HubSpot Integration: The Approval Status of the form to be connected with the HubSpot integration

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    Kris Chau
    Asked on April 26, 2022 at 05:04 AM

    Hi! We integrate our forms with hubspot and it works well. We have a form that will need an approval. Is there a way to log the approval in hubspot to show the form was approved and/or the date the form was approved?



    This is a re-post of a comment on How to Integrate Jotform with Hubspot CRM

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    Martin
    Answered on April 26, 2022 at 05:19 AM

    Hello Kris,

    Thanks for reaching out to Jotform Support. Thank you for your feedback. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

    Thank you for your patience and understanding.

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    Martin
    Answered on April 26, 2022 at 06:41 AM

    Hello Kris,

    Thanks for your patience, we appreciate it. I have made some tests and the Approval Status cannot be logged in to the HubSpot Integration. While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform. 

    Although that feature isn’t available yet, as a workaround, we can use the PDF Submission Report where the Approval Status can be implemented.
    1650968063_6267c5ff09e8d_Screenshot_95.p
    Then, we can use the Google Drive Integration where the submission data will be integrated together with the Approval Status; therefore, using third-party platforms like Zapier, the Google Drive and the HubSpot integrations can be merged, and the file with the Approval Status can be integrated into HubSpot.
    Google Drive + HubSpot Integrations - Zapier

    If you need further assistance, please let us know.

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    kylelamont22
    Answered on June 16, 2022 at 11:43 AM

    Hi Martin,

    I am working on something similar. What I can't seem to work out is how to get the submission data from the PDF that is loaded to google drive > into Zapier?

    I have google drive setup as the trigger in Zapier (New File in Folder trigger). It retrieves the file meta from google drive (including the link to the PDF).. but I can't get any of the data to use (ie Approval Status).

    Do you know if I need to find a parser app to parse the pdf data first? in a zapier step?

    Thks for any input

    Kyle

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    Hanne
    Answered on June 16, 2022 at 01:46 PM

    Hi Kyle,

    Thanks for reaching out to Jotform Support. I have moved your concern to a new ticket to avoid confusion. Please check it here.

    You will receive a reply there soon.