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HubSpot Setup 2: HubSpot to Postwire

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Overview

This article describes the Hubspot to Postwire feature.

 

Information

Rather than relying solely on Postwire's cookies to track user identities, the HubSpot to Postwire feature gives Postwire access to the HubSpot API and cookies to retrieve contact information from your HubSpot instance.

When a Postwire is shared with someone not "cookied" by Postwire, Postwire will report "someone" viewed it.

With the HubSpot to Postwire feature turned on before reporting anonymous viewing, Postwire will check whether the viewer has ever been "cookied" by HubSpot, perhaps by filling out a website form to download an e-book.

If the viewer has previously been "cookied" by HubSpot, Postwire will use HubSpot's cookie to access contact information. Postwire activity will no longer be anonymous, but instead reported and tracked by the email address known by HubSpot, or, possibly, first and last name.

If the viewer has not been "cookied" by HubSpot, Postwire will report the anonymous viewer activity using "someone," same as before.

 

Process

Once the Canonical Names (CNAMEs) have been set up, you need to authorize Postwire to access your HubSpot instance. To do this, follow the steps provided below.

  1. Get your HubSpot Hub Id. It is provided in several locations in HubSpot, including in the top right corner of the navigation bar. 

    1.png


  2. Enter your Hub Id in the HubSpot to Postwire tracking section in the field box labeled HubSpot Hub Id as shown below.

    2.png

  3. Click Authorize. If you are not currently logged in to Postwire, you will be prompted to log in (do so as Admin). You may be prompted by HubSpot to click another Authorize button, or, you will get a success message right away, as shown below:

    3.png

  4. You can verify that the authorization was successfully completed by refreshing your browser to confirm that your HubSpot Refresh Token was saved.

    4.png

 

Supplemental Information

For this powerful tracking feature to work, two CNAMEs must be set up and an SSL certificate provided to Postwire to include Postwire as an extension of HubSpot's tracking. This requires your IT system administrator to work with a Postwire support person.

Please email support@postwire.com to ask for assistance to do this.

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