1. atEvent + HubSpot Integtration Instructions
at-event.com

2. Client Checklist 2 Load to atEvent Central no later than:
List of users and passwords
List of Events with Dates
Topics and subtopics as necessary
Follow-Up Actions and Subtopics
Dates/Times of when is ideal for training session with staffers
Dates/Times for event debrief with atEvent Customer Success Manager or Account Manager 2
weeks before event

3. HubSpot Integration

4. What We Do
Use HubSpot API user credentials to integrate our platform to HubSpot
Automates the lead creation/update process from leads captured through the atEvent app at events.
Advanced Integration: atEvent fields map to HubSpot atEvent form fields
Provides flexibility to have the HubSpot form fields map to Custom Data Object to store the atEvent field information.
Main advantage of feature is the limited number of fields allowed for the Contact Object will not be impacted.
Basic Integration: atEvent fields map to HubSpot Contact fields
Updates Contact object with demographic data and atEvent data captured through the app
Cloud Integration:
Available in App Cloud store
Enables ability for client to create Campaigns which can trigger activities (examples below):
Send sales alerts
Add to lists
Update attendee information
Send s (collateral, white paper, etc.)

5. HubSpot Integration: Create API User
Let atEvent know once the API User is created
Create API User
Login to your hubspot live account
Click settings from menu on right side of your Company Account
Click “Users & Teams” from left
Select “Create User” to add users
Enter following data
Address –
First Name – atEvent
Last Name – User
Allow contacts access to view and edit
Select Next, Select Send 4 2 5 3 6 1 7

6. HubSpot Integration: Custom Fields1
atEvent will alert you to create Custom Fields
Create atEvent custom fields
Select ‘Contacts’ from top menu of screen
Select ‘Contact Settings’ from sub-menu
Select ‘Contact Properties’ from left menu
4. Select ‘Create New Property’ option 4 2 3

7. HubSpot Integration: Custom Fields (Cont.)
Create atEvent custom fields
Add the following custom fields
(Prior to creating fields, please confirm discovery meeting has taken place with atEvent so use cases have been confirmed)
atEvent Event Name
label: atEvent Event Name
Field Type: Single Line Text
Use in forms: Yes
atEvent Topics
Display Name: atEvent Topics
atEvent Follow Up
label : atEvent Follow Up
atEvent Comments
label : atEvent Comments
Click Save Property 5 6

8. atEvent Central Integration Setup

9. HubSpot Integration setup in atEvent Central
Login to atEvent Central
Click ‘My Account’
Click ‘Configure MA Integration’
Create Connection Profile
Select Application Type. Enter: Company Name, User Name, and Password
Click ‘Authenticate’
Select Data Push Schedule
Map atEvent fields to appropriate field name
Click ‘Save’ 1

10. HubSpot Integration setup in atEvent Central
Login to atEvent Central
Click ‘My Account’
Click ‘Configure MA Integration’
Create Connection Profile
Select Application Type. Enter: Company Name, User Name, and Password
Click ‘Authenticate’
Select Data Push Schedule
Map atEvent fields to appropriate field name
Click ‘Save’ 2

11. HubSpot Integration setup in atEvent Central
Login to atEvent Central
Click ‘My Account’
Click ‘MA/CRM Integration’
Create Connection Profile
Select Application Type. Enter: Company Name, User Name, and Password
Click ‘Authenticate’
Select Data Push Schedule
Map atEvent fields to appropriate field name
Click ‘Save’ 3

12. HubSpot Integration setup in atEvent Central
Login to atEvent Central
Click ‘My Account’
Click ‘MA/CRM Integration’
Create Connection Profile
Select Application Type. Enter: Company Name, User Name, and Password
Click ‘Authenticate’
Select Data Push Schedule
Map atEvent fields to appropriate field name
Click ‘Save’ 4

13. HubSpot Integration setup in atEvent Central
Login to atEvent Central
Click ‘My Account’
Click ‘MA/CRM Integration’
Create Connection Profile
Select Application Type. Enter: Company Name, User Name, and Password
Click ‘Authenticate’
Select Data Push Schedule
Map atEvent fields to appropriate field name
Click ‘Save’ 5

14. HubSpot Integration setup in atEvent Central
Login to atEvent Central
Click ‘My Account’
Click ‘MA/CRM Integration’
Create Connection Profile
Select Application Type. Enter: Company Name, User Name, and Password
Click ‘Authenticate’
Select Data Push Schedule
Map atEvent fields to appropriate field name
Click ‘Save’ 5a

