Hubspot

This guide covers how to integrate Hubspot for a video campaign and trigger Gan.AI to programmatically create and send videos with any other source.

Linking your Hubspot account to Gan.AI

1. Log into your Gan.AI account

2. Click on the "User Settings" tab on the left navigation bar. Then go to User Settings --> Integrations

3. Select Hubspot from the list below and follow the steps to link your Hubspot account to Gan.AI

How to import your HubSpot CRM data to create video copies in Gan.AI?

1. Log in to the Gan.AI account

2. Select the project for which Hubspot needs to be set up

3. Click on 'Project settings'

4. Go to 'Integrations'

5. Click on 'Hubspot'

6. Go to Hubspot.com and login to your account

7. Click on ‘Workflows’ in the navigation menu (ask your account admin to enable workflows feature in your account in case you don’t see this)

8. Click on ‘Create workflow’ in the right and select ‘From scratch’

9. If you have no specific needs, continue with ‘Blank workflow’ and click ‘Next’

10. Set up your contact enrolment trigger (how users are added to this workflow)

11. Click on the ‘+’ icon In the left panel, click on ‘Data Ops’ and select ‘Send a webhook’

12. Set the method to ‘POST’

13. Copy the webhook URL from Gan.AI platform & paste it in ‘Webhook URL’ on HubSpot

14. Select ‘Authentication type’ as ‘API key’

15. Click on ‘Choose a secret’ and select ‘Add secret’

16. Go to the Gan.AI platform and copy the value corresponding to ‘Name’ under API key

17. Paste the copied value in ‘Secret name’ input in Hubspot

18. Go to the Gan.AI platform and copy the value corresponding to ‘Value’ under API key

19. Paste the copied value in ‘Secret value’ input in Hubspot and click on ‘Save’

20. Under ‘Request body’, select ‘Customise request body’

21. Enter properties:

    1. Go to the Gan.AI platform and copy ‘Key 1’ in ‘Request body’

    2. Paste the copied value in ‘Key’ input in Hubspot

    3. Click on ‘Select a property’ and search for ‘Record ID’ in Hubspot

    4. Select ‘Record ID’ under ‘Number properties’

    5. Click on ‘Add a property’

    6. Now, copy each Gan.AI project variable starting from ‘Key 2’ in the list below and add it in HubSpot as the ‘Key’

    7. Please note this is case sensitive, so copy the exact Gan.AI variable from below

    8. Select the relevant HubSpot property to map the copied variable by searching for it in the ‘Available data’ sidebar
(For example, for a Gan.AI variable called ‘first name’, select the ‘First Name’ property in HubSpot)

    9. Click on ‘Add property’ and keep adding individual Gan.AI variables and selecting a HubSpot property for each variable

    10. Make sure to map all Gan.AI variables from the list to a relevant HubSpot property

22. Test Action:

    1. Click on ‘Test Action’, and add test/ dummy values against each variable that you added above

    2. Then, click on ‘Test’ to see if successful If the test is successful, click on 'Save'

23. Click on 'Review and publish'

24. Skip the steps and click on ‘Turn on workflow’

25. Edit the name of the workflow if required

26. Go the the Gan.AI platform and click on ‘Save & close’ to save your changes

How to send video copies to HubSpot from Gan.AI?

Note: We recommend not changing the name or deleting the four properties in the export settings and leaving them as is

1. The export properties will be automatically created in HubSpot once you save these changes

2. To find these properties in HubSpot, use the internal names mentioned below in HubSpot

3. To add new properties, click on “New property” and select the relevant Gan.AI property from the dropdown

4. The HubSpot name will be automatically created

5. Click ‘Save & Close’ to save your changes