The sync is one-way: from Confetti to HubSpot.
First, you connect HubSpot to your workspace. Then you activate the sync on each event.
Step by step
1) Go to Integrations in Confetti
Open your Confetti workspace.
Click `Settings` β `Integrations`.
Choose HubSpot.
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βImportant: do not choose the option called Tracking Code.
2) Connect to HubSpot
Click `Connect to HubSpot`.
Log in to HubSpot if needed.
Select the correct HubSpot organization and click `Connect`.
Confirm in Confetti that the connection is Active.
3) Activate sync on an event
Open the event in Confetti.
Go to `Settings` β `Integrations` β `HubSpot`.
Turn on Connect and Sync.
What happens now?
All participants from that event are sent to Contacts in HubSpot
A Marketing Event is created in HubSpot with the same name as your Confetti event.
Verify in HubSpot
Log in to HubSpot.
Go to `Marketing` β `Events`.
Find your event and open it.
View registrations and status.
What is synced
Contacts
Email, first name, last name, phone, company.
Confetti uses email as the key. If the contact already exists, it is used. Otherwise, it is created.
Companies
Confetti searches by exact name. If it does not exist, it is created. The contact is linked to the company.
Marketing Event
Created/updated with name, times, URL, and organizer. The eventβs ID in Confetti is used as the external reference.
Event status per contact
Registered: the person has a ticket, is registered, or on the waitlist.
Attended: the person has been checked in.
Cancelled: other cases, e.g. canceled.
When does it sync?
Immediately when you turn on Connect and Sync on the event.
Continuously when tickets are created, updated, checked in, or canceled.
If a person changes email, the status on the old contact is updated, and the new one is linked correctly.
FAQ
I have several HubSpot accounts. Which one is used?
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Choose the organization during connection in step 2. You can change by reconnecting.
βCan I connect multiple events to HubSpot?
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Yes. Activate `Connect and Sync` per event via `Settings` β `Integrations` β `HubSpot`.
Nothing happens after I connected.
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Check that the integration is Active and that the event has Connect and Sync enabled.
A person is not syncing.
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Is the email missing in Confetti? Add the email and save.
Companies become duplicates.
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Merge duplicates in HubSpot if needed.
Tips π‘
Always require Email and Company in registration.
Use on-site check-in to get Attended.
Follow up in `Marketing` β `Events` in HubSpot after the event.