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January 25, 2023
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.
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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Hi thanks for this video, I don't understand the point of the prefill. Does it help them or us? Does it change my form? Thank you
Is there a way to have it create a deal for a 'company' rather than the 'contact'?
Is there a way to pull in the source/medium that contact came from before they completed the form?
The contact is created as a non-marketing contact. How can I make it so it is a marketing contact?
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?
How does your signature component integrate with HubSpot? Use case is company needs field for manual customer signature via form that would need to connect/upload into HubSpot. Is this feasible?
I'm so disappointed that this only updates currently existing form fields. I REALLY need the integration to create a timeline item with the responses from the form. Most other integration like survey monkey and others already do this. Any ideas for a work around on this? Currently I have to create two forms (one on here and one on hubspot) and create a zap in zapier, but man that's a lot of work for forms I change monthly!
It's super easy to set up mapping from Jot Form fields to Hubspot contact records that's for sure.
But it'd be great if you could sync attachments as well. I've seen in a few Jot Form community posts from 2019 that it's in the development roadmap but here we are in 2022 and seemingly still not available.
Any ideas when this functionality might come to fruition?
Does this work when using tables of data will each row be considered one contact?
If I set up this integration for one form, and then duplicate that form, will the fields in the duplicated form still move over to HubSpot?