INTEGRATIONS NEEDED FOR CONTACT LOCATOR

HubSpot

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In this section, you will find the options for building your Contact Locator tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.

Step 1: Save the IP address:

If you would like to store the IP address, select what property on the contact you’d like to populate.

Step 2: Save the Timezone:

If you would like to store the timezone, select what property on the contact you’d like to populate.

Step 3: Save the Country:

If you would like to store the country, select what property on the contact you’d like to populate.

Step 4: Save the State/Region:

If you would like to store the state/region, select what property on the contact you’d like to populate.

Step 5: Save the City:

If you would like to store the city, select what property on the contact you’d like to populate.

Step 6: Save the Postal Code:

If you would like to store the postal code, select what property on the contact you’d like to populate.

Step 7: Save the Latitude:

If you would like to store the latitude, select what property on the contact you’d like to populate.
In order to preserve accuracy latitude/longitude values will be stored in text fields.

Step 8: Save the Longitude:

If you would like to store the longitude, select what property on the contact you’d like to populate.
In order to preserve accuracy latitude/longitude values will be stored in text fields.

Step 9: Apply to a list after the contact's location is determined?

Select which list you would like applied after the location has been determined.

Step 10: Overwrite existing values

By default, this toggle is set to "off", however, if you would like to update properties that already have a value with the newly found value.

Step 11: Get the IP address from a field on a contact record?

By default, this toggle is set to "Yes". As such, it provides you a Webhook for use in your Workflow which allows you to determine the location base on an IP address stored on a property on the contact record.
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If you do not want this functionality enabled, simply switch this toggle over to "No" If you leave this option enabled, you will want to select which property on the contact that the IP address is stored in.

Step 12: Tool Name

Enter a name for your tool in this field. The name is solely for use inside of PlusThis, and will not be visible to customers.

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Locate your contact when they arrive on a page.

Step 1: On the Usage and Instructions page, copy the code under the ‘My Website’ tab.

Step 2: Embed the code in an HTML element on your page. Best practice is to embed it higher on your page so it loads first.

Step 3: Be sure to pass contact details to the page the Contact Locator is embedded on. You can do this using the link generator, or by passing details through a HubSpot webform submission.

Locate your contact when they arrive on a HubSpot Thank You page.

Step 1: On the Usage and Instructions page, copy the code under the ‘HubSpot Thank You Page’ tab.

Step 2: Embed the code in an HTML element on your HubSpot page. Best practice is to embed it higher on your page so it loads first.

Step 3: Be sure to pass contact details to the page the Contact Locator is embedded on. You can do this using the link generator, or by passing details through a HubSpot webform submission.

Run your tool virtually anywhere in your automation using a Webhook element.

Step 1: Copy the Webhook URL from PlusThis.

Step 2: Add an action in your Hubspot workflow where you would like the PlusThis tool to trigger.

Step 3: Choose the Webhook Trigger at the bottom of the action list on the right hand side.

Step 4: Paste the Webhook in the webhook URL area, and click ‘Save’.