Hubspot Integration

The HubSpot Integration Addon for WPForms allows you to seamlessly connect your WPForms submissions with HubSpot CRM. Automatically create or update contacts in HubSpot whenever a form is submitted—no manual data entry required.

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Requirements #

Before getting started, make sure you have:

• WordPress installed and running
• WPForms (Lite or Pro) installed and activated
• Ultra Addons for WPForms plugin installed and activated
• An active HubSpot account

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Installation #

1. Log in to your WordPress dashboard.
2. Navigate to Plugins → Add New.
3. Upload and install the Ultra Addons for WPForms plugin.
4. Activate the plugin.
5. Ensure WPForms is installed and activated.

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Connecting HubSpot with WPForms #

Step 1: Access HubSpot Integration Settings #

1. Go to WPForms → Settings → Integrations.
2. Find HubSpot Integration.
3. Click Connect.

Step 2: Authorize HubSpot #

1. Log in to your HubSpot account when prompted.
2. Grant the required permissions.
3. Once connected, your HubSpot account will appear as Connected.

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Setting Up HubSpot Integration in a Form #

Step 1: Enable HubSpot Integration #

1. Go to WPForms → All Forms.
2. Edit an existing form or create a new one.
3. Navigate to Marketing → HubSpot.
4. Click Add New Connection.

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Step 2: Configure Connection Settings #

• Connection Name
  Give your connection a recognizable name.
• Select HubSpot Account
  Choose the connected HubSpot account.
• Action
  • Create New Contact
  • Update Existing Contact

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Step 3: Field Mapping #

Map WPForms fields to HubSpot contact properties:

• Email (required)
• First Name
• Last Name
• Phone Number
• Custom HubSpot Properties

You can map both default and custom fields for full data control.

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Conditional Logic (Optional) #

You can choose to send data to HubSpot only when specific conditions are met.

Example:

• Only send contact data if the user selects “Yes” to a newsletter checkbox.

Enable Conditional Logic, set your rules, and save.

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Testing the Integration #

1. Submit a test entry through your form.
2. Log in to HubSpot.
3. Go to Contacts.
4. Confirm the contact was created or updated successfully.

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Supported Features #

• Real-time contact synchronization
• Custom field mapping
• Conditional logic support
• No-code setup
• Multiple form connections
• Secure API-based integration

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Troubleshooting #

Contacts not syncing? #

• Ensure HubSpot is properly connected
• Confirm required fields (like email) are mapped
• Check conditional logic rules
• Reauthorize HubSpot if needed