Hubspot

Event Organisers can choose to connect their Hubspot account with Solidrock. This integration will allow Solidrock to create and populate a list with the Hubspot account, subscribing users to the list and utilising custom properties with relevant details to indicate the users specific events, roles (e.g. are they a Lead Booker, Group Coordinator etc.) and other pertinent information such as which Groups or Teams do they belong to. Having this detail available within Hubspot enables event organisers to segment and communicate to specific people, key information about the event.

What Syncs to Hubspot

Contacts are automatically created and updated

All accounts with roles in this event are synced as contacts with standard properties including name, email, phone, address.

Whenever an account type is added or changed for a Solidrock account, or an association to a team or group is made or deleted, the relevant contact in Hubspot is created or updated and tagged with the relevant information.

List Auto-Created

A dedicated list for this event is created in this format:

{ Event Name } - { Organisation Name } - Solidrock

Custom Properties Created

Role and assignment data is stored in custom properties:

• { Event Order Reference Prefix }_role
• { Event Order Reference Prefix }_lead_teams
• { Event Order Reference Prefix }_member_teams
• { Event Order Reference Prefix }_groups

How to Use

In Hubspot, create lists using property filters. For example: Filter where { Event Order Reference Prefix }_role contains "Team Member" and { Event Order Reference Prefix }_member_teams contains specific team name to send an email to all team members of a specific team. Or filter where { Event Order Reference Prefix }_groups contains "Group Coordinator" to send an email to all group coordinators.