📝 How to Use the Hubspot Forms Integration

📚 Integrate all of your online forms with the HubSpot CRM, to achieve High-Converting Lead Capture Forms and more.

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Table of contents

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:

  1. Click the Set Up a Form button
  2. Name: Enter a configuration name to recognize this configuration in the system.
  3. Choose your Form
  4. Enter your HubSpot Endpoint. Click here to get more information.
  5. Click on Status: ON.
  6. Event: Usually we will want to pass data in real time (When a form is submitted).
  7. Context. To send a set of data containing contextual information for the submission.
  8. Field Mapping: You need to map the form fields (QuickForms) to the HubSpot Form field name.
  9. 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.
  10. Tracking Code: Enable the HubSpot tracking cookie token value used for HubSpot lead activity tracking. Click here to get more information.
  11. Save the Form.