How to Set Up Advocado for HubSpot

Step-by-step instructions for integrating your Advocado account with HubSpot.

Thank you for your interest in the free Advocado integration for HubSpot. We are confident you will find that the automated click-level call tracking & attribution data Advocado brings to HubSpot along with seamless enhancement of Ad platforms (like Google Ads) through our Offline Conversion Uploads add-on will improve campaign performance and overall marketing ROI. So... Let's get started.

HOW TO USE THIS INTEGRATION

Things You Will Need:

1. Login to your TraaqrSMB account

2. Click Admin Settings

Screen Shot 2018-08-14 at 9.53.47 AM

3. Click Integrations

Screen Shot 2018-08-14 at 9.55.50 AM

4. Find the Integration for HubSpot

Screen Shot 2018-08-14 at 9.55.50 AM-1

5. If you use HubSpot CRM, click the "Also use HubSpot for tracking sales?" checkbox

Screen Shot 2018-08-14 at 9.57.04 AM

6. Click the Connect button.

Screen Shot 2018-08-14 at 9.57.04 AM-1

7. Login to your HubSpot Account.

Screen_Shot_2017-12-12_at_2.20.56_PM.png

7b. If you have more than one HubSpot Account, select the specific account to connect to.  

8. Click Grant Access to allow TraaqrSMB & HubSpot to communicate.

Screen Shot 2018-08-16 at 1.12.37 PM

9. After TraaqrSMB for HubSpot is installed, the Integrations tab in TraaqrSMB will look like this:

Screen Shot 2018-08-14 at 9.54.39 AM

10. After TraaqrSMB for HubSpot is installed, the Integrations tab in HubSpot will look like this:

Screen Shot 2018-08-16 at 1.16.06 PM

11. Make sure you adjust your Activity Filter for Contacts to show TraaqrSMB activities in the timeline.

Screen Shot 2018-08-16 at 1.20.42 PM

12. Make sure you adjust your Activity Filter for Deals to show TraaqrSMB activities in the timeline.

Screen Shot 2018-08-16 at 1.24.41 PM

13. After TraaqrSMB for HubSpot is installed, the Contacts Detail in HubSpot will look like this:

Note: this will only work if the contact has an email address associated with their HubSpot profile.

Screen Shot 2018-08-16 at 1.44.48 PM

14. After TraaqrSMB for HubSpot is installed, the Deals Detail in HubSpot will look like this:

Screen Shot 2018-08-16 at 1.50.07 PM

15. Returning to TraaqrSMB from Advocado, click Admin Settings, Site Settings.

Screen_Shot_2018-06-26_at_4.47.06_PM.png

16. Scroll until you see the Sales Conversions section. Turn on the Track Sales Call feature.

17. Select Connected CRM for Conversions.

18. Click Save Settings.

Screen Shot 2018-08-14 at 11.06.51 AM

Still have questions? We would love to help you get the most of your Advocado integration for HubSpot. Contact us today.