Plugin / Gravity Forms HubSpot
CRM Perks.
Description
Description
Gravity Forms HubSpot Add-on automatically sends form submissions to HubSpot when someone submits a form. Learn more at crmperks.com
Gravity Forms HubSpot Add-on Setup
- Go to Forms -> Settings -> HubSpot then add new account.
- Go to Forms -> select any form -> Settings -> HubSpot then create new feed.
- Map required HubSpot fields to Gravity Forms form fields.
- Send your test entry to HubSpot.
- Go to Forms -> select any form -> Settings -> HubSpot Logs and verify previously sent entries.
Connect hubspot crm account
Connect any gravity forms to HubSpot account by safe and secure Oauth 2.0 or API Key. Additionally, you can connect multiple hubspot accounts.
Mapping HubSpot fields
Simply select any HubSpot object(Contact, Ticket etc) or hubspot form then map gravity forms form fields to HubSpot object fields.
Manually send entries to HubSpot
Automatically Send gravity forms submissions to HubSpot when user submits form. Also , you can manually send gravity forms submissions to HubSpot.
Filter Gravity Forms HubSpot submissions
Either send all gravity forms entries to HubSpot or filter entries sent to HubSpot based on user input. For example , only send that entry to HubSpot which contains work email address.
Gravity Forms HubSpot logs
View a detailed log of each gravity forms entry whether sent or not sent to HubSpot and easily resend gravity forms entry to HubSpot.
Send Data As HubSpot object Notes
if a contact form has fields which can not be mapped to any HubSpot contact fields, So you can send such fields as HubSpot contact note.
Hubspot Error Reporting
If there is an error while sending an entry to HubSpot, an email containing the error details will be sent to the specified email address.
Create Or Update Contact in HubSpot
If a contact already exists in HubSpot, update it otherwise create a new contact in HubSpot CRM.
Premium Version Features.
Following features are available in premium version Gravity Forms HubSpot Pro.
- Custom fields particularly Phone Number fields fields.
- Add HubSpot Contact to Deal, Ticket, Task, Company.
- Assign a Company to Contact, Ticket, Task.
- Add Contacts to HubSpot Lists and WorkFlows.
- Assign a Contact to Ticket or Task.
- when a user submit a form, you can save gclid, utm parameters and Geo location.
- Lookup lead’s email and phone number using email or phone number lookup services when user submits a contact form.
- 20+ premium addons
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