How to personalize your website for HubSpot contact segments

By connecting HubSpot to ConvertFlow, you can now personalize your website for your HubSpot contact segments.

Using ConvertFlow's visual builder, you can design landing pages, forms, popups, surveys, quizzes, sticky bars, embedded content and more, all of which can be dynamically displayed on your website to returning HubSpot contact segments based on conditions.

Dynamically displaying website content for HubSpot contact segments

Once you've connected your HubSpot account, you'll now find these HubSpot targeting condition options: 

  • If person is subscribed to list in HubSpot
  • If person is NOT subscribed to list in HubSpot
  • If person is in workflow in HubSpot
  • If person is NOT in workflow in HubSpot
  • If person is in lifecycle stage in HubSpot
  • If person is NOT in lifecycle stage in HubSpot
  • If person has submitted form in HubSpot
  • If person has NOT submitted form in HubSpot
  • If contact property value matches in HubSpot
  • If contact property value does NOT match in HubSpot

When building a call-to-action in ConvertFlow, to display it only for a certain HubSpot contact segment, head to the Launch page and you'll be able to add HubSpot targeting conditions by clicking "Add Condition".

Click the dropdown field to select a condition type, and you'll now see there are HubSpot targeting conditions to select from.

Select a condition type, enter any additional info needed for the automation and then click "Create Condition".

Once you've clicked to create the condition, it will then display above in the targeting conditions list for that CTA. If you want to delete it, click the "X" icon to the right of the condition.

Personalizing website content with HubSpot contact fields

Using ConvertFlow's personalization merge tags, you display dynamic text content using HubSpot contact fields.
Some ideas for merge tag personalization on your website include:
  • Greeting returning subscribers by their first name to welcome them back to your website
  • Localizing your messaging by mentioning the current subscriber's city, state and country.
  • Displaying the HubSpot contact's custom field interest selections in your website copy

For example: Welcome back ({person.firstname}), are you shopping for your ({person.hubspot.PET_TYPE}) today? Check out our latest ({person.hubspot.PET_TYPE}) toys...

When ConvertFlow syncs a contact record with a HubSpot contact, it pulls in their HubSpot contact fields to populate these personalization merge tags.
In ConvertFlow's CTA builder, when editing text elements, click on the "Personalize" option and you can add preset contact field merge tags, as well as merge tags for your HubSpot custom fields. 

Personalizing funnel outcomes for HubSpot contacts

In ConvertFlow, you can build multi-step funnel pages, forms and surveys that conditionally display personalized outcomes to people based on their progress, as well as based on their contact segmentation in HubSpot.

For example, by using conditional actions, when a returning HubSpot contact on your website engages with a survey, you can display a personalized outcome of that survey based on their current HubSpot lifecycle stage, as well as trigger an automation to submit a specific HubSpot form.

You can also use skip logic to tailor your funnels for returning subscribers based on their current HubSpot segmentation. An example of this would be skipping contacts of a certain HubSpot list past the email collection step of your funnel, so they don't have to re-enter their email address.

Identifying HubSpot contacts on your website

ConvertFlow identifies HubSpot contacts on your website when: 
  1. The visitor submits any email form on your website
  2. The visitor visits your website with their HubSpot ID in the URL
  3. Or when they're identified by the ConvertFlow Javascript API "identify" function
This means once ConvertFlow is installed on your website, starting then it will begin tracking all new form submissions to identify them as contacts and sync with their HubSpot contact record. 
If you have an existing list in HubSpot that you want ConvertFlow to identify, you can do so by appending their contact details to your email hyperlinks in HubSpot by pasting this HubSpot merge tag at the end of your URL:
Also, if your website is a membership site or web application where their email address is known, you can use  ConvertFlow's Javascript API to identify the visitor.