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Globo is the company specializing in website design and development in Vietnam.
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Connect form data to Hubspot

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Estimated reading time: 1 min

Step 1: Get Hubspot Portal Id

Please follow this link to know more:

https://knowledge.hubspot.com/account/manage-multiple-hubspot-accounts?&_ga=2.213679508.1258595645.1656994320-1460215817.1656259344#check-your-current-account

 

Note:

To check which HubSpot account you’re currently in:

  • In the upper right, click your account name.
  • In the dropdown menu, under your account name, you can find the account name and unique Hub ID. Copy it.

 

 

Step 2: Find or Generate Your Access Token

Please follow this link to know more:

https://developers.hubspot.com/docs/api/private-apps#create-a-private-app

 

Note: 

  • Make sure at least the scopes below is enabled in Hubspot

forms, crm.objects.contacts.write, crm.schemas.contacts.write

 

  • On the Access token card, click Show token to reveal your access token. Click Copy to copy the token to your clipboard.

show-private-app-access-token-1

 

Step 3: Add the Hubspot Portal Id and Private App Access Token to the app 

1. From the app admin page > Settings 

2. In the Hubspot > Hubspot Portal Id andHubspot Private App Access Token > paste the ID we find in step 1 here

3. Click Save to update the changes

 

Steps 4: Map the form data to Hubspot

Before map the data, please make sure you already create a form in Hubspot to collect customers information.

To create a form in Hubspot: https://knowledge.hubspot.com/forms/create-forms#create-a-form

 

After that, we map the Globo form data with the Hubspot form data.

1. From the app admin page, click Form > open the form you want to deal with

2. Click Settings > Integration > Hubspot 

 

3. Select the value of the form (on the right) to match with the form field in Hubspot.

Note: You need to create a form in Hubspot first

Note:

The Email value is compulsory here to create a new profile in Hubspot

The other values are optional. Please map them based on your needs

For example: the First name  field of Hubspot is matched with First name field of the form, the Last name  field of Hubspot is matched with Last name field of the form

 

4. Click Save to update the changes

5. Check the data in Hubspot after the form is submitted

 

 

If you do encounter any difficulty while proceeding these steps, don’t show any hesitation to contact us promptly via the email address apps@globosoftware.net

We are always willing to help with all sincerity!

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