With Formaloo's new direct integration with HubSpot, you can now connect your forms and data directly to HubSpot without needing third-party automation tools like Zapier, Make.com, or Integrately.
This simplifies your workflow and allows you to manage customer interactions more efficiently.
HubSpot is a leading CRM (Customer Relationship Management) platform that helps businesses attract visitors, convert leads, and close deals. It provides tools for marketing, sales, customer service, and operations.
To Access and connect HubSpot integration in Formaloo, follow these steps:
Step 1: Check if HubSpot is installed in your workspace
HubSpot integration is not installed by default, so you need to check if it's available in your workspace and install it if necessary.
To check and install:
Click on your profile picture in the top-right corner of Formaloo.
Select "App Store" from the dropdown menu.
Search for "HubSpot" in the App Store.
If it's not already installed, click "Install" to add it to your workspace.
Step 2: Add a new integration
Once installed, open the HubSpot integration page to open its details;
You will see three tabs:
Description: A brief overview of HubSpot and the integration.
Add new integration: Where you can set up a new connection.
Active integrations: A list of your current HubSpot connections.
Click on the "Add New Integration" tab.
Select "Connect to HubSpot" to start the authorization process.
Step 3: Authorize HubSpot integration
Click "Connect to HubSpot" to start the authorization process.
Log in to your HubSpot account when prompted.
Grant Formaloo the necessary permissions to access your HubSpot data.
Step 4: Configure and activate the integration
Once authorization is complete, configure the following:
Select the Formaloo form that should send data to HubSpot.
Choose the HubSpot object type (Contacts, Deals, or Companies) where data will be saved.
Map the fields from Formaloo to HubSpot to ensure the right data is transferred.
Click "Save" to enable the integration.
You’ll now see this connection listed under the Active Integrations tab.
You can return to this tab anytime to edit or disable your connection.
Example use case: Automating lead management
A common use case for this integration is automating lead management. If you have a lead generation form in Formaloo (e.g., a contact form, newsletter signup, or customer inquiry form), you can automatically send submitted data to your HubSpot CRM.
🧩 Template:
For a ready-made solution, you can use this Lead generation form template to automatically capture and sync leads with HubSpot.
Customize it to collect customer inquiries, newsletter signups, or contact requests, and seamlessly transfer the data to your CRM for automated follow-ups. 🚀
How it works:
A visitor fills out a lead generation form on your website.
The submitted data is instantly transferred to your HubSpot CRM.
HubSpot can then trigger automated workflows, such as assigning a sales representative, sending a follow-up email, or segmenting the lead into different lists.
This integration helps businesses save time by eliminating manual data entry and ensuring that every lead is captured and followed up on promptly.