Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Form Submission

Triggered each time a form is submitted via Form Director, initiating workflows or actions in HubSpot based on new lead information.
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New Contact Created

Automatically creates a new contact in HubSpot when a form submission occurs, facilitating streamlined lead management and tracking.
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Update Contact Properties

Updates specific contact properties in HubSpot when new information is submitted, ensuring contacts have the latest details.
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Add Contact to HubSpot List

Adds a contact to a specified list in HubSpot, useful for segmenting leads and tailoring targeted marketing campaigns.
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Create Task in HubSpot

Generates a new task in HubSpot to follow up on a form submission, helping your team stay organized and responsive.
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Trigger Workflow Based on Form Input

Starts a specific HubSpot workflow when certain conditions are met in a form submission, such as lead qualification criteria.
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Send Internal Notification

Sends an internal notification to your HubSpot team when a form is submitted, keeping everyone updated on new lead activities.
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Create Deal in HubSpot

Automatically creates a deal record in HubSpot based on form responses, useful for tracking sales opportunities.
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Update Deal Stage

Changes the stage of a deal in HubSpot based on follow-up form data, supporting sales progression tracking.

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Custom Solutions

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Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

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Explore the benefits of integrating RingCentral with HubSpot to transform communication workflows, improve collaboration, and drive productivity across your organization.

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Streamline communication and improve customer engagement by integrating OpenPhone with HubSpot, enabling you to manage calls, texts, and voicemails seamlessly within your CRM platform.

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JustCall

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Experience seamless communication with JustCall integrated into HubSpot. Make calls, send texts, and manage contacts all in one place.

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CloudTalk

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Streamline your communication channels and improve customer interactions with CloudTalk integrated with HubSpot. Discover more about our integration solution.

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Ringover

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Improve team collaboration and customer interactions with Ringover seamlessly integrated with HubSpot. Discover our integration solution now.

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Zoho Mail

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Enhance email communication and collaboration by integrating Zoho Mail with HubSpot, enabling you to sync contacts, track interactions, and streamline email workflows.

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Enhance communication efficiency and customer engagement by integrating Vonage Integration Suite with HubSpot, enabling seamless integration of voice, messaging, and video into your CRM workflows.

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Ultra Twilio Sync by Ulgebra

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Enhance your communication efforts with Ultra Twilio Sync integrated with HubSpot. Streamline messaging processes and improve customer engagement.

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Webex

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Enhance communication and collaboration by integrating Webex with HubSpot, enabling seamless video conferencing, messaging, and file sharing within your CRM platform.

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Zadarma

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Enhance communication efficiency and customer engagement by integrating Zadarma with HubSpot, enabling seamless integration of voice, messaging, and telephony features into your CRM workflows.

Customer Reviews

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John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

Form Director logo

Form Director + HubSpot

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Automate Form Data Management

Seamlessly transfer form submissions from Form Director into HubSpot, ensuring data is organized and accessible for your marketing and sales teams.

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Enhance Lead Nurturing

Capture new leads in HubSpot through Form Director and set up targeted workflows, enabling personalized follow-ups and engagement strategies.

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Centralize Customer Data

Automatically log form entries in HubSpot for a unified view of customer interactions across platforms, helping you better understand customer needs.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Form Director Integration improve lead management?

This integration captures form data directly in HubSpot, simplifying lead management and enabling faster responses to inquiries.

Can I set up automated workflows in HubSpot for form submissions?

Yes, you can trigger workflows in HubSpot based on form submissions, allowing for automated follow-ups and lead nurturing.

Does this integration ensure data consistency between Form Director and HubSpot?

Yes, contact data is seamlessly updated in HubSpot, keeping records current and avoiding duplicates.

How can the integration support our sales team's follow-up process?

Tasks can be created in HubSpot from form submissions, helping your sales team manage follow-ups effectively.

Can we segment leads from Form Director in HubSpot?

Absolutely. You can add contacts to specific HubSpot lists, allowing for targeted marketing efforts and segmentation.

Are we able to track form submission engagement in real time?

Yes, real-time tracking is available, enabling you to monitor engagement as it happens and respond quickly.

How does the integration handle updates to existing contact information?

Contact properties are automatically updated with new form data, so you always have the latest information in HubSpot.

Can we create deals in HubSpot based on form submissions?

Yes, the integration can create deals based on form data, helping your team track and manage sales opportunities.

Is it possible to set up internal notifications for new form submissions?

Internal notifications can be configured in HubSpot, ensuring your team is alerted about new submissions.

How does this integration help us understand customer preferences?

By syncing form data into HubSpot, you can analyze and segment based on customer preferences, helping tailor your outreach.
This integration captures form data directly in HubSpot, simplifying lead management and enabling faster responses to inquiries.
Yes, you can trigger workflows in HubSpot based on form submissions, allowing for automated follow-ups and lead nurturing.
Yes, contact data is seamlessly updated in HubSpot, keeping records current and avoiding duplicates.
Tasks can be created in HubSpot from form submissions, helping your sales team manage follow-ups effectively.
Absolutely. You can add contacts to specific HubSpot lists, allowing for targeted marketing efforts and segmentation.
Yes, real-time tracking is available, enabling you to monitor engagement as it happens and respond quickly.
Contact properties are automatically updated with new form data, so you always have the latest information in HubSpot.
Yes, the integration can create deals based on form data, helping your team track and manage sales opportunities.
Internal notifications can be configured in HubSpot, ensuring your team is alerted about new submissions.
By syncing form data into HubSpot, you can analyze and segment based on customer preferences, helping tailor your outreach.

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