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HubSpot

HubSpot Integration

Automate your marketing and sales workflows with Formstack’s easy-to-use forms and documents plus HubSpot.

Formstack Forms + HubSpot

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Integration Overview

With the HubSpot integration for Formstack Forms, you can collect data and send it to HubSpot CRM automatically. Simplify lead management and optimize your marketing and sales efforts.

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Partner Overview

HubSpot is a CRM platform that brings marketing, sales, content management, and customer service together. Through a variety of tools, businesses can better align their sales and marketing teams, foster sales enablement, boost ROI, and optimize their marketing strategies.

Use the integration to:

  • Capture quality leads with smart forms and surveys
  • Create and update records by merging form data into mapped fields
  • Get access to in-depth form analytics and conversion data

What You Need

How It Works

  1. Log in to your Formstack account, go to your form, navigate to Settings > Integrations > CRM, and click to add HubSpot.
  2. Go to the integration settings, add your Hub ID, and log in to HubSpot to authenticate your account.
  3. Select a HubSpot user and HubSpot form, and then map the HubSpot fields to fields or values on your Formstack form.

Find Out More

For more information on setting up the integration with Formstack Forms, check out this help article or visit our Hubspot integration listing.

Formstack Documents + HubSpot

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Integration Overview

With the HubSpot integration for Formstack Documents, you can merge contact data into custom proposals, contracts, letters, and other documents. Generate documents in minutes that can help you follow up with leads and close sales deals.

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Partner Overview

HubSpot CRM is a platform that brings marketing, sales, content management, and customer service together. Through a variety of tools, businesses can better align their sales and marketing teams, foster sales enablement, boost ROI, and optimize their marketing strategies.

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Use the integration to:

  • Seamlessly merge contact data into your document templates
  • Automate the creation of proposals, contracts, and other sales documents
  • Deliver documents to prospects or clients via email or a variety of third-party options

What You Need

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How It Works

  1. Upload your own fillable PDF, Word, Excel, or PowerPoint document; or build one from scratch within Formstack Documents.
  2. Choose to deliver your documents via email or send them to a third-party integration.
  3. Log in to your Zapier account and set up triggers for HubSpot and Formstack Documents to start generating documents with your HubSpot data.

Find Out More

For more information on using Formstack Documents with HubSpot, check out this help article.

Request a Demo

Integration Overview

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Partner Overview

Use the integration to:

What You Need

How It Works

Find Out More

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