HubSpot integration ensures seamless customer relationship management by efficiently managing the contacts of your customers. Because of MetForm’s HubSpot integration, you don’t need to worry about losing forms that are submitted by your clients or visitors. All contact information of your customers will be stored on your HubSpot account that you can use in the future.

Attention:
We had API based connection before. If you have API based connection with HubSpot, then reconnect your HubSpot account to your site by following the process below using OAuth 2.0.

Get Started #

sign up for a free HubSpot account

STEP 1: Connect HubSpot with MetForm #

Access your WordPress dashboard –

1. Navigate to MetForm Settings
2. Go to CRM & Marketing
3. Select HubSpot and press the “Click Here To Connect Your HubSpot Account” button

It will redirect you to the HubSpot sign in page from where you can sign in or also sign up.

After signing up or signing in, your HubSpot account will automatically get connected to MetForm using OAuth 2.0. Finally, go back to your WordPress dashboard > click on the“Save Changes” button.

NOTE:
We had API based connection before. If you have API based connection with HubSpot, then reconnect your HubSpot account to your site by following the above process using OAuth 2.0.

STEP 2: Create Hubspot Form #

Go to Hubspot=> Marketing=> Click on Forms

Click on Create Form=> Created form appeared

Now select a form editor style and click Next

Select a template to build your form

The HubSpot template is ready to edit. It shows the Hubspot Created Form Fields: Firstname, Lastname, Email.

STEP 3: Create a New Form #

From the dashboard, navigate to MetForm and click Add New Form.

Check out the MetForm form templates, select one or a blank one then import it.

Whether you choose a blank template or a ready one, you have to match the fields with the HubSpot Form Fields.

After editing the necessary things, click Publish.

NOTE: After creating the form this way, you can use it on any page using a shortcode or the MetForm widget.

STEP 3: MetForm Form settings #

From your WordPress admin panel, visit MetForm>> Forms.

Then edit the form to which you want to add HubSpot. After that, go to the general tab and enable Store Entries.

Now, enable HubSpot Forms and Contacts that you will find under the CRM tab. Then click fetch HubSpot Forms and select the similar form that you have created in HubSpot. Now here comes the main part.

The left side fields are the added fields of your form that you have added to your site’s contact form and the right ones are the field of the HubSpot contact form. You need to choose the exact HubSpot field name in the right side. For example, if the field name of the first name in the HubSpot form is First name (Listing) then you need to choose that like the gif. Like this choose all the fields name of HubSpot Form.

2. Go to the Site=> Fill the Form and Click on Submit Button

3. Go to Hubspot=> Click on Contacts

• You can see the submitted contact form Here.

👉 Checkout how to multiply leads with HubSpot integration.