Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start the integration process, first access Pabbly Connect. This platform allows you to automate workflows between applications like Typeform and HubSpot CRM. Begin by logging into your Pabbly Connect account.

Once logged in, you will find the dashboard where you can create a new workflow. Click on the “Create Workflow” button to initiate the integration process. Ensure you name your workflow appropriately, such as “Typeform to HubSpot Integration” for easy identification.

2. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for your workflow using Pabbly Connect. The trigger is an event that starts the automation process. For this integration, select Typeform as the application for the trigger.

Next, choose the event as “New Entry” from the dropdown menu. You will then need to connect your Typeform account. If you don’t have an existing connection, click on “Add New Connection” and authorize Pabbly Connect to access your Typeform account. After successful connection, select the form you want to use for this integration.

  • Select Typeform as the trigger application.
  • Choose “New Entry” as the trigger event.
  • Connect your Typeform account.
  • Select the specific form to be monitored.

Once you have selected the form, save the settings and proceed to test the connection. This will ensure that your workflow is set up correctly to capture new entries from Typeform.

3. Testing the Webhook Response

After setting up the trigger, the next step in Pabbly Connect is to test the webhook response. This is crucial to ensure that the data from Typeform is being correctly captured. To do this, you will need to submit a test entry through your Typeform.

Copy the link to your Typeform and open it in a new tab. Fill in the required fields with test data, such as your name and email address. Once you submit the form, return to Pabbly Connect and check for the webhook response. You should see the data you entered reflected in the workflow.

  • Open your Typeform in a new tab.
  • Fill in the test data.
  • Submit the form.
  • Check for the response in Pabbly Connect.

Upon receiving the response, you can confirm that Pabbly Connect has successfully captured the data from your Typeform submission, enabling you to proceed to the next step.

4. Adding HubSpot CRM Action in Pabbly Connect

Now that the trigger is set up and tested, it’s time to add the action in Pabbly Connect. For this integration, select HubSpot CRM as the application for the action. This allows you to create a new contact in your HubSpot account whenever a new entry is submitted in Typeform.

Choose “Create Contact” as the action event. Similar to the previous step, you will need to connect your HubSpot CRM account. After establishing the connection, you will need to map the fields from Typeform to HubSpot CRM. This ensures that the data captured from Typeform is accurately reflected in your HubSpot contacts.

  • Select HubSpot CRM as the action application.
  • Choose “Create Contact” as the action event.
  • Connect your HubSpot CRM account.
  • Map the fields from Typeform to HubSpot CRM.

After mapping the fields, save the action settings and send a test request to create a contact in HubSpot. This step is essential to verify that the integration is functioning as intended.

5. Verifying Integration Success with Pabbly Connect

To finalize your integration setup, it’s important to verify that everything is working correctly through Pabbly Connect. After sending a test request to create a contact in HubSpot, log into your HubSpot account to check if the new contact appears.

Refresh your HubSpot contacts page and look for the test contact you created. If the contact is successfully added, your integration is complete. This means that every time a new entry is submitted through Typeform, a corresponding contact will be created in HubSpot automatically.

By using Pabbly Connect, you have automated the process of transferring leads from Typeform to HubSpot CRM, ensuring efficient lead management without manual intervention.

Conclusion

This tutorial demonstrated how to integrate Typeform with HubSpot CRM using Pabbly Connect. By following these steps, you can automate your lead management process and ensure that every new entry is captured effectively.