Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Form Submission

Triggered when a form is submitted, instantly capturing the data in HubSpot and enabling prompt follow-up.
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Update Contact Properties from Form Data

Updates HubSpot contact properties with new information collected from forms, ensuring contact records remain accurate and relevant.
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Add Form Submitter to HubSpot List

Automatically adds form submitters to a designated list in HubSpot, ideal for targeted marketing or nurturing campaigns.
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Create HubSpot Deal from Form Submission

Creates a new deal in HubSpot for submissions that indicate a sales opportunity, keeping your pipeline organized.
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Find or Create Contact in HubSpot

Searches for an existing HubSpot contact using form data or creates a new contact if none exist, ensuring all leads are captured.
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Create HubSpot Task for Form Follow-Up

Automatically generates a task in HubSpot for timely follow-up after form submissions, improving lead engagement.
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Log Form Submission in HubSpot Timeline

Records form submission data in the HubSpot contact timeline, maintaining a clear history of interactions.
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Add to Specific Workflow Based on Form Content

Adds contacts to specific HubSpot workflows based on the form responses, tailoring follow-up actions to their needs.
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Remove Contact from List Based on Form Responses

Removes contacts from specified HubSpot lists based on their form responses, keeping segmentation accurate.

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Custom Solutions

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Custom Solutions

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Pennylane

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Streamline financial management and gain insights into your business finances by integrating Pennylane with HubSpot, enabling you to track expenses, manage invoices, and optimize cash flow seamlessly.

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Vitally

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Optimize customer success and retention by integrating Vitally with HubSpot, enabling you to track customer health, identify churn risks, and drive proactive engagement effectively.

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Promo.com

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Create compelling video content and enhance marketing campaigns by integrating Promo.com with HubSpot, enabling you to design and distribute engaging videos that resonate with your audience.

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Uncanny Automator

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Automate repetitive tasks and streamline workflows by integrating Uncanny Automator with HubSpot, enabling you to create automated actions and trigger events based on user interactions seamlessly.

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Google Maps Scraper

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Extract location data and enrich your contact database by integrating Google Maps Scraper with HubSpot, enabling you to gather business information and geolocation data effortlessly.

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Workflow Date Calculator

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Calculate dates and automate date-based actions by integrating Workflow Date Calculator with HubSpot, enabling you to set up date triggers and schedule tasks efficiently within your CRM platform.

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Amplitude

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Optimize user analytics and gain valuable insights into user behavior by integrating Amplitude with HubSpot, enabling you to track user engagement, retention, and conversion metrics seamlessly.

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Interact Quiz Maker

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Drive lead generation and engagement by integrating Interact Quiz Maker with HubSpot, enabling you to create interactive quizzes, capture leads, and segment contacts based on quiz responses effortlessly.

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Celigo

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Automate data integration and streamline business workflows by integrating Celigo with HubSpot, enabling you to sync data between multiple systems, eliminate manual data entry, and improve data accuracy.

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Terminus Email Experiences

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Personalize email campaigns and improve engagement with Terminus Email Experiences integration for HubSpot.

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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 to HubSpot logo

Form to HubSpot + HubSpot

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Effortless Form Creation

Create customizable forms in HubSpot effortlessly to capture lead information, inquiries, and feedback directly from your website visitors.

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Real-time Data Sync

Ensure real-time synchronization of form submissions with HubSpot's CRM, enabling instant access to lead data for timely follow-ups and nurturing.

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Custom Workflows and Automation

Leverage HubSpot's powerful workflows and automation features to streamline lead management processes, ensuring efficient handling and prioritization of form submissions.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the Form to HubSpot integration improve lead capture?

All form submissions are sent directly to HubSpot, ensuring no lead is missed and all data is stored in one place.

Can I use data from form submissions to segment contacts in HubSpot?

Yes, form data can be used to segment contacts, allowing you to target leads based on their specific responses.

How can I automate workflows in HubSpot based on form submissions?

Workflows in HubSpot can be triggered by specific form responses, enabling customized follow-up actions for each lead.

Can I create deals from form submissions that indicate interest?

Yes, submissions that show sales interest can automatically generate deals in HubSpot, streamlining your sales process.

How does HubSpot track form interactions over time?

Each form submission is logged in the HubSpot contact timeline, providing a comprehensive view of lead interactions.

Can I add form submitters to specific HubSpot lists automatically?

Yes, form submitters can be added to designated lists in HubSpot for targeted follow-up or nurturing campaigns.

Can form data update existing HubSpot contacts?

Absolutely. HubSpot contact records are updated with new information from form submissions, keeping profiles up-to-date.

Can I set up follow-up tasks for form submissions in HubSpot?

Yes, follow-up tasks can be automatically created in HubSpot based on form submissions to ensure timely lead engagement.

Can I remove contacts from HubSpot lists based on form responses?

Yes, you can set conditions to remove contacts from lists if their responses indicate they no longer fit certain criteria.

How can I start a HubSpot email sequence for new form leads?

HubSpot email sequences can be triggered by form submissions, ensuring leads receive timely and relevant emails.
All form submissions are sent directly to HubSpot, ensuring no lead is missed and all data is stored in one place.
Yes, form data can be used to segment contacts, allowing you to target leads based on their specific responses.
Workflows in HubSpot can be triggered by specific form responses, enabling customized follow-up actions for each lead.
Yes, submissions that show sales interest can automatically generate deals in HubSpot, streamlining your sales process.
Each form submission is logged in the HubSpot contact timeline, providing a comprehensive view of lead interactions.
Yes, form submitters can be added to designated lists in HubSpot for targeted follow-up or nurturing campaigns.
Absolutely. HubSpot contact records are updated with new information from form submissions, keeping profiles up-to-date.
Yes, follow-up tasks can be automatically created in HubSpot based on form submissions to ensure timely lead engagement.
Yes, you can set conditions to remove contacts from lists if their responses indicate they no longer fit certain criteria.
HubSpot email sequences can be triggered by form submissions, ensuring leads receive timely and relevant emails.

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