Looking to create a WordPress contact form and send contacts to your HubSpot account?

With Gravity Forms and our HubSpot add-on, you can easily collect and manage the essential leads your business depends on. First create premium contact forms that allow you to collect all relevant information from your visitors, then follow up with personalized and timely email campaigns from HubSpot.

In this article, we’ll cover the many features you can expect when you integrate the power of Gravity Forms and HubSpot, and how these combined tools can help you improve your sales and marketing. We’ll also walk you through how to get started with Gravity Forms, use a ready-made contact form template, and most importantly, how to integrate your HubSpot account into any form on your site.

Let’s get started…

HubSpot: An Introduction

HubSpot is a powerful marketing platform that lets you automate key business processes and manage customers and customer data in one central location.

With HubSpot, you can easily organize and manage your email list as well as:

• Nurture potential leads with email marketing and follow up at the right time
• Keep track of all customer and customer information to personalize follow-up messages
• Track engagement and leads at every stage of their customer journey
• See detailed statistics for all your sales pipelines
• Manage customer information in a central inbox
• Integrate HubSpot with thousands of other apps and platforms via built-in integrations and Zapier

With all these features, you can easily grow and maintain your customer database and increase your conversion rates.

Gravity Forms HubSpot Add-on

The Gravity Forms HubSpot add-on gives you seamless integration of your forms with your HubSpot account. Once you activate and connect the add-on, you can send new form submissions directly to your HubSpot dashboard and track your contacts.

Let’s take a look at the main features of the Gravity Forms HubSpot addon…

Create and update contact profiles

With our add-on, a new contact will be created or an existing customer record updated every time a visitor submits the form on your website.

You can then gain insight into people’s behavior on your site: which pages a contact visited on your website and any forms they submitted. This will help you understand what each individual is interested in so you can tailor future communications, sending them more targeted emails.

Control the data

One of the main features of the add-on is the ability to control exactly what form data is sent to your HubSpot account. Not only that, but you can also control what happens with this data once it’s added to your CRM.

For example, you can choose which contact data you want to collect and assign new contacts to your team members in HubSpot. You can also use conditional logic to set conditions that allow you to send information to your HubSpot account only if those conditions are met, ensuring that only validated leads are added to your email list.

Automatically trigger email sequences

Once someone submits a form on your website connected to your HubSpot account, you can trigger an automated email sequence or set of follow-up emails. This makes it easy to continue nurturing your leads while they are still engaged with your business.

Support for custom field types

The HubSpot add-on also lets you map your form fields to any custom properties you’ve created in HubSpot.

You’ll get support for choice-based fields, including ratio buttons, drop-down lists, and single and multiple checkboxes, to name a few. You can map these fields directly to custom properties in HubSpot. With this, all relevant information collected with your form will be sent and processed correctly in your HubSpot CRM.

For more information about supported field types for mapping to HubSpot custom properties, see the Gravity Forms documentation.

How to create a HubSpot contact form

Now that you know what the HubSpot add-on is for, let’s see how you can start using it…

Step 1: Purchase and install Gravity Forms

The first thing you will need to do is purchase a Gravity Forms license and install the plugin on your site. Gravity Forms offers four different licenses and the HubSpot add-on is available with all of them. Simply choose the license that suits you, then download and install Gravity Forms.

For step-by-step instructions on how to get started with our plugin, check out this video tutorial – How to Install Gravity Forms on Your WordPress Website.

Step 2: Create a new form or select a template

The next step is to create a contact form that you will connect to your HubSpot account. You can create a form from scratch or speed up the process by using one of our pre-made form templates.

Whether you want to use a template or start from scratch, click the button Forms > New form Sidebar menu item.

You can then choose the blank form option or select one of the ready-made templates. For this guide, we will use the simple contact form template.

Locate the simple contact form template in the library and move the cursor over it. Then click on the Use the template button.

On the next screen, give the form a title, such as Contact Form, and add an optional description for your reference. Then click on the Use the template button.

The template you selected will then be displayed in the form editor. You can now customize the form by changing its appearance and adding and removing fields.

For more details on creating a custom form for your site, check out this guide – How to Create a WordPress Contact Form.

Step 3: Install and connect the HubSpot add-on

Now that you have a form on your website, you need to install the HubSpot add-on.

In your dashboard, go to Forms > Add-ons and scroll down until you find the HubSpot Add-on. Press Install and then Activate plugin.

You will then need to connect your HubSpot account to your website. Go to Forms > Settings > HubSpot. Click the button to connect your HubSpot account.

Step 4: Configure the form’s HubSpot feed

The final step is to create a feed for the HubSpot add-on that will send the data collected from your website to your HubSpot account.

In your WordPress dashboard, navigate to Forms and select your contact form. Then, once in your contact form, hover Settings and click HubSpot. Click Add new to create a new feed.

As you can see, you can assign a form owner, map contact details, and even assign additional contact information using form fields.

Custom properties can be created in your HubSpot account using the Create tool. Property option under the Actions > Property Settings area.

As mentioned earlier, you can map the following field types to custom properties in your HubSpot account:

• Uploading files
• Single line text
• Multiline text
• Numeric field
• Date picker
• Single on/off checkbox
• Checkboxes
• Radio buttons
• Expand

If you created a new property in HubSpot but it’s not visible when setting up the feed, you’ll need to clear the cache. The list of custom fields retrieved from HubSpot is cached for approximately one hour to stay within the bounds of the HubSpot API. This may lead to newly created HubSpot custom properties not being immediately visible in the configuration menus.

To clear the cache, go to Forms > Settings > HubSpot and click on the Clear custom fields cache button.

Once refreshed, you should then be able to immediately see the supported fields in the HubSpot Feed dropdown. For more information on creating a HubSpot form feed, see the Gravity Forms documentation.

When you’ve finished customizing your form’s HubSpot feed, your form is ready to add to any page or post on your website. For more detailed information on how to do this, check out this article – How to Embed a Form in WordPress.

Ready to create a contact form with Gravity Forms and the HubSpot add-on?

If you want to learn more about HubSpot, you will find the following resources helpful:

Still don’t have Gravity Forms or the HubSpot add-on? If you’re hesitant about licensing Gravity Forms, start by signing up for a free personalized demo of Gravity Forms.

In the demo, you can create a form from scratch using our intuitive drag-and-drop form builder or customize one of our pre-built form templates. And while you’re at it, don’t forget to check out all the Gravity Forms add-ons, HubSpot included, to see how you can extend your forms even further.

Are you already convinced to use Gravity Forms? Buy our premium WordPress form plugin today!