Connect with Hubspot

Modified on Thu, 25 Sep at 5:19 PM

How to Connect Your HubSpot Account

HubSpot is a comprehensive customer relationship management (CRM) platform that helps you manage and nurture customer relationships. Our integration enables you to automatically sync guest contact information collected through your Wi-Fi portals and forms directly into HubSpot, streamlining your guest data management and marketing efforts.

Benefits of the HubSpot Integration

Automatic Contact Creation: Guest information is automatically added to your HubSpot contacts
Custom Property Tracking: Detailed property metadata helps you organize and segment contacts
Reservation Matching: Links guest data with specific reservations when available
Marketing Ready: Seamlessly integrates with HubSpot's marketing tools for targeted campaigns
Real-time Sync: Contact information is sent immediately when guests complete forms

Screenshot: Example of the HubSpot integration in Porter Dashboard

Step-by-Step Setup Instructions

1. Access Integration Settings

Navigate to your Porter Dashboard
Select Account from the main menu
Click on Integrations

2. Add HubSpot Integration

Under the CRM section, find HubSpot
Click the Add button to create a new integration entry

3. Connect to HubSpot

Open the newly created integration
Click Connect with HubSpot
Sign in with your HubSpot account credentials when prompted
Grant the necessary permissions to allow contact creation and property management

4. Test the Connection

Click the Test button to send a sample contact to HubSpot
Wait for the test to complete
Check your HubSpot contacts for a new contact named "Jane Doe" with email test@example.com

Success Indicator: If the test is successful, you'll see the "Jane Doe" test contact appear in your HubSpot contacts list. This confirms the integration is working properly.

Understanding Custom Properties

Our integration automatically sends the following custom properties to HubSpot to help you organize and segment your contacts:

Property Name	Description
PHN Account ID	Unique identifier for your Porter account
PHN Account Name	Name of your Porter account
PHN Integration ID	Specific integration instance identifier
PHN Location ID	Unique identifier for the specific property location
PHN Location Name	Name of the property location where contact was collected
PHN Porter ID	ID of Porter where the contact was collected
PHN Porter Name	Name of Porter where the contact was collected
PHN Reservation ID	Linked reservation identifier (when available)*

Note: The PHN Reservation ID is only sent when your account is synced with a Property Management System and a data collection event can be matched with a specific reservation.

Viewing Custom Properties

Open any contact in HubSpot that was created through Porter
Click the Actions dropdown
Select "View all properties"
Look for the "Porter Hospitality Network" property group

Setting Up Marketing Contacts

If you plan to use HubSpot's marketing tools with contacts from Porter, you need to enable marketing contact functionality:

1. Access Marketing Contact Settings

In HubSpot, navigate to Settings
Go to Integrations > Marketing Contacts

2. Enable Porter Integration

Find "Porter Hospitality Network" in the integrations list
Toggle the switch ON to enable marketing contacts for Porter

Additional Resource: For detailed instructions on managing marketing contacts, visit HubSpot's guide: https://knowledge.hubspot.com/integrations/manage-marketing-contacts-settings-for-your-integrations

What Happens After Setup

✅ Automatic Contact Creation

Once connected, contacts are automatically created in HubSpot when:

Guests complete Wi-Fi portal sign-in forms
Visitors fill out information collection forms
Any data collection event occurs in your Porter system

✅ Contact Organization

All Porter-generated contacts include custom properties for easy segmentation
Properties are grouped under "Porter Hospitality Network" for easy identification
Location-specific data helps you create targeted marketing campaigns

✅ Marketing Integration

Contacts are ready for HubSpot's marketing workflows and campaigns
Use custom properties to create smart lists and targeted segments
Reservation matching enables personalized guest communications

Troubleshooting Tips

Issue	Solution
Test Contact Not Appearing	Check your HubSpot permissions and ensure the integration has contact creation access
Custom Properties Missing	Use "View all properties" in HubSpot contact details and look for the "Porter Hospitality Network" group
Marketing Contacts Not Working	Verify that Porter Hospitality Network is enabled in HubSpot's Marketing Contacts settings
Connection Failed	Try disconnecting and reconnecting the integration, ensuring you grant all requested permissions

Need Additional Help?

If you encounter any issues during setup or have questions about the HubSpot integration, please contact our support team (info@tenonedesign.com) with details about your specific situation and HubSpot configuration.