15. HubSpot Integration setup in atEvent Central
Login to atEvent Central
Click ‘My Account’
Click ‘MA/CRM Integration’
Create Connection Profile
Select Application Type. Enter: Company Name, User Name, and Password
Click ‘Authenticate’
Select Data Push Schedule
Map atEvent fields to appropriate field name
Click ‘Save’ 5b

16. HubSpot Integration setup in atEvent Central
Login to atEvent Central
Click ‘My Account’
Click ‘MA/CRM Integration’
Create Connection Profile
Select Application Type. Enter: Company Name, User Name, and Password
Click ‘Authenticate’
Select Data Push Schedule
Map atEvent fields to appropriate field name
Click ‘Save’ 6

17. HubSpot Integration setup in atEvent Central
Login to atEvent Central
Click ‘My Account’
Click ‘MA/CRM Integration’
Create Connection Profile
Select Application Type. Enter: Company Name, User Name, and Password
Click ‘Authenticate’
Select Data Push Schedule
Map atEvent fields to appropriate field name
Click ‘Save’ 7

18. Field Configuration

19. Global Field Configuration
Under My Account click on Field Configruation
5 Field Classifications will appear to be configured
Contact Information: capture demographic and general information of a lead are grouped in this category
Social Information: Fields containing information related to lead's presence on social media
Hidden Fields: contains predefined values that can NOT be altered against each lead on mobile side. This data is used only while syncing lead with CRM/MA systems.
Topics: contains the list of key topics and their subtopics (if any) to be used in an event
Follow-up Actions: contains the list of Follow-up Actions and their sub-actions (if any) to be used in an event 1

20. Global Field Configuration
Under My Account click on Field Configruation
5 Field Classifications will appear to be configured
Contact Information: capture demographic and general information of a lead are grouped in this category
Social Information: Fields containing information related to lead's presence on social media
Hidden Fields: contains predefined values that can NOT be altered against each lead on mobile side. This data is used only while syncing lead with CRM/MA systems.
Topics: contains the list of key topics and their subtopics (if any) to be used in an event
Follow-up Actions: contains the list of Follow-up Actions and their sub-actions (if any) to be used in an event 2

21. Global Field Configuration3
Under My Account click on Field Configruation
5 Field Classifications will appear to be configured
Contact Information: capture demographic and general information of a lead are grouped in this category
Social Information: Fields containing information related to lead's presence on social media
Hidden Fields: contains predefined values that can NOT be altered against each lead on mobile side. This data is used only while syncing lead with CRM/MA systems.
Topics: contains the list of key topics and their subtopics (if any) to be used in an event
Follow-up Actions: contains the list of Follow-up Actions and their sub-actions (if any) to be used in an event

22. Global Field Configuration4
Under My Account click on Field Configruation
5 Field Classifications will appear to be configured
Contact Information: capture demographic and general information of a lead are grouped in this category
Social Information: Fields containing information related to lead's presence on social media
Hidden Fields: contains predefined values that can NOT be altered against each lead on mobile side. This data is used only while syncing lead with CRM/MA systems.
Topics: contains the list of key topics and their subtopics (if any) to be used in an event
Follow-up Actions: contains the list of Follow-up Actions and their sub-actions (if any) to be used in an event

23. Global Field Configuration5
Under My Account click on Field Configruation
5 Field Classifications will appear to be configured
Contact Information: capture demographic and general information of a lead are grouped in this category
Social Information: Fields containing information related to lead's presence on social media
Hidden Fields: contains predefined values that can NOT be altered against each lead on mobile side. This data is used only while syncing lead with CRM/MA systems.
Topics: contains the list of key topics and their subtopics (if any) to be used in an event
Follow-up Actions: contains the list of Follow-up Actions and their sub-actions (if any) to be used in an event

24. Global Field Configuration6
Under My Account click on Field Configruation
5 Field Classifications will appear to be configured
Contact Information: capture demographic and general information of a lead are grouped in this category
Social Information: Fields containing information related to lead's presence on social media
Hidden Fields: contains predefined values that can NOT be altered against each lead on mobile side. This data is used only while syncing lead with CRM/MA systems.
Topics: contains the list of key topics and their subtopics (if any) to be used in an event
Follow-up Actions: contains the list of Follow-up Actions and their sub-actions (if any) to be used in an event

