How to integrate Lucky Orange with HubSpot

To have access to CRM cards within HubSpot, you must be on the latest version of Lucky Orange.

What does the Lucky Orange integration with HubSpot do?

How do I connect Lucky Orange and HubSpot?

How can I use the HubSpot sidebar to see more Lucky Orange data?

How do I install Lucky Orange on HubSpot websites and landing pages?

How do I change the HubSpot account that is connected to Lucky Orange?

Why isn't my HubSpot integration with Lucky Orange working?

Why can't I enable any of the settings for the HubSpot integration?

Why does it say my Session Recording is removed or no longer available?

How do I disconnect/uninstall my Lucky Orange HubSpot integration?

Note: Make sure the email address used with your HubSpot account matches the email address used by your Lucky Orange account owner.  The account owner is the person who created the Lucky Orange account. To determine who is the owner of your Lucky Orange account, click on Settings from the left navigation. Members, which will open by default, will show a list of roles and access including the owner. Click here to learn how to transfer Lucky Orange ownership.

This guide will take you through enabling the Lucky Orange integration with HubSpot that will allow Lucky Orange data to pass into the HubSpot CRM.

What does the Lucky Orange integration with HubSpot do?

Connecting Lucky Orange with HubSpot lets you prepare for conversations with clients and optimize your website conversions by maximizing engagements. You do this through:

• Accessing the contact’s Session Recordings
• Viewing Chat conversations
• Passing through the Events you want to monitor
• Seeing the contact’s information, such as browser and device

How do I connect Lucky Orange and HubSpot?

There are three steps to integrating Lucky Orange with HubSpot:

1. Connect Lucky Orange with HubSpot
2. Select the Lucky Orange Events to pass into HubSpot.
3. Activate HubSpot form submissions (if not already done) 

Important note: Using a non-HubSpot form? Make sure you’re passing custom user data into Lucky Orange to connect the user within Lucky Orange to your customer timeline within HubSpot. Click here to learn more.

Step 1: Connect Lucky Orange with HubSpot

Note: Account Owners and Admins can both enable integrations. 

1. Log into your HubSpot account; being logged in will help during the connection process. 
2. From Lucky Orange, navigate to Settings from the left navigation
3. Click on Integrations
4. Select HubSpot
5. Click the Connect toggle
6. In the popup, click on the HubSpot account you want to connect
7. Select the orange Choose Account button
8. When prompted, accept the app permissions. Scroll down to complete the CAPTCHA images. 

Once connected, a light blue banner at the top of the page will appear confirming that the integration is connected. Under the HubSpot logo on the left, the toggle will now show as connected in dark blue. 

Step 2: Select the Lucky Orange Events to HubSpot

Pass through your most important Lucky Orange Events straight into HubSpot, whether they are System Events, integration-based Events, URL-based Events or custom API Events.  Click here to learn more about Events.

Be default, this option isn't enabled. Until it's enabled, Events won’t be passed into HubSpot. You will still be able to view the browser details, device information, Session Recordings and Chat conversations. Toggling on Events will allow you to better understand your contact’s behaviors and experiences. 

Already in the HubSpot integration on Lucky Orange? Skip to Step 4. 

1. Navigate to Settings from the left navigation
2. Click on Integrations
3. Select HubSpot
4. Click the toggle to the right of “Send Lucky Orange Events for HubSpot.” Once this is activated, you will need to select your desired Events to pass through to HubSpot. 
5. From the dropdown menu, select an Event you want to send from Lucky Orange into HubSpot
6. Repeat as needed to include additional Events. You can manually add all Events or select just a few. There is no limit to the number of events you can send through to HubSpot.  

Step 3: Activate HubSpot form submissions 

Enabling this will create an Event called “HubSpot Form Submitted” that will trigger each time a HubSpot form is submitted on your website.  

When using a HubSpot form, customer information will be passed through automatically into the Visitor’s Profile without requiring additional custom user data. Custom user data will be needed for other forms to pass through customer data, such as email address. Click here to learn how to set up custom user data.

How this is used: This is for internal use within Lucky Orange. Using the HubSpot Form Submitted Event you can:

• Filter Dynamic Heatmaps, Form Analytics and the Visitors’ Table to see data from those who submitted HubSpot  forms
• Analyze individual Visitor Profiles to see who submitted a HubSpot form 
• Trigger Surveys, Chat Invites and Announcements to just those who submitted a HubSpot form
• Add an Event dashboard to your Dashboard to monitor your HubSpot form submissions
• Create Funnels based on HubSpot form submissions 

To activate HubSpot Form submissions

Once the integration is connected, the toggle for "Capture HubSpot Form Submissions" will be enabled by default. If you have disabled this option, we highly recommend enabling it. Here’s how to enable it. 

