WOEXA and Hubspot
WOEXA and Hubspot are very similar tools, however, WOEXA has a couple of it’s own little quirks that compliment Hubspot capabilities perfectly. So, if you’ve decided to use the two (good choice), read below to see how you can integrate WOEXA into your Hubspot CRM.
CRM Integration
Our Hubspot plugin automatically directs your website traffic to your CRM in real-time! Working with Hubspot, we’ve tried to bridge the gap between sales and marketing teams to allow for more effective sales conversions. With WOEXA and Hubspot, you can efficiently send information about all your leads directly to the sales team.
So, if you’re ready to get set up, just follow the steps below:
- Open up the Google Chrome Web Store and search for the WOEXA Sales Gui. If you’ve already got this installed, skip straight to step 3.
- Once you’ve found it, click ‘Add to Chrome’. You may need to restart Google Chrome to give it a kickstart.
- You’re ready to log into your CRM and open up a contact/ lead. You should now see the following appear:
With the WOEXA CRM Integration, you’ll now be able to see the company details and contact information associated with that lead. This can be found on the profile tab. If you want to see how they’re interacting with your site, click on ‘Web Activity’ to see the contact’s tags, downloads and page views. There’s also a ‘Company News’ tab which also shows information on their company. Finally, you can view the profile in full detail by clicking ‘View Contact in WOEXA’ and this profile will open in your dashboard.
Email Integration
WOEXA integrates with almost all email platforms by creating ‘individual URL links’ for each visitor. In order to do so, your mail platform needs the ability to send personalised emails to each individual recipient. Almost all email platforms support this. However, this functionality has different names in different platforms: ‘Merge Tags’, ‘Merge Fields’, ‘Personalisation’ are just some of the terms that we’ve come across.
WOEXA supports the following fields:
First Name
- Last Name
- Email Address
- Company Name
- Phone Number
Simply identify the ‘tags’ used by Hubspot (Example some platforms use @Email@ for Email Address, other platforms use |EmailAddress| etc… and for every link in your email you need to create a “WOEXA Integration” URL. This URL should look like this:
[http://YOUR_URL?ce=[Email][Merge Tag]&cfn=[First Name Merge Tag]&cln=[Last Name Merge Tag]&cc=[Company Merge Tag]&cph=[Phone Number Merge Tag]
When your email is sent then your mail platform will replace these Merge Tags with the correct values. We recommend testing this before you send!
If you’re also creating landing pages using Hubspot, you’ll want to put your WOEXA tracking on these as well as your main website.
You can paste the WOEXA tracking code (contact help@woexa.com if you don’t have this) into the Site Header HTML box.
