HubSpot lead generation using an email subject line tester with SparkReaction

SparkReaction is an inbound marketing agency and a HubSpot Partner. They were highlighted on a recent episode of the Hubcast, which is where I learned about them. After checking out SparkReaction’s website, I thought that they would make a great case study for lead generation.

Lead generation ideas for SparkReaction

Here are some of the lead generation ideas I came up with for SparkReaction.

“Sign in with HubSpot” to check HubSpot feature adoption

One of SparkReaction’s featured eBooks is called HubSpot Home Runs: 6 Winning Features You Might Not Be Using.

Along with having a downloadable eBook that discusses 6 under-the-radar HubSpot features, SparkReaction could also offer a “Sign in with HubSpot” tool. This tool would allow visitors to sign in with their HubSpot account and then it would automatically check to see if the 6 features discussed in the eBook are being utilized.

“Sign in with HubSpot (or Google Analytics)” to analyze website data

The SparkReaction eBooks library is divided into two sections:

  1. Inbound Marketing
  2. Web Design

Their web design eBook An Introduction to Growth Driven Design: The New Gold Standard focuses on using a data-driven approach.

With this focus on data and metrics, SparkReaction could try offering a “Sign in with HubSpot (or Google Analytics)” tool that would analyze a person’s website data and give them suggestions, and perhaps compare their data to industry benchmarks.

Email subject line tester

This last idea was inspired by SparkReaction’s recent blog post How to Make Your Monthly Newsletter Truly Valuable. The post talks about the importance of subject lines and gives some pointers on how to write a good one.

SparkReaction could offer their website visitors a subject line tester tool. People would enter a subject line, click a button and get specific recommendations on how to improve that subject line based on best practices.

I decided to choose this idea as the one to build out for this case study.

How to make an email subject line tester

Here are the steps I took to build an email subject line tester that SparkReaction could use to generate more leads.

Research subject line best practices

After doing some research, here is the list I compiled of some subject line best practices:

  • Keep your subject line to 50 characters or fewer
  • Consider asking a question and ending with a “?”
  • Consider starting with a number (ex: “10 tips for…”)
  • Consider including the word “you” or “your”
  • Avoid words or phrases that use all capital letters
  • Avoid using the following words, phrases or characters:
    • free
    • percent off
    • help
    • reminder
    • cancelled
    • Re:
    • Fwd:
    • Fw:
    • %
    • $
    • !

While this list is not exhaustive, it’s a good starting point.

Create the visual design

Next, I designed the first screen that people would see when they visited the page.

sparkreaction-subject-line-tester-screenshot

Then I did a quick mock up of what the screen would look like once someone submitted the form.

sparkreaction-email-subject-line-tester-suggestions

Make the design actually work

Now that I knew what it was going to look like, I could write the behind-the-scenes code that would make it all work.

Use the form below to download the code file.


Your turn

The code file from the form above is actually not styled. That way, you can style it to work for your brand.

This “Email subject line tester” tool could be repurposed for more general uses as well. Because really, all this tool does is allow someone to enter some text and then the tool will check whether or not the text has certain attributes that you define.

Ways to adapt this lead generation tool

I can see this type of “enter some text and get suggestions about it” tool being used for a wide variety of things. For example:

  • blog post headlines
  • advertising copy
  • longer form text that includes multiple paragraphs

Anything that your target customer has to write on a regular basis could be a good candidate.

Things that computers are good at looking for in text

Once you know what kind of text you want to analyze for your target customer, the next step would be knowing what types of “filters” you can put it through to make suggestions about it.

Since you might not be a computer programmer like me, here is a list of some of the ways you can analyze text using a computer:

  • check for the presence of a word, phrase or character (symbol)
  • check the number of characters for a given piece of text
  • check how the text is capitalized
  • check if a word or phrase uses only letters, only numbers or both
  • check for how frequently words, phrases or characters are used

There are even more ways to analyze text, but this covers a lot of the big ones.