Already in the HubSpot integration on Lucky Orange? Skip to Step 4.

1. Navigate to Settings from the left navigation
2. Click on Integrations
3. Select HubSpot
4. Click the toggle to the right of “Capture HubSpot Form Submissions”

How can I use the HubSpot sidebar to see more Lucky Orange data?

The sidebar can be opened using the double arrow located near the upper right corner. If expanded, the arrows will point to the right. If collapsed, the arrows will point to the left. Click on it to open the sidebar. 

If you're not seeing any Lucky Orange data, check the following:

• Are you using a HubSpot form to pass in user data, such as an email address?
• If you're using a non-HubSpot form to pass in user data, have you set up custom user data in Lucky Orange?
• Have you enabled the Lucky Orange integration filter?

Once in the sidebar, it will show default HubSpot records such as companies and deals. You can change the order as needed by dragging and dropping each record. By default, Lucky Orange records will be listed near the bottom of the list until you modify the order. 

Lucky Orange records include:

Heatmaps

It will show the 3 most visited pages by the contact over the last 7 days. Click on “View All Heatmaps” to jump to your most active pages to examine all heatmap data for your desired page. This opens in an embedded pop-up. 

Surveys

It will show the last 3 Surveys the contact has completed over the last 7 days. Surveys that are viewed and dismissed won’t be included. Use the Actions menu to jump to the specific Survey that the contact engaged with, or click “View All Surveys” to jump to all of your Surveys. This opens in an embedded pop-up. If the contact didn’t engage with any Surveys, the record will remain closed with a (0) next to the feature name.

Session Recordings

It will show the last 3 sessions the contact has completed over the last 7 days. A session starts when a user enters the site and ends when they leave or remain inactive for a set duration. Use the Actions menu to jump to the specific recording of the contact’s session or click “View All Sessions” to jump into Visitors to see all of your visitor recordings. This opens in an embedded pop-up. 

Chat Logs

It will show the last 6 Chat logs the contact has completed over the last 7 days, including the contact’s message and the operator’s response.  Use the Actions menu to jump to the specific Chat log. This opens in an embedded pop-up. If the contact didn’t Chat with a team member, the record will remain closed with a (0) next to the feature name.

How do I install Lucky Orange on Hubspot websites and landing pages?

Follow the steps below, or use this clickable walkthrough to see a step-by-step tutorial on adding Lucky Orange to your HubSpot landing page or website.

This is not same as connecting Lucky Orange to your HubSpot CRM account. 

Note: The email address used for Lucky Orange should be the same email address used for your HubSpot account.

1. Copy your Lucky Orange tracking code
2. In your HubSpot account, click the Settings gear icon in the main navigation
3. In the sidebar menu, navigate to Website
4. Click on Page to select a page to add the tracking code. Click on the page to open the Page Editor. 
5. At the top of the page, click on Settings
6. From Settings, select Advanced from the left navigation 
7. Scroll to the "Head HTML" section. Paste the Lucky Orange tracking code into the Site Header HTML code box.
8. Close Settings by clicking the X in the upper right corner of the screen
9. Click Publish to save your changes and begin tracking 

Note: If you use HubSpot on a non-HubSpot website, your form will automatically be embedded in an iFrame. This will prevent any data capture from Lucky Orange or any analytics tool. Click here to learn more.

Helpful links 

• How to check if Lucky Orange was installed correctly
• Full list of installation and integration guides 

How do I change the HubSpot account that is connected to Lucky Orange?

If you want to change the HubSpot account that is connected with Lucky Orange, first you need to disconnect the integration: 

1. Navigate to Settings from the left navigation
2. Click on Integrations
3. Select HubSpot
4. Click on the blue Connected toggle 

You will be shown a light blue banner at the top of the page to confirm that the integration has been disconnected.

Next, reconnect the integration. 

1. Log into your HubSpot account; being logged in will help during the connection process. 
2. From Lucky Orange, navigate to Settings from the left navigation
3. Click on Integrations
4. Select HubSpot
5. Click the Connect toggle
6. In the popup, click on the HubSpot account you want to connect
7. Select the orange Choose Account button

Note: Because you’ve already accepted the app permissions, there will be no other prompts.

