The HubSpot Forms Integration gives you an easy way to integrate all of your online forms with HubSpot CRM, to achieve High-Converting Lead Capture Forms and more. Capture leads and contacts from your website and sends customer data to HubSpot CRM; helping you develop and keep healthy relationships with your newest visitors. Learn how to use it in the following article.
- Smooth Automation: Send submitted data from your forms directly into your CRM account.
- Build Better Relationships: Build custom user-submitted form and pass any information captured on your website or application to HubSpot, including custom data. Good candidates would be forms that do calculations or have custom elements.
- Map HubSpot Fields: Easily map your Easy Forms fields to your HubSpot Forms fields and Gain more information about your customers.
- Opt-In Conditional Logic: Control opt-in and only add data when a certain condition is met.
How to use it
The first step is to create a form. To create a Form through the Form Builder you just need to drag and drop the fields your form needs. Then, from the HubSpot Forms Add-On interface you can select the fields that will collect the necessary information to send to HubSpot. For example, email, name, etc.
Now, to create a Sign-Up Form follow the next steps:
- Click the Set Up a Form button
- Name: Enter a configuration name to recognize this configuration in the system.
- Choose your Form
- Enter your HubSpot Endpoint. Click here to get more information.
- Click on Status: ON.
- Event: Usually we will want to pass data in real time (When a form is submitted).
- Context. To send a set of data containing contextual information for the submission.
- Field Mapping: You need to map the form fields (QuickForms) to the HubSpot Form field name.
- Consent: If the form was created with the GDPR notice enabled, the details of those notices must be included in the form submission data. Click here to get more information.
- Tracking Code: Enable the HubSpot tracking cookie token value used for HubSpot lead activity tracking. Click here to get more information.
- Save the Form.