Good luck

I hope you’ll be able to apply this idea to your own business to help you generate more leads.

Your target customer is probably having to write every single day. If you can help them with that process, they will be glad to give you their contact information and become a lead.

Calculate how many of each persona you have for the companies in HubSpot CRM


ROI for completing this tutorial

  • Time: 24 minutes
  • Cost: $0
  • Return on investment: Get more customers by knowing which companies you should focus on

In the HubSpot CRM, you can associate a contact with a company.

This tutorial will let you see how many of each persona you have for every company.

Email the file to yourself

  1. Send yourself the required file for this tutorial

  2. Check your inbox
  3. Download the attachment from the email when it arrives
  4. No need to open the file, just move it to your Desktop

Create a free x10Hosting account

  1. Go to https://x10hosting.com/#create
  2. Follow the prompts on the screen
  3. Check I agree and click Submit

Confirm your x10Hosting account

  1. Check your inbox
  2. Open the Email Confirmation email from x10Hosting
  3. Click the confirmation link
  4. Click the Continue button
  5. Wait for your account to process
  6. Click the Continue button

Set up your x10Hosting account

  1. Enter your first name
  2. Click Continue
  3. Click Continue again
  4. Click Open cPanel
  5. Click the Add Website button
    • Choose a Website Name
    • No need to change the Domain
    • Leave Address Path blank
    • Click the Add Website button
  6. Click Continue to My Websites

Upload the file

  1. Go to https://x10hosting.com/sso/main
  2. Click Open cPanel
  3. In the top-right, click Switch Theme
    • Click Switch to cPanel x3 (or click Keep cPanel x3)
      • You may need to Sign in and click Open cPanel again
  4. Under Files, click File Manager
    • If Directory Selection pops up, select Web Root (public_html/www) then click Go
  5. In the top menu, click the Upload icon
  6. Click Choose File
  7. Find and select the calculate-personas-of-company-contacts.php file
  8. Wait until you see “complete” in the bottom-right status
  9. Click the Go Back to “/home/your_username/public_html” link

Open the file in the Code Editor

  1. In your File Manager, click calculate-personas-of-company-contacts.php to highlight it in blue
  2. Click the Code Editor icon
  3. If you see an option to “Select the character encoding to use when you open this file:”
    • Make sure utf-8 is selected
    • Click the Edit button

Add your HubSpot API key to the file

  1. Go to https://app.hubspot.com/keys/get
  2. Click Generate New Key (or View Key)
  3. Click Copy to clipboard
  4. Go back to the cPanel X Code Editor tab in your browser
  5. On line 3, paste your key between the quotation marks

Example:

<?php

$hubspotApiKey = "8bd83ea5-3222-4b40-9a9f-67f92c66e930";

Find the internal values of your Persona contact property

  1. Go back to where you copied your HubSpot API key
  2. In the top menu, on the far left drop-down, select Sales (not Marketing)
  3. In the top menu, click on Settings
  4. Click Manage properties to go to the Contact Properties screen
  5. Find the Persona property and click on it
    • Click Edit options
    • If you don’t see an INTERNAL VALUE column, click Show internal values

Add your persona internal values to the file

  1. Copy each internal value
  2. Go back to the Code Editor
  3. Starting on line 6, paste an internal value wherever you see REPLACE_WITH_PERSONA_INTERNAL_VALUE
  4. The file has “placeholders” for 10 personas (lines 6-15)
    • If you have less than 10 personas, delete any unused placeholder lines
    • If you have more than 10 personas, copy the last placeholder line and paste it as many times as you need

Example with 5 personas:

<?php

$hubspotApiKey = "8bd83ea5-3222-4b40-9a9f-67f92c66e930";

