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How can I connect Ticket Tailor with HubSpot?

Connect your accounts from your box office 'Settings' → 'Integrations' → 'Email marketing & CRM'.

Written by Rhio

HubSpot is an AI-powered customer platform with everything you'll need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. By connecting HubSpot to your Ticket Tailor box office you can make sure all of your ticket buyers become your loyal fans.

💡 Connecting HubSpot is a paid (monthly) add-on. The price will be shown on your Integrations page.

How to connect your HubSpot account

  • Head to your box office Settings and choose Integrations in the sidebar.

  • Under the Email marketing & CRM tab, look for the Integrate with HubSpot option, and choose Configure.

  • Select Activate to activate your monthly billing.

  • Choose Configure and then Create new workflow to begin setting up the integration.

  • You’ll be taken to a new page with a list of available workflows you can create.

How to add new HubSpot workflows

  • The first time you create any workflow, you’ll need to authenticate the integration by providing details from your HubSpot account.

    • You’ll be prompted to sign into your HubSpot account and provide the 'Scopes' (or permissions) that this integration is allowed to access.

    • Click Sign in, and you should see a new window pop up to log in to HubSpot.

    • After you’ve signed in, and depending on the workflow you choose to create, you may be asked to provide more details and information before completing the setup by clicking the Create button.

  • Now, you’re ready to start synchronising data about your Ticket Tailor buyers and events into HubSpot.

💡 Not sure which workflow to choose? Here's what each one does.

What information is sent to HubSpot?

  • Only buyer details are synchronised, not attendee details.

  • Depending on the information you collect from buyers during Checkout, the corresponding contact in HubSpot is able to synchronise:

    • Email address (required).

    • First and last name.

    • Phone number.

  • Contact synchronisation is based on matching email addresses, so if a buyer makes multiple orders with different email addresses, they'll end up as different contacts in HubSpot.

    • If there’s an existing contact with the same email address, it'll be updated with any new buyer information.

  • Marketing event synchronisation is based on the Ticket Tailor event series and event ID, which HubSpot calls the 'External Event ID'.

    • If there’s an existing HubSpot marketing event with a matching event series and event ID, then this will be updated if any information has changed.

    • If there isn't a matching HubSpot marketing event, then a new one will be created.

  • HubSpot’s acceptable use policy requires that your recipient grants verifiable permission before you send them a marketing email through HubSpot (explained here), so buyer contacts are only added to a mailing list if they chose to opt in to joining your mailing list. Here’s how to set this up in Ticket Tailor.

💡 Things to note

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