How to Prefill Your Form Using Data From HubSpot

December 7, 2023

HubSpot is a customer relationship management (CRM) platform with all the software, integrations, and resources you need to connect your marketing, sales, content management, and customer service. HubSpot’s connected platform enables you to grow your business faster by focusing on what matters most — your customers.

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To create prefill URLs with data from your HubSpot Contacts and Companies lists

  1. In the Form Builder, select Publish at the top.
  2. Go to Prefill on the left, then select HubSpot Prefill.
Steps to create a HubSpot prefill
  1. Authenticate or choose your HubSpot account.
The Authenticate button in HubSpot Prefill
  1. Choose your HubSpot list, then map your HubSpot fields to your form fields.
    HubSpot supports the following fields:
    • Text fields — Name, Email, Address, Short Text, Long Text
    • Number fields — Phone, Number
    • Selection fields — Dropdown, Single Choice, Multiple Choice, Scale Rating, Spinner
  2. Once you’re done, select Save Settings.
The HubSpot Prefill's configuration page in Jotform Form Builder
  1. To create prefill entries, select Add a New Prefill.
The HubSpot Prefill's button to add a new prefill in Jotform Form Builder
  1. Choose your desired records to use, then select Create.
Hubspot Prefill's contacts dialog in Jotfor Form Builder
Hubpost Prefill's Load More button Hubpost Prefill's search option

Notes

  • Only the first 2500 records from HubSpot will be loaded. To fetch more, select Load More.
  • The search bar only filters the loaded records. For accounts with more than 2500 records, select Search in all Contacts to search all records from HubSpot.
  • You can only create 20 prefill entries at a time.
  1. To share your form with the prefill data, open a prefill entry’s menu, then choose how you would to share your link.
The HubSpot prefill entry menu in Jotform Form Builder

Managing Your Prefill Entries

You can set each of your prefill entry’s permission to Editable where your form fillers can change the prefilled fields’ values or Read Only where the prefilled fields on your form are locked.

How to Prefill Your Form Using Data From HubSpot Image-1

Selecting your prefill entries shows bulk action buttons for the selected items.

The options for selected items in Jotform Form Builder's HubSpot Prefill

Here are the available options:

  • Download All — Download the selected entries as a CSV file.
  • Send Invitation — Send the selected entries via email.
    Note: You can only send an invitation to up to five people at a time.
  • Delete — Delete the selected entries.

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