$personasAndTheirCorrespondingCompanyProperties = array(
  array('personaInternalValue' => 'persona_1', 'companyPropertyInternalName' => 'REPLACE_WITH_COMPANY_PROPERTY_INTERNAL_NAME'),
  array('personaInternalValue' => 'persona_2', 'companyPropertyInternalName' => 'REPLACE_WITH_COMPANY_PROPERTY_INTERNAL_NAME'),
  array('personaInternalValue' => 'persona_3', 'companyPropertyInternalName' => 'REPLACE_WITH_COMPANY_PROPERTY_INTERNAL_NAME'),
  array('personaInternalValue' => 'persona_4', 'companyPropertyInternalName' => 'REPLACE_WITH_COMPANY_PROPERTY_INTERNAL_NAME'),
  array('personaInternalValue' => 'persona_5', 'companyPropertyInternalName' => 'REPLACE_WITH_COMPANY_PROPERTY_INTERNAL_NAME'),
);

Create a new company property for each persona

  1. In the top menu of your HubSpot Sales screen, click Settings
  2. In the left sidebar, click Companies
  3. Click the Manage properties button
  4. Click Create new property
  5. Enter a Label that tells you what persona this is for
    • This could be something like “Marketing Mary” or “Veteran marketing professional”
  6. Click Save property
  7. Repeat steps 4 through 6 for each persona

Add these company properties to your file

  1. Click on each property you just created
  2. Copy the Internal name
  3. Go back to the Code Editor
  4. Starting on line 6, paste an internal name wherever you see REPLACE_WITH_COMPANY_PROPERTY_INTERNAL_NAME
  5. Make sure each property matches the persona that you pasted in earlier

Example with 5 personas:

<?php

$hubspotApiKey = "8bd83ea5-3222-4b40-9a9f-67f92c66e930";

$personasAndTheirCorrespondingCompanyProperties = array(
  array('personaInternalValue' => 'persona_1', 'companyPropertyInternalName' => 'marketing_mary'),
  array('personaInternalValue' => 'persona_2', 'companyPropertyInternalName' => 'salesperson_steve'),
  array('personaInternalValue' => 'persona_3', 'companyPropertyInternalName' => 'developer_dave'),
  array('personaInternalValue' => 'persona_4', 'companyPropertyInternalName' => 'project_manager_paula'),
  array('personaInternalValue' => 'persona_5', 'companyPropertyInternalName' => 'designer_debbie'),
);

Save and close the file

  1. In your Code Editor, click the Save button in the top-right
  2. Click the Close button in the top-right
  3. You can also close your cPanel File Manager

Test the file

  1. Open a new tab and paste http://MYDOMAIN.x10host.com/calculate-personas-of-company-contacts.php in the address bar
  2. Replace MYDOMAIN.x10host.com with your x10Hosting domain
  3. Press Enter to load the web page
  4. Wait a minute or two until you see Personas calculated successfully
  5. Go to a company in HubSpot to see if the persona counts were added correctly to the properties you created

Create a cron job to run the file on a daily basis

  1. Go to https://x10hosting.com/sso/main and click Open cPanel
  2. Scroll down to Advanced and click Cron Jobs
  3. Under Add a New Cron Job, use the Common Settings drop-down to select Once Per Day
  4. In the Command field, enter:
    wget http://MYDOMAIN.x10host.com/calculate-personas-of-company-contacts.php
  5. Replace MYDOMAIN.x10host.com with your x10Hosting domain
  6. Click the Add New Cron Job button

Conclusion

Congratulations. You have completed this tutorial.

Every night at midnight, the file will calculate how many of each persona you have for the companies in your HubSpot CRM. It will store each persona count in the company properties that you created.

This will help you get more customers by knowing which companies you should focus on.

 

Thanks to the following people for giving support and feedback for this tutorial:

Calculate time between “Became MQL” and “Became SQL” for HubSpot contacts


ROI for completing this tutorial

  • Time: 19 minutes
  • Cost: $0
  • Return on investment: Learn who your best customers are so you can get more of them

This tutorial will teach you how to calculate the number of days it takes for your HubSpot Contacts to move from Marketing Qualified Lead to Sales Qualified Lead.

This will help you understand who your best customers are. You can then adjust your marketing and sales to get more of these ideal customers.

