By: Jayati
April 2 2019

Integrating Drupal 8 with Marketing Automation Tool: HubSpot

As a company working in B2C module where every view or like can be of potential conversion, it is essential to consider optimising marketing tactics. The widely scattered process of marketing involves a lot of tasks that get monotonous and hinder the productivity of the marketing team. Instead of focusing on the enhancement and growth, the trivial actions consume the limited time at hand. Hence, marketing automation tools came in while framing the marketing strategies to automate the activities that can be triggered and fasten the process.

But among the wide array of automation tools available in the market, how do you decide on the best one to pick? A perfect marketing automation tool is to be integrated across multiple channels to execute activities which were earlier handled manually. This digital integration is a big leap forward that organisations have taken for marketing communication. Acting as software platforms and technologies, the marketing automation tools can be integrated seamlessly with a Drupal based website with the help of custom modules. But before we explore that, let’s just scrutinise marketing automation for a comprehensive understanding. 

A man and a woman discussing in front of a white board

What is Marketing Automation?

When a software is designed specifically to streamline and simplify some of the most time consuming responsibilities of marketing, it is called a marketing automation tool. From sales roles to tracking processes across multiple channels, the tool automatically triggers actions as scheduled or based on customer behaviour. Often while running marketing campaigns, there are tasks that get repetitive and occupies up a large chunk of time. By automating tasks like emails, social media and website actions via marketing automation tools, it becomes easier for marketers to focus on other urgent tasks. Thus, automation tools play a crucial role in the day-to-day work productivity of the organisation. 

The software exists with the goal of nurturing the leads and expedition of the whole marketing process. With multifunctional campaigns across channels, the tools also help in scoring, and measuring overall ROI(Return on Investment) on the campaigns. The best of automation tools can help you identify factors like audience and the right kind of content for that targeted audience. After the campaign is out and live, the team can focus on analysing the response and tweaking the marketing plans as per the results. These time and cost saving effects increase along with the organisation grows in size and complexity. 

Graphical representation of how many companies use marketing automation


The study by Ascend2 states that 18% of respondents use marketing automation extensively, while 43% made limited use of it, and 39% didn’t use at all. 

Features of Marketing Automation Tool

The automation tool lets you instrument digital marketing strategies without requiring manual application or processing for emails, messages, or posts. The tool also advocates AI applications like chat bots that can automate the delivery of direct information to potential clients that creates sales or gauge a potential customer’s current or future interest in purchasing a company's goods or services. Following are some key points or advantages:

Tracking Visitors

 It is one of the most powerful capabilities of marketing automation that one can track prospect and visitor activities for better understanding of the market trends. 

Real-Time Sales Alerts

Marketing automation provides real-time sales alerts based on set parameters and lets us know exactly when to follow up.

Lead Scoring

For aligning marketing and sales teams, the feature of lead scoring and grading analyses the activity levels to ensure that the prospects match your ideal prospect profile. 

Dynamic Content 

You can create customised buying experiences digitally by displaying content dynamically based on who is viewing your site. 

Email Marketing

Beyond basic emailing, you can create email templates that go with your brand guidelines, test for SPAM filters, and perform advanced email reporting for specific audiences. 

Apart from the marketing perspective, the automation tools help in converting raw leads which are turned over to the Sales team later. They guide in tracking prospective customer’s activities on your blog/website. Based on the response of each visitor for interests and preferences, you can segment customers into suitable mailing lists. However, among a plethora of options on the market shelf, deciding upon one that caters to all needs becomes a task. HubSpot is one such marketing automation tool that has the capability to perform and automate tasks in the most efficient manner and can be integrated with other softwares too.  

Ven diagram on evolving capabilities of CRM software
Source: TechTarget
‘Being one of the most popular platforms for automated marketing, HubSpot comes with an integration module for Drupal 8.’

