Do you offer a lead retrieval app system that integrates with Hubspot?

  • Paula Goudie
    Asked on April 30, 2024 at 7:17 AM

    Hello, I am investigating lead retrieval apps so we can quickly and effectively capture leads at congresses and integrate them into HubSpot. is this something you offer?


    Thanks,

    Paula

  • Shane JotForm Support
    Replied on April 30, 2024 at 8:17 AM

    Hi Paula,

    Thanks for reaching out to Jotform Support. Yes, Jotform offers integration with HubSpot. Jotform connects seamlessly to your HubSpot CRM account and automatically syncs your business and customer contacts. Doing that is easy. Let me show you how:

    1. In Form Builder, click on Settings from the top navigation bar.
    2. Select Integrations from the left menu.
    3. Search and select HubSpot.
    4. Click Authenticate and~ complete the authentication process.

    Form Builder Hubspot Integration Screenshot 10

    5. Map your from fields with your HubSpot CRM fields.
    6. Click the Complete Integration button to save the changes.

    Form Builder Hubspot Complete Integration Screenshot 21We also have a guide about How to Integrate Jotform with Hubspot CRM that you can check out.

    Reach out again if you have any other questions.

  • Paula
    Replied on May 1, 2024 at 6:22 AM

    Thank you - is there a way that we can capture leads quickly by scanning a picture of a business card or exhibition badge and it automatically pulls all the info to make the input faster?



  • Ravi JotForm Support
    Replied on May 1, 2024 at 6:33 AM

    Hi Paula,

    Thanks for getting back to us. At a moment, there is no feature that populates the information from scanning the Image to the respective fields in the form.

    We do have Spreadsheet to Form widget available on our platform, that allows you to upload the information in Excel format. Based on the unique value, it will populate the respective field with the information present on the uploaded Excel sheet. I would suggest you to go through How to Use the Spreadsheet to Form Widget guide, to know how it works.

    As the feature you're looking for isn't available at Jotform right now. We've gone ahead and escalated your request to our developers, but when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

    Thanks for your patience and understanding, we appreciate it.

  • Paula
    Replied on May 2, 2024 at 3:03 AM

    Thank you Ravi, hope that this may be a feature that is available in the future :)!

 
Your Answer