25. Global Field Configuration7
Under My Account click on Field Configruation
5 Field Classifications will appear to be configured
Contact Information: capture demographic and general information of a lead are grouped in this category
Social Information: Fields containing information related to lead's presence on social media
Hidden Fields: contains predefined values that can NOT be altered against each lead on mobile side. This data is used only while syncing lead with CRM/MA systems.
Topics: contains the list of key topics and their subtopics (if any) to be used in an event
Follow-up Actions: contains the list of Follow-up Actions and their sub-actions (if any) to be used in an event

26. Setting Up Company Users

27. New Users: Setting up each user
Login to atEvent Central
Click ‘My Account’
Click ‘Manage Users’
Select ‘Add User’
Enter First and Last Name
Enter Title
Select User Access Type*
Company Group Admin – access to the app and full access to atEvent Central
Company Group Staff – access to the app and view only limited access to atEvent Central
Company Group Analyst – access to the app with limited access to atEvent Central but with the ability to download reports
Enter and Confirm
Enter Phone
Click ‘Save’ 1

28. New Users: Setting up each user
Login to atEvent Central
Click ‘My Account’
Click ‘Manage Users’
Select ‘Add User’
Enter First and Last Name
Enter Title
Select User Access Type*
Company Group Admin – access to the app and full access to atEvent Central
Company Group Staff – access to the app and view only limited access to atEvent Central
Company Group Analyst – access to the app with limited access to atEvent Central but with the ability to download reports
Enter and Confirm
Enter Phone
Click ‘Save’ 2

29. New Users: Setting up each user
Login to atEvent Central
Click ‘My Account’
Click ‘Manage Users’
Select ‘Add User’
Enter First and Last Name
Enter Title
Select User Access Type*
Company Group Admin – access to the app and full access to atEvent Central
Company Group Staff – access to the app and view only limited access to atEvent Central
Company Group Analyst – access to the app with limited access to atEvent Central but with the ability to download reports
Enter and Confirm
Enter Phone
Click ‘Save’ 3

30. New Users: Setting up each user
Login to atEvent Central
Click ‘My Account’
Click ‘Manage Users’
Select ‘Add User’
Enter First and Last Name
Enter Title
Select User Access Type*
Company Group Admin – access to the app and full access to atEvent Central
Company Group Staff – access to the app and view only limited access to atEvent Central
Company Group Analyst – access to the app with limited access to atEvent Central but with the ability to download reports
Enter and Confirm
Enter Phone
Click ‘Save’ 4

31. New Users: Setting up each user
Login to atEvent Central
Click ‘My Account’
Click ‘Manage Users’
Select ‘Add User’
Enter First and Last Name
Enter Title
Select User Access Type*
Company Group Admin – access to the app and full access to atEvent Central
Company Group Staff – access to the app and view only limited access to atEvent Central
Company Group Analyst – access to the app with limited access to atEvent Central but with the ability to download reports
Enter and Confirm
Enter Phone
Click ‘Save’ 5

32. Setting Up an Event

33. Event Creation Login to atEvent Central Dashboard
Click ‘Create an Event’
Enter details of event *The more information provided, the better event intelligence you will have for similar events.
Click on ‘Save & Continue’ 1

34. Event Creation Login to atEvent Central Dashboard
Click ‘Create an Event’
Enter details of event *The more information provided, the better event intelligence you will have for similar events.
Click on ‘Save & Continue’ 2

35. Event Creation Login to atEvent Central Dashboard
Click ‘Create an Event’
Enter details of event *The more information provided, the better event intelligence you will have for similar events.
Click on ‘Save & Continue’ 3

36. Event Creation Login to atEvent Central Dashboard
Click ‘Create an Event’
Enter details of event *The more information provided, the better event intelligence you will have for similar events.
Click on ‘Save & Continue’ 4

37. Event Creation Add App Content to the Specific Event
Add Users to the Event:
Note: If you add users to the Company Group you will need to go back into each event and check their name off and resave the event completely. Remember to ‘Save.’
Add Attendees to the Event:
Load a CSV file
Import Manually
Import from MA/CRM
Enter/Edit Topics
Sub-topics (if applicable)
Enter/Edit Follow-up Actions
Sub-follow-up Actions (if applicable)
Click ‘Save & Complete’ 5

38. Event Creation Add App Content to the Specific Event 5a
Add Users to the Event:
Note: If you add users to the Company Group you will need to go back into each event and check their name off and resave the event completely. Remember to ‘Save.’
Add Attendees to the Event:
Load a CSV file
Import Manually
Import from MA/CRM
Enter/Edit Topics
Sub-topics (if applicable)
Enter/Edit Follow-up Actions
Sub-follow-up Actions (if applicable)
Click ‘Save & Complete’

