How to Integrate Jotform with Hubspot CRM

June 17, 2022

HubSpot has been around for quite a while. With a competitive global presence, they are arguably the most comprehensive and productive marketing platform in the industry. With HubSpot CRM, you can manage all your customers and business contacts in one place.

The HubSpot integration on Jotform connects seamlessly to your HubSpot CRM account and automatically syncs your business and customer contacts.

This guide will help you to connect your Jotform to HubSpot, and it should only take a couple of minutes.

  1. Go to the Settings tab in the Form Builder.
  2. Click Integrations on the left.
  3. Search and select HubSpot.
  4. Click Authenticate and complete the authentication process.
form-builder-hubspot-integration-min.png
  1. Next, map your HubSpot CRM fields to your form fields.
  2. Click Complete Integration to save the changes.
form-builder-hubspot-complete-integration-min.png

How to Create a Deal for a Contact

If you’d like to create a deal after integrating your HubSpot account, all you have to do is make sure Create a Deal is selected when you add your contacts. 

Creating a deal will automatically update or create a contact, so you must have a contact to create a deal.

You can’t create a deal through this integration without updating or creating a contact. If you’d like to update your contact when you create a deal, all you need to do is make sure ‘Update if contact already exists’ is checked. If you don’t check ‘Update if contact already exists’, then a new contact will automatically be created when you create a deal.

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