Why isn't my HubSpot integration with Lucky Orange working?

If you've followed the steps to connect your Lucky Orange account with HubSpot but no data is passing through in your contact timelines, continue reading for steps on how to fix this.

Most HubSpot users utilize a HubSpot form to capture and then pass user data, such as an email address or name, into the CMS. Lucky Orange then in turn connects that user with your Lucky Orange account and passes the selected Events, Chat logs and Session Recordings directly onto the Contact’s timeline. 

When this doesn’t work, it typically means that you aren’t passing in user data from a HubSpot form. As a result, that critical user information isn’t being captured by HubSpot which has a domino effect in that it doesn’t then allow Lucky Orange to pass in any data for the customer. 

There are two options to help you out:

1. Use a HubSpot form. This is the fastest and easiest method to resolve this issue. 
2. Pass in custom user data within Lucky Orange if you use a non-HubSpot form. Click here to learn more about custom user data and here to link your users to Visitor Profiles in Lucky Orange. Make sure you’re passing in at least the customer email address. 

These changes aren’t backdated and will only apply to future visitors once the changes are implemented.

Still running into issues? Reach out to our support team for further assistance. 

Why can't I enable any of the settings for the HubSpot integration?

If your mouse cursor turns into a red circle with a line through it when you hover over the settings for the integration, there are a few possible reasons:

• Your HubSpot integration isn’t connected
• You don’t have permission to enable those Settings

Why does it say my Session Recording is removed or no longer available?

From a contact’s timeline within HubSpot, you can open a Session Recording to view what happened during the contact’s visit. Typically, this will open directly to the recording. However, you may receive this message: 

This message can occur for one of three reasons:

1. The Session Recording was captured after the data storage timeframe. By default, all Lucky Orange users receive either 30 or 60 days of data storage depending on your Lucky Orange plan. You can extend data storage to retain recordings for 90, 180 or 365 days. Click here to learn more.
2. The Session Recording has been deleted. Unfortunately, the Session Recording won’t be able to be recovered once it has been deleted. 
3. You’re opening a Session Recording for an account while signed into a different account. To switch accounts:
   1. Log into Lucky Orange
   2. Click the dropdown in the upper left corner 
   3. Select the account from the list. Make sure that it matches the account you use with HubSpot. 

Back in HubSpot, you can click on the contact’s Session Recording and it will open in pop-up from the contact’s timeline. 

How do I disconnect/uninstall my Lucky Orange HubSpot integration?

You only need one method to remove the Lucky Orange integration with HubSpot. You can do this through either:

• Lucky Orange OR
• HubSpot Marketplace

For reference, disconnecting and uninstalling are used interchangeably through this document. Both indicate the removal of the Lucky Orange integration. 

NOTE: Disconnecting your HubSpot integration with Lucky Orange will not cancel your Lucky Orange account.

Disconnecting and/or uninstalling Lucky Orange from your HubSpot account can result in these impacts: 

• Contact timelines within HubSpot will continue to display Chat logs, Session Recordings and Events associated with the contact that were previously added prior to disconnecting Lucky Orange. Once disconnected/uninstalled, this data will remain on the contact timeline. It will remain accessible as long as your Lucky Orange plan is active and is within your account’s data storage timeframe.
• If previously enabled, Lucky Orange will no longer identify and create the event “HubSpot Form Submitted” each time your HubSpot form is submitted by a visitor on your website.
• If previously enabled, Events from Lucky Orange, including rage click, page viewed, conversion started and cart item added, will no longer be captured and appended to the contact timelines within HubSpot.

Disconnecting the Lucky Orange HubSpot integration in Lucky Orange

1. Log into your Lucky Orange account
2. Navigate to Settings from the left navigation 
3. Click Integrations
4. Select HubSpot
5. Click the toggle that says “Connected”
6. Confirm that it’s been disconnected with a gray “Connect” toggle

Disconnecting the Lucky Orange Hubspot integration in HubSpot

Note: If you have previously uninstalled Lucky Orange through Lucky Orange itself, you won’t need to complete this process. 

1. Log into your HubSpot account
2. Click the Marketplace icon in the main navigation bar
3. Click Manage
4. Select Connected Apps
5. Find the Lucky Orange app
6. Click Actions next to Lucky Orange
7. Select Uninstall
8. In the dialog box, type “Uninstall” in the text field
9. Click Uninstall

Click here for full directions from HubSpot.