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      Hubspot Integration

      Step-by-step guide for brands to complete the Duel x Hubspot integration.

      ⚠️ Before you begin this integration be sure to let us know so we can enable the Hubspot CRM integration on your Duel account

      ℹ️ Hubspot Help Center (external resources)

      Step 1: Connect Duel to Hubspot

      The operator will need to authenticate/configure within the Hubspot settings area.

      Screenshot 2023-01-03 at 17.53.37

      Then connect the Duel Hubspot app:

       

      Screenshot 2023-01-03 at 17.53.59

      Choose the Hubspot account you want to connect to the Duel app and confirm it.

       

      Screenshot 2023-01-03 at 17.54.28

      Screenshot 2023-01-03 at 17.54.47

       

      Step 2: Setting up Duel

      Login to your Duel Dashboard and head to Settings in the top right, and then Hubspot. You will then need to open up the Settings sub-tab. From here, you can see Hubspot has been connected to Duel after following the above mentioned steps.

       

      Screenshot 2023-01-03 at 17.03.33

      Step 3: Enable Duel’s Events & Properties

      Within the Hubspot section of the Duel app, head to Events/Properties and switch on all elements that you’d like sent over to Hubspot.

      We recommend enabling all to start with, so as to capture as much data as possible.

       

      Screenshot 2023-01-03 at 17.30.22

      NOTE: You are able to change/edit the Target names for each property source if you would like to. 

       

      Step 4: Test Member Syncing

      Then we can test the integration by syncing a single member from the Duel platform by entering their email address under Hubspot > Member sync and then clicking the Sync test member button (this needs to be an actual member of the programme). 

       

       

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      Head back into Hubspot, go to Contacts and search for the email address of your test member. 

       

      Screenshot 2022-12-22 at 16.54.19

      You'll be able to see all of the Duel parameters details on the test member by clicking in their email > About this contact > View all properties and search for DUEL contact information properties of the test member as you scroll down.

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      Screenshot 2022-12-22 at 17.05.08-1Screenshot 2022-12-22 at 17.10.45

      Step 5: All members syncing

      If the test member & information has synced correctly, you can head back to the Duel app and click Sync all members under Member sync. 

       

      Screenshot 2022-12-22 at 17.15.41

       

      🕑 Note that this process can take a few minutes to complete.

       

      Once all members have been synced, the total number should appear as below:

       

      Screenshot 2022-12-22 at 17.15.57

      If you head back to Hubspot, you'll be able to find all synced contact records under Contacts.

       

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      Step 6: Test the integration

       

      As members signup to the Program and submit tasks through the Duel portal, these will appear in Hubspot.

      Select the member you want to look into and you'll be able to see that member's Duel Activity under Activity.

       

      Screenshot 2022-12-22 at 17.36.34

      Step 6: All done! You are now integrated with Hubspot

      Now it's time to set up some epic flows to help really build that community!