Tips, Tricks & Best Practices

egami
Participant

Add a contact to a contact list on signin of portal site

SOLVE

What I want to do
I want to allow only users who have already signed in to my portal site to access knowledge base.

 

Therefore, I need to dynamically add a contact to a contact list when signin form is submitted (because user access to each article is controlled by the contact list set to each of them)

 

  • Questions
    Is it possible to add a contact to a certain contact list when user registration on the portal site is executed? (I think it's possible to do so when a specific HubSpot form is submitted. However, it's not a form but template signin page in this case.)
  • Is there any other way to solve this problem?

Thank you in advance.

1 Accepted solution
jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

Add a contact to a contact list on signin of portal site

SOLVE

Hey @egami, thanks for reaching out! This is a great question.

 

The tricky part about this is that you need to trigger a HubSpot action from a tool outside of HubSpot that doesn't have actions natively tracked within HubSpot. However, you may be able to accomplish this using custom behavioral events:

Depending on how your portal site is configured, you may be able to notify HubSpot when a sign-in occurs. That custom behavioral event could then add the contact to a list, update a custom property, etc.

 

Alternatively, if your portal site supports the HubSpot tracking code and has a unique URL, you could create your list based on page views. If there's a page that's accessible only once the user has signed in, you could use it in your list criteria.

 

You could also look into requiring member registration to access private content (more info in this HubSpot Knowledge Base article). 

 

Hope this helps at least get you started!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature

View solution in original post

1 Reply 1
jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

Add a contact to a contact list on signin of portal site

SOLVE

Hey @egami, thanks for reaching out! This is a great question.

 

The tricky part about this is that you need to trigger a HubSpot action from a tool outside of HubSpot that doesn't have actions natively tracked within HubSpot. However, you may be able to accomplish this using custom behavioral events:

Depending on how your portal site is configured, you may be able to notify HubSpot when a sign-in occurs. That custom behavioral event could then add the contact to a list, update a custom property, etc.

 

Alternatively, if your portal site supports the HubSpot tracking code and has a unique URL, you could create your list based on page views. If there's a page that's accessible only once the user has signed in, you could use it in your list criteria.

 

You could also look into requiring member registration to access private content (more info in this HubSpot Knowledge Base article). 

 

Hope this helps at least get you started!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature