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Hubspot

Configure Formulayt's HubSpot integration to capture form submissions, enable pre-population, schedule meetings and webinars.

Updated over a year ago

Integrating Formulayt with HubSpot

Formulayt offers comprehensive integration with HubSpot, enabling:

  • Form submissions to be captured in your HubSpot instance via the JavaScript API

  • Contact information retrieval for form pre-population using the HubSpot REST API

  • Integration with HubSpot meeting scheduler

  • Connection with HubSpot's webinar platform integrations

Form Submission Capture

Setup Requirements

  1. Create a HubSpot form to capture data from Formulayt form submissions

    • Typically, only a single HubSpot form is needed

    • Include all possible fields from all Formulayt form types, including hidden fields

    • Ensure validation is disabled on all fields (validation rules can cause submission issues)

    • Make sure all Formulayt field names match the HTML names of receiving fields on your HubSpot form

  2. Add these details in the Formulayt Apps area:

    • Your HubSpot account ID

    • The ID of the HubSpot form that should receive submissions

Overriding the HubSpot Form ID for Specific Gates

Because form submissions to HubSpot use the JavaScript API, you can't use the standard "Override submission URL" option to submit to different HubSpot forms. Instead:

  1. Create a new hidden field called "hubspotFormIDOverride"

  2. When this field exists on a gate and contains a value, it's treated as a HubSpot form ID

  3. The submission will be sent to this form instead of the account default

  4. Use rules or pre-population settings to set values in this field as needed

Pre-Population Data

To retrieve contact data from HubSpot for form pre-population:

  1. Create a Private App within your HubSpot account:

    • Sign into HubSpot

    • Click the settings icon in the main navigation bar

    • Navigate to Integrations > Private Apps

    • Click Create private app

    • On the Basic Info tab, enter "Formulayt" as the app name and add an optional description

    • Click the Scopes tab

    • Grant the following scopes with Read access only:

      • crm.objects.contacts

      • crm.schemas.contacts

    • Click Create app

    • Reveal and copy your private app key

  2. Add the private app key in the Formulayt Apps area

Once integrated, you'll be able to select HubSpot contact record fields to pre-populate Formulayt fields from the field editor.

Important: For pre-population to work, you must include the HubSpot tracking script on any webpage where Formulayt gates are located.

Meeting Scheduler Integration

To activate integration with the HubSpot meeting scheduler:

  1. Provide the name of the scheduler you want to use

  2. Once integrated, you'll be able to create scheduler gates within your Formulayt account

Webinar Integration

HubSpot has built-in integrations with various webinar platforms. For example, when the GotoWebinar integration is activated in HubSpot, an "Add Contact to Webinar" action becomes available within workflows.

You can:

  1. Set up a workflow in HubSpot that triggers based on contact property changes

  2. Configure Formulayt to send values in form submissions that update contact properties (e.g., Asset Name, Gate Name, Webinar ID)

  3. Use Formulayt's Webinar Management Module to create dropdown options in user-facing forms, organized by sessions and topics

  4. Send unique session IDs that can be used in HubSpot workflows to automate registration to corresponding webinars in external platforms

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