Do you need a way to create a contact in HubSpot from your WordPress form? Integrating your contact form into HubSpot’s marketing platform is a lot easier than it seems. In this tutorial, we’ll walk you through how to automatically import contacts into HubSpot CRM whenever anyone fills out your WordPress form.
Integrating WordPress Forms Into HubSpot
After the installation, you’ll need to create a form. You can see our tutorial on creating a simple contact form in WPForms. Let’s rename the form as HubSpot Connect for the sake of this example.
In order to import contacts into HubSpot CRM from your form, you’ll need to install and activate Zapier addon on your site.
The Zapier addon lets you connect your WordPress forms to over 1,500+ web apps, including things like Salesforce, Jira, and HubSpot app. To access this addon, you must have the Pro license plan or greater. You can learn how to upgrade WPForms license to install the addon.
For more help with this step, you can check out our tutorial on how to install and use the Zapier addon.
Now let’s take a look at how to connect WordPress forms to HubSpot CRM.
Login to your Zapier account and click the Make a Zap button in the top navigation.
Then, follow Zapier’s step by step guide to create a Zap. To see screenshots of every step, you can refer to our tutorial on using Zapier with WPForms.
Make sure to choose the HubSpot Connect form you just created, when you’re asked to setup Edit Options. You must have at least one test entry on your form before fetching existing entries.
You should then see a successful confirmation message.
Want to easily manage your form submissions? Take a peek at our tutorial on how to save your form data in the WordPress Database.
Connecting Your WordPress Forms to HubSpot
Now that you’ve connected Zapier to WPForms plugin, it’s the time to connect WPForms to HubSpot.
The first step is to choose HubSpot as the action app. If you haven’t used the HubSpot app on Zapier previously, you may need to use the search bar to find HubSpot app.
Then, you’ll be asked to select HubSpot action. As we are looking to create a new contact in HubSpot from WordPress, let’s choose Create or Update Content and click Continue.
Now you need to connect your HubSpot account to Zapier. To do this, you’ll need to authorize Zapier to access your HubSpot data. After authorizing it, click Continue.
Now you’ll be asked to update your contact to HubSpot. In this step, you’ll need to connect each contact form field to the appropriate HubSpot field. Then click Continue.
If you want to test the HubSpot contact, click on Test. You can now see what data is being updated in HubSpot contact. Click Create & Continue.
You’ve just tested HubSpot app on Zapier successfully.
You may login to your HubSpot account to verify the updated data.
In the final step, make sure to turn on your Zap. You can also give your Zap an appropriate name. By turning on Zap, you can automatically send contacts to HubSpot CRM whenever your visitors submit the form on your site.
That’s it! Now anytime someone fills out your form, they will be added as a contact in your HubSpot database, so you can keep in touch with email marketing.
Want to get more value from your client forms? Check out these web form hacks to unlock hidden customer data.
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