Email the file to yourself

  1. Send yourself the required file for this tutorial

  2. Check your inbox
  3. Download the attachment from the email when it arrives
  4. No need to open the downloaded file, just move it to your Desktop

You should now have a file called calculate-days-between-becoming-mql-and-sql.php on your computer’s Desktop.

Upload the file

  1. Sign in to x10Hosting (or create a free account)
  2. Click the Open cPanel button
  3. Click Switch Theme in the top-right
    • Click Switch to cPanel x3 (or click Keep cPanel x3)
      • You may need to Sign in and click Open cPanel again
  4. Under Files, click File Manager
    • If Directory Selection pops up, select Web Root (public_html/www) then click Go
  5. Click the Upload icon in the top menu
  6. Click Choose File
  7. Find and select the calculate-days-between-becoming-mql-and-sql.php file
  8. Wait until you see “complete” in the bottom-right status
  9. Click the Go Back to “/home/your_username/public_html” link

You should now be looking at your File Manager again. You should see that the calculate-days-between-becoming-mql-and-sql.php file has been added.

Open the file in the Code Editor

  1. Click calculate-days-between-becoming-mql-and-sql.php to highlight it in blue
  2. Click the Code Editor icon
  3. If you see an option to “Select the character encoding to use when you open this file:”
    • Make sure utf-8 is selected
    • Click the Edit button

Add your HubSpot API key to the file

  1. Go to https://app.hubspot.com/keys/get
    • You might need to log in to HubSpot
  2. Click Generate New Key (or View Key)
  3. Click Copy to clipboard
  4. Go back to the cPanel X Code Editor tab in your browser
  5. On line 3, paste your key between the quotation marks
    <?php
    
    $hubspotApiKey = "8bd83ea5-3222-4b40-9a9f-67f92c66e930";
  6. Click the Save button in the top-right
  7. Click the Close button in the top-right
  8. Close any other x10Hosting (or cPanel) tabs in your browser

Create a new Contact property

  1. Go back to where you copied your HubSpot API key
  2. In the top menu, on the far left drop-down, select Marketing (not Sales)
  3. In the top menu, click on the Contacts drop-down
  4. Click Contacts Settings
  5. Click the Create new property button
  6. In the Label field, enter Days between becoming MQL and SQL
  7. Make sure Internal name is days_between_becoming_mql_and_sql
  8. Click the Save property button

Create a new workflow

  1. In the top menu, click on the Contacts drop-down
  2. Click Workflows
  3. Click the Create new workflow button
  4. In the Workflow name field, enter Calculate days between becoming MQL and SQL
  5. Under Choose a type of workflow, select Standard
  6. Click the Create a new workflow button

Define the starting conditions of your workflow

  1. To the left of “enroll contacts when they meet these criteria:”, make sure Automatically is selected from the drop-down
  2. Underneath Automatically, click Contact property
  3. In the drop-down underneath Contact property, select Became a Sales Qualified Lead Date
  4. Select the is known option
  5. Click the Done button
  6. Underneath Automatically, you should now see “The contact property Became a Sales Qualified Lead Date is known.”
  7. Click the Change link next to “Contacts will be enrolled the first time they meet the criteria above.”
    • Check the box next to Allow contacts to be reenrolled when the following occur:
    • Make sure They are manually enrolled is checked
    • Check the box next to The contact property Became a Sales Qualified Lead Date is known.
    • Click the Done button
  8. Select the check box next to “Enroll contacts who already meet these criteria.”
  9. Click the Save button

Add an action to your workflow

  1. Place your mouse over the Workflow end box so that Add action or delay is visible above it
  2. Click on Add action or delay
  3. Select Trigger a webhook from the drop-down
  4. Select POST from the next drop-down
  5. In the Enter webhook URL field, enter http://MYWEBSITE.x10host.com/calculate-days-between-becoming-mql-and-sql.php
  6. Replace MYWEBSITE.x10host.com with your x10Hosting domain, which you can find by going to https://x10hosting.com/sso/main and looking next to “Your domain:”
  7. Leave Use authentication? unchecked
  8. Click the Save button

