With your Wistia-HubSpot powers combined … well, you won’t be Captain Planet, but you’ll be pretty close. Here’s the rundown on how to get that sweet, sweet integration power.
Haven’t signed up for the integration yet?
HubSpot is marketing software designed to help increase leads and drive better engagement. They are the masters of inbound marketing … heck, they invented it!
HubSpot and Wistia work together in a bunch of different ways:
There are only 3 steps to getting fully integrated:
- Turn the integration on in your Wistia account.
- Set up a Turnstile or add a HubSpot form to your videos.
- Embed your video on a page with a HubSpot tracking script
You can enable the integration on the integrations page within your Wistia account settings: Account > Settings > Integrations. (Keep in mind, only the Account Owner can get into Account Settings.)
After clicking the HubSpot v2 integration under the Marketing Automation Integrations section, you’ll see a Connect button.
When you click Connect, you’ll be prompted to log into your HubSpot account. This will authorize Wistia to start sending data to HubSpot.
Ready to make that data flow between your Wistia account and your HubSpot account even better? Let’s do this!
The steps to migrate from HubSpot v1 to HubSpot v2 are pretty simple, but things can get more complicated depending on the workflows you’ve built into your HubSpot account.
The steps below cover the migration, but keep in mind that you may need to make adjustments to your workflows on the HubSpot side of things.
To migrate over to HubSpot v2 you’ll first need to disconnect your HubSpot v1 integration. You can do this by visiting the integrations page of your Wistia account settings and selecting the HubSpot integration: Account > Settings > Integrations. (Keep in mind, only the Account Owner can get into Account Settings.) You’ll see an option to Disconnect in the bottom right corner of that menu.
Once you’ve disconnected your HubSpot v1 integration, you can follow the normal steps for setting everything up to connect to the HubSpot v2 integration. Every Turnstile you’d previously added will remain on your videos, but they won’t have a specific HubSpot list associated with them (because v1 didn’t allow for lists!).
For Turnstile to work properly, it now needs to point toward a specific list; you’ll need to set a dedicated list for any videos in your account that have a Turnstile.
In the HubSpot v1 integration, a Turnstile entry acted as a new form submission in HubSpot. The HubSpot v2 integration no longer uses the same API, so a Turnstile entry no longer count as a form submission. Instead, the email conversion is sent to HubSpot and added to the list that you specify within the customizations for the video. You can read more about setting up Turnstile lists below.
When setting up Workflows or Smart lists, Wistia events that occur on the video now appear as properties on the contact instead of contained within HubSpot events. Here’s what they look like now:
You can read more about using the new properties below. Any workflows and dynamic lists based on the older events will need to be updated to use these properties instead. This will ensure that new contacts are captured and tracked properly through the HubSpot v2 integration.
You can add forms you created in your HubSpot account to your Wistia videos. They’ll act exactly the same as HubSpot forms, except that they’ll appear in your video like a Turnstile or CTA.
Once the integration is enabled, a HubSpot Forms section will appear in the Customize panel. From there, you can choose which form to display in your video, when to display it, and add helpful prompt text to encourage viewers to complete your form. Here’s what that looks like:
Want to make your HubSpot-Wistia powers even stronger? Of course you do!
Once you’ve granted access to your HubSpot account in Wistia you’ll be able to gather leads and send them straight to HubSpot with Turnstile.
Turnstile will send those captured leads to any list you’d like in your HubSpot account. Simply specify your list under Timeline Actions > Turnstile in the Customize panel. A list needs to be specified for Turnstile to work properly. For a more in-depth guide see the Turnstile page.
Now that you’ve completed the setup in your Wistia account, let’s add a video to your page and start collecting leads!
The HubSpot integration works by using HubSpot data that is generated through the HubSpot tracking script. If that script is not present on the page, the Wistia side of the integration is not able to send the data properly to HubSpot. Our friends at HubSpot have some great documentation on finding your HubSpot tracking script and then installing it on your website.
One of the coolest things about this integration is that you’ll see video heatmaps in your contacts' timelines. They’re associated with the viewing events and will look like this:
The HubSpot integration uses HubSpot’s powerful Timeline API. Once you have this integration set up, we’ll automatically send the following events for every Wistia video on your site:
- Video 1% watched, 25% watched, 50% watched, 75% watched, and 100% watched
- Links clicked
- Turnstile or HubSpot form submitted
This means that you can segment your contacts based on this viewing data. For example, you could set up a Smart list to only show contacts who have watched 100% of a video. To start, you’d need to create your Smart list and then choose to filter on the Play Property.
After choosing the Play Property, you can select the percent watched option and set it to greater than or equal to 100.
Some cool things you can do with this:
<iframe> element of the embed and looks like this:
<script src="//fast.wistia.net/assets/external/E-v1.js" async></script>
If there isn’t an instance of E-v1 outside of the iframe, the Wistia and HubSpot scripts will not be able to get the correct information from each other.
The good news is that this is easy to fix by adding the E-v1 script to your page. We recommend adding it to the
<head> element of your page.