Hubspot Integration

Setting up Hubspot integration

1. Go to your form settings

   In the Formtress dashboard, navigate to the form you want to set up the Hubspot integration for and click on it to go to the form details page. Then click on the Connect button in the top right corner.

   Alternatively, you can navigate directly to the Connect page, select Hubspot from the list of integrations, and select your form from there.

2. Connect your Hubspot account

   Click on the Connect button to connect your Hubspot account. You will be prompted to log in to your Hubspot account and authorize Formtress to access your Hubspot data.

3. Select the integration type

   You can choose to create a new contact or submit to a form in Hubspot.

4. Map form fields to Hubspot fields

   Map the form fields to the corresponding Hubspot fields. This ensures that the data from your form submissions is correctly added to your Hubspot account.

5. Save your integration settings

   Once you’ve filled out the form, click the Save button to save your settings.

6. Test your integration settings

   After saving, it’s a good idea to test your integration settings by submitting a test entry through your form and checking if the contact is added to your Hubspot account.

   If you already have form submissions, you can also use the “Sync existing submissions” button to sync all existing form submissions to your Hubspot account.