Thank you for your interest in Traaqr for HubSpot. We are confident you will find that the automated click-level call tracking & attribution data Traaqr brings to HubSpot along with seamless optimization of Ad platforms (like Google AdWords) will improve campaign performance and overall marketing ROI. So... Let's get started.
HOW TO USE THIS INTEGRATION
Things You Will Need:
- An account at Traaqr (Sign up for an account if you don't have one)
- An account at HubSpot (Traaqr supports both HubSpot CRM and HubSpot Marketing)
- Contacts entered into HubSpot must each have an email address.
|1. Login to your Traaqr account|
|2. Click Admin Settings|
|3. Click Integrations|
|4. Find the Integration for HubSpot|
|5. If you use HubSpot CRM, click the "Also use HubSpot for tracking sales?" checkbox|
|6. Click the Connect button.|
|7. Login to your HubSpot Account.|
|7b. If you have more than one HubSpot Account, select the specific account to connect to.|
|8. Click Grant Access to allow Traaqr & HubSpot to communicate.|
|9. After Traaqr for HubSpot is installed, the Integrations tab in Traaqr will look like this:|
|10. After Traaqr for HubSpot is installed, the Integrations tab in HubSpot will look like this:|
|11. Make sure you adjust your Activity Filter for Contacts to show Traaqr activities in the timeline.|
|12. Make sure you adjust your Activity Filter for Deals to show Traaqr activities in the timeline.|
13. After Traaqr 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.
|14. After Traaqr for HubSpot is installed, the Deals Detail in HubSpot will look like this:|
|15. Returning to the Traaqr platform, click Admin Settings, Site Settings.||
| 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.
Still have questions? We would love to help you get the most of your Traaqr for HubSpot Integration. Contact us today.