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Tracking HubSpot Form Submissions with Salespanel.io

Salespanel offers an excellent feature called "custom activities," which allows users to track custom events, such as form submissions. This guide will walk you through the process of setting up the tracking for HubSpot form submissions using Salespanel.

Prerequisites:

  • You must have the Salespanel script installed on your website.
  • You must have a HubSpot form on your website.

Steps:

1. Understand Custom Activities in Salespanel:

Custom activities in Salespanel are designed to track specific events that are relevant to your business, such as form submissions, downloads, or clicks on specific links. Understanding custom activities will help you to better utilize them to monitor your HubSpot form submissions. You can learn more about them in the Salespanel's SDK documentation for Custom Activities: https://support.salespanel.io/hc/en-us/articles/900004338403-SDK-documentation-for-Custom-Activities

 

2. Connecting HubSpot Form Submissions to Salespanel:

To connect HubSpot form submissions with Salespanel, you need to use a JavaScript code that listens for form submissions and triggers a custom activity on Salespanel when a submission occurs. Here is an example of such a code:

window.addEventListener('message', event => {
if(event.data.type === 'hsFormCallback' && event.data.eventName === 'onFormSubmitted') {
console.log("Form Submitted!");
$salespanel.push(["set", "activity:customActivity", "Service Request", "Requested a paid service session"]);
}
});

In the example above, the code is set to listen for a HubSpot form submission ('onFormSubmitted') event. When the form is submitted, it triggers a custom activity in Salespanel. In this case, the activity is "Service Request" and the action is "Requested a free service session."

You can replace text with the category and label that suits your business needs.

3. Testing the Tracking:

Once you have added the code to your website, it's time to test if the tracking is working. You can do this by submitting a test form and checking if the event appears in your Salespanel lead's customer journey detail pane.

And that's it! You have now set up Salespanel to track HubSpot form submissions. Remember that you can customize the category and labels in the code to track different types of form submissions or other custom events.

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