Keep your CRM data accurate and up to date by automatically syncing form submissions, survey responses, and portal entries between Formaloo and HubSpot. With this integration, you can instantly create or update contacts, companies, and deals in HubSpot, no manual work required.
Why connect Formaloo with HubSpot?
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.
When you collect leads, feedback, or client data through Formaloo, it’s essential that this information flows seamlessly into your CRM. By connecting your workspace to HubSpot, you can:
Eliminate manual data entry: Each form submission instantly creates or updates a HubSpot contact.
Enrich your CRM data: Sync key fields like company name, role, lead source, or NPS score, no coding required.
Trigger automations: Launch email sequences, update deal stages, or assign internal tasks automatically.
Track engagement: See how each contact interacts with your forms and portals directly in HubSpot.
This simplifies your workflow and allows you to manage customer interactions more efficiently.
Common use cases
Use case | What happens automatically |
Lead generation | New leads from your website or content forms are added to HubSpot and scored using your form logic. |
Customer onboarding | Onboarding data from Formaloo portals updates the client’s deal stage in HubSpot. |
Feedback tracking | NPS, CSAT, or CES responses trigger follow-ups in HubSpot when scores fall below a threshold. |
Event & webinar signups | Registrations sync with HubSpot lists for reminder and post-event workflows. |
How to set up the HubSpot integration
Step 1 – Connect Formaloo to HubSpot
In your Formaloo dashboard, click your profile icon → Apps & Integrations.
Search for HubSpot and install the app on your workspace.
Click Add new integration → Connect to HubSpot.
Log into your HubSpot account and authorize access.
ℹ️️ Once connected, Formaloo can send and receive data directly from your HubSpot account. You only need to connect once per workspace. And all forms inside it can use the same connection.
Step 2 – Map your fields
Once installed, open the HubSpot integration to create a new integration connection.
Go to Apps & Integrations → HubSpot in your Formaloo dashboard.
Choose the form you want to sync.
Map each Formaloo field to its corresponding HubSpot property in Contacts, Companies, or Deals.
Example: Map the “Company name” field on your Formaloo form to the HubSpot “Company Name” property.
ℹ️️ Pro tip:
Always map at least one email field.
To prevent duplicates, enable the update existing record option. This ensures that if a contact with the same email already exists, their data will be updated, not duplicated.
Step 3 – Test your integration
Submit a test entry in your connected form.
Open your HubSpot dashboard and search for the test contact.
Verify that the mapped fields appear correctly.
If you see any mismatches, revisit your field mappings and make sure the property types (text, number, dropdown, etc.) match on both sides.
Using synced data in HubSpot
Once your integration is live, you can use Formaloo data to power advanced workflows:
Segment leads using form details such as industry, plan type, or source.
Automate follow-ups with HubSpot sequences or emails.
Track conversions by connecting HubSpot analytics with your Formaloo dashboards.
Build automations with HubSpot workflows
You can combine Formaloo triggers with HubSpot automations to create powerful workflows, such as:
When someone submits a demo request, add them to your “Demo Requested” workflow in HubSpot.
When a portal member completes onboarding, move their deal stage to “Activated.”
When an NPS score is low, automatically notify the account manager.
ℹ️️ You can also enhance personalization by:
Using Formaloo’s AI Email Assistant to write custom HubSpot welcome emails.
Combining multiple forms into one HubSpot contact using Linked Row fields.
Enabling portal mode so existing HubSpot contacts can log in and update their data directly in Formaloo.
Example scenario: 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.
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.
🎨 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. 🚀
FAQ
Can I connect multiple HubSpot accounts?
You can connect one HubSpot account per Formaloo workspace. Create another workspace to link a different HubSpot account.
What if I edit my form fields later?
If you rename or delete a field, update your HubSpot mappings to keep data aligned.
Does it support HubSpot custom properties?
Yes. Custom properties will appear in your mapping list once you refresh the integration.
Is my data secure?
Absolutely. Formaloo uses OAuth authentication and encrypted, GDPR-compliant data transfers. Your HubSpot credentials are never stored.
You’re all set!
Your Formaloo forms and portals are now connected to HubSpot. Every submission instantly syncs to your CRM; clean, structured, and ready for action.
Spend less time managing data and more time growing relationships.