Test your workflow

  1. In the top-right of your workflow screen, click the Test link
    • In the drop-down, search for and select a contact that you know has reached the Sales Qualified Lead stage
    • Click Enroll contact
    • Click the Close button under the Contact enrolled success message
  2. In the top menu, use the Search bar to look up the contact you just enrolled and go to their profile
  3. Click View all properties (or Properties) in the left sidebar
  4. The Days between becoming MQL and SQL property should now be set

Activate your workflow

  1. Go back to your Calculate days between becoming MQL and SQL workflow
  2. At the top, underneath the workflow name, toggle the active status switch to ON

Conclusion

Congratulations on completing this tutorial.

You can now calculate the numbers of days it takes for your Contacts to move from MQL to SQL.

This will help you understand who your best customers are. You can then adjust your marketing and sales to get more of these ideal customers.

 

Thanks to the following people for giving support and feedback for this tutorial:

Distribute HubSpot leads evenly to a sales team


ROI for completing this tutorial

  • Time: 21 minutes
  • Cost: $0
  • Return on investment: 5-20 hours saved every month

Assigning HubSpot leads manually to your sales team can be a big time waster. And it’s difficult to make sure that leads are distributed evenly.

This tutorial will show you how to assign leads automatically so that everyone receives the same number of leads.

Email the file to yourself

  1. Send yourself the required file for this tutorial

  2. Check your inbox
  3. Download the attachment from the email when it arrives
  4. No need to open the downloaded file, just move it to your Desktop

You should now have a file called distribute-hubspot-leads-evenly.php on your computer’s Desktop.

Upload the file

  1. Sign in to x10Hosting (or create a free account)
  2. Click the Open cPanel button
  3. Click Switch Theme in the top-right
    • Click Switch to cPanel x3 (or click Keep cPanel x3)
      • You may need to Sign in and click Open cPanel again
  4. Under Files, click File Manager
    • If Directory Selection pops up, select Web Root (public_html/www) then click Go
  5. Click the Upload icon in the top menu
  6. Click Choose File
  7. Find and select the distribute-hubspot-leads-evenly.php file
  8. Wait until you see “complete” in the bottom-right status
  9. Click the Go Back to “/home/your_username/public_html” link

You should now be looking at your File Manager again. You should see that the distribute-hubspot-leads-evenly.php file has been added.

10420115256

Open the file in the Code Editor

  1. Click distribute-hubspot-leads-evenly.php to highlight it in blue
  2. Click the Code Editor icon
  3. If you see an option to “Select the character encoding to use when you open this file:”
    • Make sure utf-8 is selected
    • Click the Edit button

The Code Editor should open in a new tab or window.

10550115309

Add your HubSpot API key to the file

  1. Go to https://app.hubspot.com/keys/get
    • You might need to log in to HubSpot
  2. Click Generate New Key (or View Key)
  3. Click Copy to clipboard
  4. Go back to your Code Editor tab
  5. On line 5, paste your key between the quotation marks

10270115312

Insert the email addresses of the people you want to assign leads to

Go back to the tab or window where you copied your HubSpot API key.

In the top-right corner, click on your profile picture, which will bring up a menu. On that menu, click on “Settings”.

Screen Shot 2015-10-02 at 8.15.37 AM

In the left sidebar, click on “Users”.

Screen Shot 2015-10-02 at 8.17.35 AM

You will be taken to a screen that looks like this.

Screen Shot 2015-10-02 at 10.44.11 AM

If there is someone that you want to assign leads to who is not currently listed on this Users page, add them by clicking the “Add user” button.

Screen Shot 2015-10-02 at 8.19.17 AM

Once you’ve done that, take a moment to double-check that every person you want to assign leads to is listed on that page as a User for your HubSpot account.

Copy the email address of every person that you want to assign leads to and paste it between the quotation marks on line 8 of your “distribute-hubspot-leads-evenly.php” file. Put a comma (“,”) after every email address except the last one.

