Overview

The advanced Form Integration plugin allows you to integrate Contact Form 7 with Hubspot CRM. When a user fills out a form on your website, the plugin will send the relevant data to your Hubspot CRM account and create a new contact in Hubspot CRM with additional custom fields support. The AFI Pro supports creating companies, deals, tickets, tasks, etc.

2 Sample Contact Forms

Supported Features

  • Allows you to create a new contact in Hubspot CRM with additional custom fields support. The AFI Pro supports creating companies, deals, tickets, tasks, etc.

Requirements

  • Make sure that the Advanced Form Integration plugin is installed and activated.
  • The feature is supported under the free license so no payment is needed. Enjoy!
  • Read plugin documentation for Contact Form 7 and Hubspot CRM. It is not required but helpful for better understanding.

Set up Hubspot CRM API Connection

Before starting, you are required to set up the Hubspot CRM API connection in plugin settings.

  1. Go to the WordPress admin area, and click AFI > Settings.
  2. Activate Hubspot CRM and save. Open the Hubspot CRM tab.
  3. Go to your Hubspot CRM account. Then go to Settings > Integrations > Private Apps.
  4. Click on the Create a private app button.
  5. Go to the Scopes tab, and select required scopes.
  6. Click on the Create button.
  7. Click on Show token and copy the key.

Create New Integration

Once the API connection is done you can start creating new integration. Click on Add New under the AFI menu, New Integration page will appear.

Title

A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one when there is multiple integrations setup.

Trigger

Select Contact Form 7 in the Form Provider dropdown. Contact Form 7 plugin must be installed and activated otherwise you won’t see it listed. After selecting Contact Form 7, all forms built under it will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.

Contact Form 7 – Trigger setup

Action

Select Hubspot CRM in the Platform dropdown.

Hubspot CRM – Action

Map Fields

Map Fields section will appear where you’ll be able to determine which fields to send. Map Email, First Name, Last Name, etc. fields with their similar field in sender platform. Finally, click the Save Integration button.

Conditional Logic

Please check the documentation on Conditional Logic.

Frequently asked questions

Troubleshooting

Still, need help?

Reach our support team at [email protected]

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