubSpot and click on "Create workflow".

Step 3: Select "Start from scratch" and click on "Contact-based" workflow (recommended).

Step 4: Select "Blank workflow" to choose your own triggers and actions under the "How do you want this workflow to start" section and click on "Next"


Step 5: Setup triggers according to your requirements and posts that click on the "+" icon to add Airmeet Action.

Step 6: Select the "Add contacts to Airmeet" action from the "Choose an action" section.


Step 7: Select or search the Airmeet event name on which contacts need to be registered.


Step 8: After creating your workflow, kindly click on the "Review & publish" to make the workflow go live.

After successfully connecting HubSpot workflow with the Airmeet event, Participant data on HubSpot will be auto-registered for your event. An automated email invite including a unique link for the event will be sent.

Important Note:

Ensure that the Airmeet Entry Rules are set as desired. While all available options can be used, if you want to limit access to participants added from HubSpot, we recommend selecting 'Only invited participants' or 'Anyone with event link after logging in' to caputure the email id.

Disconnect Application from Airmeet & HubSpot.
To disconnect your HubSpot integration with Airmeet you would need to disable the integration from the Airmeet community dashboard and from the HubSpot marketplace as well.

Disconnect  from Airmeet
Step 1: Go to the Integrations tab under the Community dashboard.
Step 2: Look for HubSpot integration and click on the "edit" or "view details" button.
Step 3: Click the "Disconnect" button to disable the HubSpot & Airmeet integration.

Uninstall the application from the HubSpot marketplace
Step 1: Click on the Marketplace icon placed at the right-hand side corner or search for "All integration" from the search bar.
Step 2: Click on Manage apps and look for the "Airmeet" application.
Step 3: Click on "More" and then select "Uninstall".

Note: Uninstalling the application won’t delete any existing Airmeet App data in HubSpot, but it will no longer be updated.






Points to keep in mind

  • Only the Name and Email of the participant will be added to Airmeet. Custom Fields will not be added.

  • Contacts in HubSpot can be filtered based on the Airmeet Name property. Direct Access Link for the event will be added to the contact properties in HubSpot.

  • Participants registered for the Airmeet Event before enabling this integration for the event will not be added automatically. You have to export from Airmeet and upload a CSV file in HubSpot to add those participants.

    Event Dashboard > Event Entry & Participants Tab > Under Participants > Download List.





Need more help? Contact support@airmeet.com or visit our 24*7 Support Lounge.