Screen Shot 2015-10-02 at 8.21.05 AM

When you paste between the quotation marks on line 8, the format should look something like this:

john@gmail.com,sarah@gmail.com,michael@gmail.com

Screen-Shot-2015-10-02-at-8.23.58-AM

 

If you want to add more people in the future, you’ll need to create a User account for them using the “Add user” button and then paste their email just like you did with the others in your “distribute-hubspot-leads-evenly.php” file. (Make sure there’s always a comma after every email address except the last one.)

Save your changes

In your “Code Editor” tab or window, click the “Save” button in the top-right corner. (Always remember to save your changes like this when you are editing files in the Code Editor.)

Screen Shot 2015-10-02 at 8.26.27 AM

You may now close your Code Editor tab or window by clicking the “Close” button in the top-right. You can also just close it like a normal browser window assuming you have saved your changes.

Test the file

Whew! You are all done with editing code in the file. Hopefully that wasn’t too painful for you.

Your “distribute-hubspot-leads-evenly.php” file is now live and ready to go. Let’s test it to see if it works. We’re going to do that by visiting the file in our web browser just like a normal web page.

IMPORTANT: When you run the file, any current Contacts in your HubSpot account that do not currently have an “Owner” will automatically have one assigned to them based on the email addresses you entered on line 8 of the file. These assignments will be distributed evenly among all of the emails you entered.

Determine the URL of the file

Go back to your x10Hosting cPanel tab or window. At the top of the “Stats” section, find your “Main Domain”. It should have the format of: YOURDOMAIN.x10host.com

Screen Shot 2015-10-02 at 8.27.50 AM

Open a new browser tab or window. Type in your Main Domain in the address bar and add the path the your “distribute-hubspot-leads-evenly.php” file. Assuming that you uploaded it to your “public_html” folder like I did in this tutorial, the format for the URL that you type into your address bar will look like this:

YOURDOMAIN.x10host.com/distribute-hubspot-leads-evenly.php

Screen Shot 2015-10-02 at 8.29.51 AM

Visit the file like a web page

Once you have typed in the URL correctly, press the Enter key on your keyboard to visit this URL.

It might take a minute or two for this page to load depending on how many unassigned Contacts you had in your HubSpot account. Eventually, you should see a success message.

Screen Shot 2015-10-02 at 8.31.28 AM

Add a few test Contacts in HubSpot and then refresh your “distribute-hubspot-leads-evenly.php” page in your browser. Then, take a look at the test Contacts you created to make sure that the Owners are being assigned correctly.

Schedule the file to run every 15 minutes

Your file is working now. When you create test contacts and then visit the file in your browser, those new contacts should have Owners assigned to them.

But the whole goal of this tutorial is to remove the need for manual lead assignment. So, we are going to set up a schedule for the file so that it runs every 15 minutes (or whatever time interval you want.)

Add a new cron job

A cron job is just a fancy term that essentially means “make something happen repeatedly.”

Go back to your x10Hosting cPanel tab or window. Under the “Advanced” section, click on “Cron Jobs”.

Screen Shot 2015-10-02 at 8.32.58 AM

In the “Add a New Cron Job” section, enter the settings below, then click the “Add New Cron Job” button.

  • Minute: */15
  • Hour: *
  • Day: *
  • Month: *
  • Weekday: *
  • Command: wget http://YOURDOMAIN.x10host.com/distribute-hubspot-leads-evenly.php

Screen Shot 2015-10-02 at 8.35.54 AM

Make sure you replace “YOURDOMAIN” so that it matches your x10Hosting Main Domain.

Please note: If you have more than 10,000 Contacts in your HubSpot account, you are going to need to set your schedule to a less frequent interval like once an hour or twice a day. The reason for this is, HubSpot has daily limits for how many times you can look up information in their system. So if you have more than 10,000 Contacts, use the “Common Settings” dropdown in the “Add a New Cron Job” section to select a time interval that works for you.

