Overview

The advanced Form Integration plugin allows you to integrate Happy Forms 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

  • The feature requires a Pro license. BUY NOW!
  • Make sure that the Pro version of the Advanced Form Integration plugin is installed and activated. You should have got the links in the email after purchase. You can also download it anytime by logging into the user dashboard.
  • Read plugin documentation for Happy Forms and Hubspot CRM. It is not required but helpful for a 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 Happy Forms in the Form Provider dropdown. The Happy Forms plugin must be installed and activated otherwise you won’t see it list

Happy Forms – Trigger setup

Action

Select Hubspot CRM PRO in Platform dropdown.

Hubspot CRM fields
Hubspot CRM PRO – 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]

Share This Article

Related Post

integrate happy forms to omnisend

How to integrate Happy Forms to Omnisend Easi

https://www.youtube.com/watch?v=SemdZIv4MJE Overvie...

How to integrate Ninja Forms with Hubspot CRM

Overview The advanced Form Integration plugin allows...

How to integrate weForms with Hubspot CRM Eas

Overview The advanced Form Integration plugin allows...