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Connect form data to Hubspot

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Estimated reading time: 1 min

Please note that the Hubspot integration is only available in PAID plans of our app.

In HubSpot: 

Step 1: Get Hubspot Portal Id

Please follow this link to know more.

 

Step 2: Find or Generate Your Access Token

Please follow this link to know more

Note

Make sure at least the scopes below is enabled in Hubspot: forms, crm.objects.contacts.write, crm.schemas.contacts.write

 

In Form Builder app: 

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

  1. From app admin page > Settings > Third party integration
  2. Click gear icon of Hubspot > Hubspot Portal Id andHubspot Private App Access Token > paste the ID you find in step 1 here
  3. Click Save to update the changes

Steps 4: Map the form data to Hubspot

  1. Before map the data, please make sure you already create a form in Hubspot to collect customers information.
  2. Lear more about creating a form in Hubspot
  3. From app admin page, click Forms > open the form you want to deal with
  4. Click Settings > Integration > Hubspot 
  5. Select the value of the form (on the right) to match with the form field in Hubspot
  6. Click Save to update the changes
  7. Check the data in Hubspot after the form is submitted

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

 

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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