Test this new schedule

Create a test Contact in your HubSpot account. Wait 15 minutes, or whatever schedule you set, and then see if the Owner of that contact was assigned correctly.

Conclusion

You’ve done it! Congratulations on completing this tutorial.

As I said at the beginning, it’s important to make sure your incoming leads get distributed evenly to your sales team. And now, as the amount of leads you get increases, you will have no problem getting all of those new leads assigned.

What are you going to do with all this free time now that you don’t have to manually assign leads to your sales team? I hope you’ll be able to focus on the more important areas of your department.

Now that you’ve invested the time to go through this tutorial, you can enjoy the benefit of saving hours and hours every month.

 

I’d like to thank the following people for giving their support and feedback for this tutorial:

RSS feed for HubSpot blog posts by a single author

Instructions

  1. Download the “author-rss.php” file using the form below. 

  2. Upload the “author-rss.php” file to your web host.
  3. Edit the “Configuration” section of your “author-rss.php” file so that it includes the following items:
    • Your HubSpot API key
    • The ID of the blog you want to use for this RSS feed
    • The slug of the author you want to use for this RSS feed
  4. Navigate to your “author-rss.php” file in your web browser.

Original feature request

https://hubspot.uservoice.com/forums/76407-general-hubspot-ideas/suggestions/6662617-cos-blog-author-rss-feed

The blog and tag RSS feeds are incredibly useful for implementing a COS blog – especially when the blog is designed with “non-standard” behavior. It would be nice to also have an author RSS feed. Eg: http://blog.mysite.com/blog/author/author-slug/rss.xml (similar to http://blog.mysite.com/blog/topic/topic-slug/rss.xml).

Add new WordPress Users to HubSpot

Instructions

  1. Download the “add-new-wordpress-users-to-hubspot.php” file using the form below.

  2. Unzip the file then upload the “add-new-wordpress-users-to-hubspot” folder to your “/wp-content/plugins” folder on your WordPress site.
  3. Open your “add-new-wordpress-users-to-hubspot.php” file inside of your “add-new-wordpress-users-to-hubspot” folder and underneath “Configuration”, enter your HubSpot API key.
  4. Go to the Plugins page in your WordPress account and activate the “Add new WordPress users to HubSpot” plugin.
  5. Create a test WordPress User and then see if it was added to your HubSpot account.

Original feature request

https://twitter.com/handythinks/status/631560455065092096

How about a WordPress registration to HubSpot connector? Someone registers as a user for a membership/ecommerce user/ or other member type, becomes lead in HubSpot.

Chris’ “HubSpot To Go” Podcast

http://www.togo.fm/series/hubspot-to-go/

Use HubSpot VID as a Contact Property

Instructions

  1. Create a new Contact property in your HubSpot account called “Copy of VID”.
  2. Download the “sync-vid-as-contact-property.php” file using the form below. Then, upload it to your web host.

  3. Open your “sync-vid-as-contact-property.php” file and in the “Configuration” section, enter your HubSpot API key.
  4. In the “Configuration” section, enter the Internal Name of the property you created in Step 1.
  5. Run this script by going to your “sync-vid-as-contact-property.php” file in your web browser. It will take a few minutes to load.
  6. Check your Contacts to see if the “Copy of VID” property is now set to each Contact’s corresponding VID.
  7. In order to keep the “Copy of VID” property synced for current and future Contacts, create a new Standard Workflow called “Sync VID as Contact Property”.
  8. Edit the workflow’s start so that Contacts are enrolled automatically when the “Copy of VID” Contact property is unknown.
  9. Add a “Trigger a webhook” action to the workflow. Select the GET method. For the webhook URL, enter the full URL of your “sync-vid-as-contact-property.php” file.
  10. Create a new Contact in your account. After a few minutes, go to the Contact’s properties and double-check that “Copy of VID” was set correctly by the workflow.

