Showcase Workshop integrates nicely with popular Customer Relationship Management (CRM) tool, HubSpot.
One of HubSpot’s features is the ability to collect leads via a form. These leads feed directly into your HubSpot database.
But what if you want to host that form in your presentation?
You have four options, listed here from "most seamless & technologically advanced" through to "more lo-fi, but easier":
You can generate the HTML in HubSpot as a normal web-based lead capture.
This option is intended to inherit a website's ‘style’ or CSS, so it has very minimal styling. If style is important to you (of course it is!) you'll need someone to crank out a stylesheet to get it looking nice.
Once you have both HTML and CSS, you can combine these into an HTML zip file to be embedded within your Showcase presentation.
Note: You must be connected to the internet for this to be a reliable option. The form requires an internet connection to work and it won't queue to send it later if you're offline.
You can build an independent HTML form and integrate it with the HubSpot API to get data feeding through.
Note: You'll need some help from the Showcase nerds to get everything synced smoothly, but the benefit is you'll have the offline/queueing functionality in there.
We can go so far as to build the HTML and CSS for you to get it all matchy-matchy.
The only downside is that any further changes to the form will also require development time, rather than simply editing in HubSpot and re-exporting code as you can do with Option 1.
Showcase can support basic standalone forms — either as un-styleable basic panel (fig. 1) or an independent HTML deal (fig. 2). The data will feed through to the Showcase website, under Reporting > Forms (fig. 3).
You can then export data as a CSV and upload this to any CRM (like HubSpot) in bulk.
Showcase supports links to external sites, so if your lead capture form already exists as a webpage or webform (like a Google Form), you can set up a Showcase hotspot to link to this and capture leads straight from there.