How do I integrate with Hubspot CRM?

Our direct integration makes it easier than ever to connect Hubspot CRM with your forms!

Connect Hubspot CRM to Paperform

1. In the Form Editor navigate to After Submission → Integrations & Webhooks.
2. Click on "Hubspot CRM" under the heading "Direct Integrations". Choose from the list of possible actions on the dropdown list provided.

1. Click on "Add Account +" to connect your Hubspot CRM account, prompting a popup window to appear requesting you log in and give permission for Paperform to connect your Hubspot CRM account.

1. Once the popup window closes, your account will be successfully connected to Paperform!

You can remove or rename your Hubspot CRM account at any time in your account settings, but note this will also affect any forms using this integration connection.

Setting up an Integration Action

Our Hubspot CRM direct integration is built to be flexible around your use case, so we offer a number of different actions and functions.

Below you'll find an example of how to configure one of these actions.

Create or update a contact

This action will create a new contact (or update if one already exists) using the answers passed through your form submissions.

After setting up your Hubspot CRM connection for the action, complete the fields presented. The list of fields and what they do can be found below;

• Email - The primary email address for your contact.
• First Name - The first name of your contact.
• Last Name - The last name of your contact.
• Company - The company name for your contact.
• Contact Lists - Choose from the dropdown menu which contact list this contact should be stored under.
• Properties - This option will list any default and custom properties for your contact. The fields are directly imported from your HubSpot account.

Once you have finished configuring the action, click the "Send Test" button at the bottom to test out the action. If you're happy with the results, click "Create" to finish setting up the action. This will automatically be live for future submissions.

Considerations

Sending a Test for your action

For the "Send Test" button to work, you must have a recent submission that contains data for the fields being used in your integration action.

If you don't have a recent submission with the correct data set then you may encounter unexpected behaviors with integration action, or it may outright fail.

"Email" must be a valid email address

The format of your email address in the "Email" field must be that of a valid email address. Providing an invalid address will cause your integration action to fail.

• Valid - "email@example.com"
• Invalid - "A@b@c@domain.com"

Unsupported "Properties" field types

Paperform only supports the use of Text (string) and Number fields in your contact properties. Fields of other types will not be visible in your integration settings.

Enable "Use in forms, and bots"

Only properties that have the option "Use in forms, and bots" enabled will be listed on your Paperform integration.

What is Paperform?

Paperform is a web platform that enables anyone to create beautiful online forms, payment or product pages, quickly and intuitively, without any technical knowledge.

Want to be able to do more with Hubspot CRM? Let us know at support@paperform.co.