HubSpot with its strong, easy to use and integrated set of applications for inbound marketing, aims to furnish businesses that want to attract, engage, and delight customers with relevant, helpful, and personalized services in marketing. Offering a full stack of software with free CRM(Customer Response Management), HubSpot is a powerhouse of gathering and sending out information to the targeted audience. The CRM of HubSpot automates the tasks related to sales and marketing and adapts to your requirements in no time. From managing messy spreadsheets to cluttered mails, the automated system can streamline your operations in an ordered fashion via a dashboard with total visibility. 

With its detailed and customised filters catering to all kinds of situations and keeping in check all major sectors and industries, HubSpot can sort appointment scheduled, contracts, deals, track performance against the targets set and actionable intel in a fraction of time. It also tracks customer interactions across emails, social media and recorded calls. You can sync your Gmail or Outlook to capture the communications for swift integration.

Being one of the most popular platforms for automated marketing, HubSpot comes with an integration module for Drupal 8. Agencies and organisations can easily create content on HubSpot that will reflect on Drupal’s front-end. In reverse, users that respond to a marketing campaign on Drupal are tracked via HubSpot through its lead API. 

Smooth Integration with Drupal Website

Though there are various third-party software for marketing automation that can be integrated seamlessly with Drupal websites, HubSpot is one of the top most opted for tool. These are few steps to place HubSpot forms in Drupal-powered sites:

  • The first step is to install the HubSpot module for Drupal along with the Webform module. You can create your new HubSpot form in the Settings, under ‘’HubSpot Lead API’’ option. Once set, it will give an API POST URL to be used with Drupal.
  • With the Webform module, you can build your form using as many fields as required by you. The module’s help page does provide a list of form fields like name and company information, which are automatically recognised by HubSpot. 
  • Next, you can add a final field to the form using ‘’HubSpot POST URL’’ and paste in the POST URL that HubSpot provided in step 2. This field helps in recognising where to submit the data and not treating it as an ordinary Webform. 
  • Lastly, you can publish your form and the leads will start rolling in! 

Advantages of connecting Drupal with HubSpot

Now that we know the process of integration, let’s look at the features that the Drupal and HubSpot unification will bring to you: 

Autopilot Email Drip Campaigns

HubSpot lets you automate your email campaigns that can move down the prospects towards generating qualified leads. You can choose from dozens of triggers, conditions, and actions that will send out appropriate kind of emails to the leads at the right time. 

This enhances the workflow and builds clear goals and lets you know what kind of strategy is working for you. Such tools grow and replenish the database with the right kind of contacts that have the potential to convert. Emails can be either collected in Drupal from the anonymous users or from the registered users and can be later on used as an input for the Email Campaigns. We do not have to rely on generating email template or prepare newsletter content in Drupal and can directly leverage HubSpot for that.

Customise and Personalise Workflows

Every user has a list of contacts which requires specific attention and information. And every contact seeks different output from the product/service you are providing. HubSpot lets you create a sophisticated and targeted workflow and provides attentive database that your customers deserve. 

It provides with the feature of visual editors that can help you envision the real time workflows in case you are building complex or multi-stage strategies with multiple branches. HubSpot has an option of advanced segmentation logic that determines exactly who gets enrolled in your workflows and when. 

Beyond Emails 

With the automation of emails and workflow in check, you have earned plenty of time at hand to focus on other tasks like planning on the health and productivity of the team. The workflow feature can also be used to set up score leads, web hooks, rotate leads to sales, and easily manage your data in bulk by updating properties, copying values, and much more.

Apart from customer interactions, you can put in use the HubSpot features of communication for internal notifications like alerts about sales and follow ups. 

Conclusion

This is just one of the examples of marketing tools and services that can be leveraged by digital agencies using Drupal 8 with their marketing efforts. Apart from these, Drupal also has modules for a variety of other marketing tools and services such as Marketo MA, ELoqua, Pardot, MailChimp and Silverpop.

Considering to get your hands on marketing automation and have doubts about integration with your Drupal website? Contact us at [email protected].