Learn how to seamlessly integrate Pabbly Connect with HubSpot using Pabbly Connect in this step-by-step tutorial. Capture leads effortlessly! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Integration
To start integrating Pabbly Form Builder with HubSpot, first log into your Pabbly Connect account. This will take you to the dashboard where you can create a new workflow. Pabbly Connect is the central platform that facilitates this automation, allowing you to connect various applications effortlessly.
After accessing your dashboard, click on the ‘Create Workflow’ button. You can name your workflow something like ‘Pabbly Form Builder to HubSpot Automation’. Once named, click on the ‘Create’ button to proceed. This sets the stage for the automation process where Pabbly Connect will manage the trigger and action required for the integration.
2. Configuring the Trigger in Pabbly Connect
In this step, you will set up the trigger for your automation. The trigger will be a new form submission from Pabbly Form Builder. In the ‘Choose App’ section, search for and select Pabbly Form Builder. Then, choose the trigger event as ‘New Form Submission’. This event will initiate the workflow whenever a new lead fills out your form.
- Select Pabbly Form Builder as the app.
- Choose the trigger event: New Form Submission.
- Copy the provided webhook URL for later use.
After selecting the trigger, you will receive a webhook URL. This URL is crucial as it will allow Pabbly Connect to receive data from your form submissions. Copy this URL and proceed to the Pabbly Form Builder dashboard to integrate it into your form.
3. Integrating Webhook URL into Pabbly Form Builder
Now, navigate to your Pabbly Form Builder dashboard and select the form you wish to integrate. Click on the ‘Integrations’ option from the left sidebar. Here, choose your form from the dropdown and click on the ‘Create Webhook’ button. Paste the webhook URL you copied from Pabbly Connect into the designated field and save it. using Pabbly Connect
Once saved, you will see a response indicating that the webhook has been successfully added. To test this integration, click on the ‘Recapture Webhook Response’ button. This will allow you to perform a test submission to ensure everything is working correctly.
4. Connecting HubSpot CRM to Pabbly Connect
With the trigger set up, it’s time to configure the action that will send the lead data to HubSpot. In the action step of your workflow, select HubSpot CRM as the application. Search for the action event which should be ‘Create a Contact’. This action will add the lead to HubSpot as a new contact.
To establish this connection, you will need your HubSpot API key. Navigate to your HubSpot account settings, find the Integrations tab, and generate a new API key if you don’t have one. Copy this key and return to Pabbly Connect to paste it in the API key field. Click on save to connect HubSpot with Pabbly Connect.
5. Mapping Data from Pabbly Form Builder to HubSpot
After connecting HubSpot, you will need to map the data received from your form submission to the appropriate fields in HubSpot. For instance, map the email address, first name, and last name fields from the form submission to their corresponding fields in HubSpot. This ensures that all necessary information is captured accurately. using Pabbly Connect
- Map the email address from the form submission to the HubSpot email field.
- Map the first name and last name fields accordingly.
- Optionally map additional fields like phone number and address.
Once the mapping is complete, click on ‘Save and Send Test Request’ to verify that the new contact is created in HubSpot. If everything is set up correctly, you will see the new lead added to your HubSpot contacts. This confirms that Pabbly Connect has successfully integrated your form submissions with HubSpot.
Conclusion
In this tutorial, we explored how to seamlessly integrate Pabbly Form Builder with HubSpot using Pabbly Connect. By following these steps, you can automate lead capture directly into your HubSpot CRM, enhancing your workflow efficiency. Pabbly Connect simplifies this process, making it easy for anyone to set up without coding skills.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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