Original feature request

https://hubspot.uservoice.com/forums/76407-general-hubspot-ideas/suggestions/6243558-assign-unique-contact-id-or-use-the-vid-that-alre

Enabling use of the vid (HubSpot’s visitor identification number) would let us do a multitude of things internally.

Everything from incentivized Friend referral programs to eCommerce Discounts to deeper Lead Scoring tracking techniques.

Create HubSpot CRM tasks in workflows

Instructions

  1. Download the “create-hubspot-task-in-workflow.php” file using the form below. Then, upload it to your web host.

  2. Open your “create-hubspot-task-in-workflow.php” file. In the “Configuration” section, enter the description that the task will have.
  3. In the “Configuration” section, enter a random username and password.
  4. In the “Configuration” section, enter your HubSpot API key.
  5. Open a workflow and add a “Trigger a webhook” action at the point where you want the task to be created.
  6. Select “POST” for the webhook’s method.
  7. For the webhook’s URL, enter the full URL of your “create-hubspot-task-in-workflow.php” file, making sure to start with “http://” or “https://”.
  8. Check the webhook’s “Use authentication?” option. Then, enter the username and password that you created in Step 3 of these instructions.
  9. Save this new webhook action, then enroll a test contact in the workflow.

Original feature request

https://hubspot.uservoice.com/forums/76407-general-hubspot-ideas/suggestions/6488166-create-hubspot-crm-tasks-in-workflows

Right now users can create a Salesforce Task within a workflow. It would be super cool to also create a HubSpot CRM task.

The uses are endless. But two examples are:
1. Sales users could then add a contact to a prospecting workflow involving a number of calls and emails.
2. Tasks for a sales user to follow up on content downloads could be automatically assigned.

Add “Log in with Facebook” Button to Landing Pages and Blogs in HubSpot

INSTRUCTIONS:
1. Download the “log-in-with-facebook.php” file using the form below. Then, upload it to your web host.


2. Open your “log-in-with-facebook.php” file and enter the full URL of that file in the “Configuration” section.

3. Enter your Thank You page URL in the “Configuration” section of your “log-in-with-facebook.php” file.

4. Enter your HubSpot API key in the “Configuration” section of your “log-in-with-facebook.php” file.

5. Go to https://developers.facebook.com/docs/apps/register#developer-account and create a Facebook developer account.

6. Go to https://developers.facebook.com/docs/apps/register#create-app and create a new Facebook app.

7. Get the App ID and App Secret of your Facebook app and enter them in the “Configuration” section of your “log-in-with-facebook.php” file.

8. Go to the Advanced tab in your Facebook app’s Settings and enter the full URL to your “log-in-with-facebook.php” file in the “Valid OAuth redirect URIs” field.

9. You can now link to your “log-in-with-facebook.php” file just like a normal web page. There are a few different buttons you can use at http://stackoverflow.com/questions/13450192/official-facebook-connect-button-as-png.
ORIGINAL FEATURE REQUEST:
https://hubspot.uservoice.com/forums/76407-general-hubspot-ideas/suggestions/3274844-add-a-new-module-integrate-login-with-facebook

A lot of people are using the “Login with Facebook” button to connect their Facebook profile with a website, instead of completing the forms with Name, E-mail adress,etc. It’s the easiest way to register & login for extra-content, why Hubspot wouldn’t give this possibility too?

Public Report of All HubSpot Contacts in a List

INSTRUCTIONS:
1. Download the “display-hubspot-contacts-from-list.php” file using the form below. Then, upload it to your web host.


2. Enter your HubSpot API key, the List ID and the Contact properties in the “Configuration” section of your “display-hubspot-contacts-from-list.php” file.

3. Go to your “display-hubspot-contacts-from-list.php” file in your web browser.

ORIGINAL FEATURE REQUEST:
https://hubspot.uservoice.com/forums/76407-general-hubspot-ideas/suggestions/7603839-public-reports

I do not know about anyone else, but not all of my clients themselves use Hubspot, they trust myself and my colleagues to do it. However I would love to give them a report from Hubspot. Especially if it was a report listing all of the contacts in a list.