39. Event Creation Add App Content to the Specific Event 5b
Add Users to the Event:
Note: If you add users to the Company Group you will need to go back into each event and check their name off and resave the event completely. Remember to ‘Save.’
Add Attendees to the Event:
Load a CSV file
Import Manually
Import from MA/CRM
Enter/Edit Topics
Sub-topics (if applicable)
Enter/Edit Follow-up Actions
Sub-follow-up Actions (if applicable)
Click ‘Save & Complete’

40. Event Creation Add App Content to the Specific Event 5c
Add Users to the Event:
Note: If you add users to the Company Group you will need to go back into each event and check their name off and resave the event completely. Remember to ‘Save.’
Add Attendees to the Event:
Load a CSV file
Import Manually
Import from MA/CRM
Enter/Edit Topics
Sub-topics (if applicable)
Enter/Edit Follow-up Actions
Sub-follow-up Actions (if applicable)
Click ‘Save & Complete’

41. Event Creation Add App Content to the Specific Event 5d
Add Users to the Event:
Note: If you add users to the Company Group you will need to go back into each event and check their name off and resave the event completely. Remember to ‘Save.’
Add Attendees to the Event:
Load a CSV file
Import Manually
Import from MA/CRM
Enter/Edit Topics
Sub-topics (if applicable)
Enter/Edit Follow-up Actions
Sub-follow-up Actions (if applicable)
Click ‘Save & Complete’

42. Event Creation Add App Content to the Specific Event
Add Users to the Event:
Note: If you add users to the Company Group you will need to go back into each event and check their name off and resave the event completely. Remember to ‘Save.’
Add Attendees to the Event:
Load a CSV file
Import Manually
Import from MA/CRM
Enter/Edit Topics
Sub-topics (if applicable)
Enter/Edit Follow-up Actions
Sub-follow-up Actions (if applicable)
Click ‘Save & Complete’ 6

43. Event Intelligence Report & Leads

44. Event Intelligence Report
Login to atEvent Central Dashboard
Click ‘Event Intelligence’
Users will be able to view analytics by Person, Month, Day, and App
Selected Topics and Follow-Up actions will also be viewable 1

45. Event Intelligence Report2
Login to atEvent Central Dashboard
Click ‘Event Intelligence’
Users will be able to view analytics by Person, Month, Day, and App
Selected Topics and Follow-Up actions will also be viewable

46. Leads Click on ‘Leads’ Exporting Leads as .csv 4
After clicking on View Leads; type in the desired event name into search bar

47. Leads Click on ‘Leads’ Exporting Leads as .csv 5
After clicking on Leads; type in the desired event name into search bar 5

48. FAQs

49. Frequently Asked Questions
Where do I get my login? You will receive an from the atEvent Administrator once your company admin has set you up as a user. You will need to activate your by creating a secure password for your login.
What if I cannot login? Ensure proper data connection. If unable to login, note which error message you receive and contact
My internet connection has full bars. Why are my cards still pending*? Full bar strength is not indicative of a strong data connection. Once you have a strong connection the cards will begin to process. *Note that it can take up to an hour for full transcription.
Does the phone app work offline? Yes, initial login is required (Data connection required). Once logged, app can function in offline mode. However, users must not log out while in offline mode as captured information will be lost.
What if I scan a QR Code/Bar Code using the Business Card Scanner tab? If accidental QR Code/Bar Code is scanned under incorrect tab, information will read as <No Name>.
Can one prospect’s record be scanned multiple times? Yes, as long as that prospect’s card is scanned by another staffer. If the same booth attendee’s card is scanned multiple times by the same staffer the more recent scan will override previous scans.
What if my camera is blacked out? You will need to go to your Settings and click on the atEvent App and grant access to the app to use the camera.
If I am prompted to retake the business card photo, do I have to re-enter the topics and follow-up actions? Yes, the app associates topics and follow-up actions with each attendee. Therefore, if card was previously unreadable, the previously created attendee was not saved and must be re-entered into system.
What happens if I scan the business card and the QR Code for the same attendee? This will create two separate entries for the same attendee in the system. For trial purposes, the QR Code and Bar Code functionality have not been set up.

50. Thank you for your time. Paula Gross, Customer Success
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