How to improve user experience and generate more sales with custom objects?
Posted: Wed Dec 11, 2024 8:17 am
Track the behavior of your website users with custom objects from HubSpot. Want to know how? Here we tell you.
Table of contents
Tracking user behavior is key to developing rich people phone number data actions that improve their experience on the website . In this success story , one of our partners in the education sector asked us to collect their clients' activity on the site to send them personalized communications. Do you want to know how we did it? We'll tell you below.
success story aden custom objects
The Problem: Educational platform and e-commerce disconnected
One of our partner's needs was to send automated communications via email to their clients, based on their progress within the courses , but they could not send them the appropriate content if they did not know the activity they had within their web platform .
Although there were automation workflows for the course sales processes, communication was complicated after the sale because there was no record of the users' activity within their courses. This was due to the disconnection between our partner's platforms .
New call to action
The challenge: implementing custom objects
The first step to solve the disconnect between the platforms was to integrate them with HubSpot so that every time a user generates a lead, a sales process deal is created. To do this, we created the API codes that the client's Development team should have in the backend .
This is done with the aim of saving data such as names, courses of interest, among others. This way we can see what stage the user was in to guide them to the purchase . After the sale is completed, a personalized object or custom object is automatically created , which will provide us with information about the progress of each contact within the platform.
hubspot crm integration success story
In other words, the custom object 's functionality is to see what stage of the course the contact is in, whether they had no activity, or when their last activity was recorded . In this way, we could map all the activity within a contact's course in the HubSpot platform.
The solution: user activity tracking through custom objects
The custom object tool tries to translate business logic to the HubSpot platform. While HubSpot has contacts, deals, companies, and service ticket tools, each has a specific function and none of them tracked the user's progress in the course. But the latter can be built with custom objects to have more information about the contact on the same platform.
This is how we can have information, emails sent, pages visited, businesses opened, and courses completed or in progress for a contact.
Platform integration and custom object application
Platform integration and custom objects application results
By applying custom objects and integrating our partner's platforms, we were able to create an automated communication system that responds to user activity within courses , allowing for user-experience -oriented communication and also implementing follow-up and cross-selling campaigns.
In addition, the integration of the ecommerce and educational platforms, as well as the implementation of custom objects, was carried out in conjunction with our partner's Development team. In this way, we provide support and training on the use of HubSpot in the process so that they can implement these types of solutions within their digital assets.
Tracking user activity through custom objects
Develop your custom integration with Impulse
At Impulse, we help you boost your sales and marketing processes by integrating your CRM with HubSpot . We offer expert implementation of analytics platforms to help your business accurately identify, collect, and verify important data and generate greater business opportunities.
In addition, we will make your operation more efficient and provide a better experience for your customers by automatically integrating HubSpot with your tech stack . We invite you to learn more about our HubSpot integration service.
Table of contents
Tracking user behavior is key to developing rich people phone number data actions that improve their experience on the website . In this success story , one of our partners in the education sector asked us to collect their clients' activity on the site to send them personalized communications. Do you want to know how we did it? We'll tell you below.
success story aden custom objects
The Problem: Educational platform and e-commerce disconnected
One of our partner's needs was to send automated communications via email to their clients, based on their progress within the courses , but they could not send them the appropriate content if they did not know the activity they had within their web platform .
Although there were automation workflows for the course sales processes, communication was complicated after the sale because there was no record of the users' activity within their courses. This was due to the disconnection between our partner's platforms .
New call to action
The challenge: implementing custom objects
The first step to solve the disconnect between the platforms was to integrate them with HubSpot so that every time a user generates a lead, a sales process deal is created. To do this, we created the API codes that the client's Development team should have in the backend .
This is done with the aim of saving data such as names, courses of interest, among others. This way we can see what stage the user was in to guide them to the purchase . After the sale is completed, a personalized object or custom object is automatically created , which will provide us with information about the progress of each contact within the platform.
hubspot crm integration success story
In other words, the custom object 's functionality is to see what stage of the course the contact is in, whether they had no activity, or when their last activity was recorded . In this way, we could map all the activity within a contact's course in the HubSpot platform.
The solution: user activity tracking through custom objects
The custom object tool tries to translate business logic to the HubSpot platform. While HubSpot has contacts, deals, companies, and service ticket tools, each has a specific function and none of them tracked the user's progress in the course. But the latter can be built with custom objects to have more information about the contact on the same platform.
This is how we can have information, emails sent, pages visited, businesses opened, and courses completed or in progress for a contact.
Platform integration and custom object application
Platform integration and custom objects application results
By applying custom objects and integrating our partner's platforms, we were able to create an automated communication system that responds to user activity within courses , allowing for user-experience -oriented communication and also implementing follow-up and cross-selling campaigns.
In addition, the integration of the ecommerce and educational platforms, as well as the implementation of custom objects, was carried out in conjunction with our partner's Development team. In this way, we provide support and training on the use of HubSpot in the process so that they can implement these types of solutions within their digital assets.
Tracking user activity through custom objects
Develop your custom integration with Impulse
At Impulse, we help you boost your sales and marketing processes by integrating your CRM with HubSpot . We offer expert implementation of analytics platforms to help your business accurately identify, collect, and verify important data and generate greater business opportunities.
In addition, we will make your operation more efficient and provide a better experience for your customers by automatically integrating HubSpot with your tech stack . We invite you to learn more about our HubSpot integration service.