Hubspot Integration Guide
Welcome to our guide on integrating Concord into Hubspot. We make it easy to integrate Concord into your Hubspot website in just a few minutes and this guide will help you get up and running quickly. This guide includes the following information:
- Initial Concord configuration.
- Google Consent Mode V2 configuration.
- Integrating Concord into Hubspot.
Getting Started With Concord
As part of the initial onboarding process that occurs when you set up a new organization or project in Concord, you will be able to choose your preferred consent settings, including the Consent Mode (Implied vs. Express), the Blocking mode (how trackers like cookies, scripts, iframes, etc. are processed and blocked), the Google Consent Mode V2 setting (we recommend Basic mode for most companies), the Consent Duration (how long consent lasts), and other options (Sensitive Information consent, Do Not Sell, Global Privacy Control, etc.).
During that process, we provide sensible defaults that are recommended as the default global settings, but those settings can always be adjusted and additional regions can also be added and customized later in all paid plans.
For more details on this process or to complete it for the first time, please follow the instructions in this guide:
https://www.concord.tech/docs/getting-started
Google Consent Mode V2 Configuration
Our Google Consent Mode V2 integration allows websites to adjust how and when data is shared with Google based on user consent collected via the Concord Consent Banner & Privacy Center.
We recommend Basic mode for most companies that work with us and Google and our simplified setup integrates with Google in the following ways:
- Based on the user’s geographical location, privacy laws in that region, and your consent settings in Concord, we can be configured to block all non-essential cookies and scripts until the user grants consent. The GCM integration allows for a few different options that determine how and when Google tags are allowed and what data is shared with them and when.
- Regardless of the chosen GCM Mode (we provide both Basic and Advanced modes), when enabled and once consent is granted, Concord automatically shares the user's consent preferences with Google, which changes the behavior of Google services based on these preferences. This works with both Google Tag (gtag) and Google Tag Manager (GTM) implementations.
As noted above, Basic mode is the default setting and will be automatically enabled unless you change it. More details on that process can be found here:
https://www.concord.tech/docs/understanding-configuring-google-consent-mode-gcm-v2
You can verify that this is set correctly by going to Deployment → Integrations → Embed Concord and checking the setting as shown below. If you want to change that setting, simply click on the button in the upper right of the Google Tag Manager (Consent Mode V2) section (which will show Disabled, Enabled: Basic, or Enabled: Advanced):
Integrating Concord Into Hubspot
The final step is to Integrate Concord into Hubspot, which can typically be done in just a few minutes. Please follow the instructions below to complete this part of the process:
1. Login to your Concord organization and go to Deployment → Integrations → Embed Concord and copy the Direct Embed Code for the project you want to add to Hubspot (projects can be changed via the Projects selector in the page header if needed).
2. Login to your Hubspot account.
- Note: You can refer to this document from Hubspot in regards to the next steps in the process on the Hubspot side: https://knowledge.hubspot.com/website-and-landing-pages/use-code-snippets-with-hubspot-content
3. In your HubSpot account, click the settings icon in the top navigation bar.
4. In the left sidebar menu, navigate to Content > Pages.
5. In the upper left, click the **Choose a domain to edit its settings dropdown menu and select a domain. To apply the same code to all HubSpot-hosted content, select Default settings for all domains.
6. To edit the header for a specific domain, click Override default settings in the Site Header HTML section. Code added to the default settings will no longer apply to this domain's content.
7. To revert a specific domain's header HTML to the Default settings for all domains instead, click Apply default settings.
8. Add the Concord code you copied above to the Site Header HTML section.
- Note: The Concord script should always go above any other custom code to ensure that Concord runs first.
- Note: Concord code should be placed exactly as copied above. Adding async or defer to the code can cause issues with compliance due to timing.
9. In the bottom left, click Save to apply your changes.
10. Go back to Concord to verify your integration under Deployment → Integrations → Embed Concord. If successfully added and published via Hubspot you should see the following:
Congratulations. You have successfully integrated Concord into Hubspot and any future changes to your attached project in Concord will be automatically synced to your website.
