HubSpot Integration in SureForms

This guide will help you:

• Create a HubSpot account
• Connect HubSpot with SureForms
• Configure HubSpot actions inside a form
• Test and complete the integration

Step 1: Create a HubSpot Account

If you do not already have a HubSpot account, follow these steps:

• Visit the HubSpot website.
• Click on Create account.
• You can:
  • Sign up manually using your email, or
  • Continue with your Google or Microsoft account.
• Complete the account setup process.
• Once created, log in to your HubSpot dashboard.

Step 2: Connect HubSpot in SureForms

• Go to your WordPress Dashboard.
• Navigate to:
  SureForms → Integrations

• Click on Add Integration.
• Locate HubSpot from the list.

• Select HubSpot.

A pop-up window will appear asking you to connect your HubSpot account.

• Choose your HubSpot account from the list.
• Click Connect.
• Authorize the connection.

Once authenticated, the integration will be successfully added.

Step 3: Connect HubSpot to a Form

After adding the integration globally, you need to connect it to a specific form.

• Go to SureForms → All Forms.
• Edit the form where you want to connect HubSpot.

• Click on Form Settings (top panel).
• Select the Integrations tab.

• Click Add Integration.

• Choose HubSpot.

Step 4: Choose an Action

After selecting HubSpot, you can choose an action based on your requirement:

Available actions include:

• Create Contact
• Update Contact
• Delete Contact
• Company Connect
• Company Disconnect

Select the action you need and click Continue.

Step 5: Map Form Fields

Now you can configure and map your form fields with HubSpot fields.

For example:

• Form Email → HubSpot Email
• Form Name → HubSpot First Name

Make sure all required fields are properly mapped.

Click Continue once done.

Step 6: Test the Integration

• Use the Test option to check the workflow.
• Submit a test entry from your form.
• Verify that the data appears correctly in your HubSpot account.

Step 7: Save the Form

Once testing is successful:

• Click Save.
• Your HubSpot integration is now configured successfully.

You will see a confirmation message that the integration has been set up properly.

You’re All Set 

Your SureForms form is now connected to HubSpot. Any new submissions will perform the selected action automatically.