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Capture Website Leads Automatically into Your CRM

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To begin integrating Typeform with HubSpot CRM, access Pabbly Connect by typing pabbly.com/connect in your browser. This platform is essential for creating automated workflows between applications.

If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply log in. Once logged in, you will be greeted by the Pabbly Connect dashboard, where you can start building your workflows.

2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard, click on the ‘Create Workflow’ button. This action allows you to set up a new automation between your Typeform and HubSpot CRM using Pabbly Connect.

Select the ‘Quick Builder’ option for ease of use.
Type in the connection you want to create, specifying Typeform and HubSpot CRM.
Choose ‘New Entry’ from Typeform as the trigger to start the workflow.

Next, select the action you want to perform in HubSpot CRM, which is to create a new contact whenever a form is submitted. This setup ensures that every lead captured through Typeform is automatically added to your CRM without manual effort.

3. Connecting Typeform to Pabbly Connect

With your workflow created, it’s time to connect your Typeform account to Pabbly Connect. Ensure you are logged into your Typeform account to facilitate a smooth connection.

Click on ‘Connect’ to initiate the connection process.
Select ‘Add New Connection’ and authorize the connection with Typeform.
Choose your specific form from the dropdown if you have multiple forms.

Once the connection is established, you can test it by sending a test request to ensure everything is functioning correctly. This integration allows Pabbly Connect to capture lead details seamlessly from your Typeform submissions.

4. Mapping Data from Typeform to HubSpot CRM

After connecting Typeform, the next step is to map the data fields from Typeform to HubSpot CRM using Pabbly Connect. Mapping ensures that the information captured from leads is accurately transferred to the CRM.

To map data, you will need to specify which fields from Typeform correspond to fields in HubSpot CRM. For example:

Map the lead’s first name, last name, email, and phone number.
Insert the company name and service of interest into the corresponding fields.

Once you have completed the mapping, click on ‘Save and Send Test Request.’ This action will send the data to HubSpot CRM, creating a new contact with all the details provided in the Typeform submission.

5. Verifying the Integration in HubSpot CRM

To verify that the integration works correctly, navigate to your HubSpot CRM and check the contacts section. You should see the newly created contact with all the details populated from the Typeform submission, thanks to Pabbly Connect.

This automation ensures that no lead is missed and every form submission is recorded in your CRM. The efficiency gained through this integration allows you to focus on nurturing leads rather than managing data entry.

Conclusion

In this tutorial, we explored how to integrate Typeform with HubSpot CRM using Pabbly Connect. This integration automates the lead capture process, ensuring that every submission is recorded in your CRM seamlessly. With Pabbly Connect, you can enhance your business efficiency and never miss a lead again.