How to Add Gravity Forms Entries to HubSpot Automatically

Learn how to automatically add Gravity Forms entries to HubSpot using Pabbly Connect. Follow this step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process between Gravity Forms and HubSpot CRM, you need to access Pabbly Connect. If you’re an existing user, simply log in to your Pabbly Connect account and open the workflow builder. New users should visit Pabbly.com/connect to sign up for a free account.

Once logged in, you will have access to 100 free tasks every month, allowing you to explore the features of Pabbly Connect. After signing in, navigate to the workflow builder, where you can create your automation.

2. Setting Up the Trigger in Pabbly Connect

The first step in your automation is to set up a trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and search for ‘Gravity Forms’. Select it and choose the event ‘New Response’ to capture form submissions.

• Search for ‘Gravity Forms’ in the trigger application.
• Select the event ‘New Response’.
• Click on ‘Connect’ to generate a webhook URL.

After clicking ‘Connect’, copy the generated webhook URL. This URL will be used to link your Gravity Forms plugin with Pabbly Connect.

3. Configuring Gravity Forms for Webhooks

Next, you need to configure your Gravity Forms to send data to Pabbly Connect. In your WordPress dashboard, navigate to the Gravity Forms plugin and ensure the Webhooks add-on is activated. If not, install and activate it.

Once activated, go to the form settings where you want to set up the webhook. Click on ‘Settings’ and then on ‘Webhooks’. Here, add a new webhook using the URL you copied from Pabbly Connect. Set the request method to POST and the format to JSON.

4. Capturing the Webhook Response

With the webhook set up, you need to test it to ensure data is being sent correctly. Open the form and submit a test entry. After submission, return to Pabbly Connect to capture the webhook response. Click on ‘Test Webhook’ to see if the data has been received.

• Submit a test entry in your Gravity Forms.
• Return to Pabbly Connect to capture the response.
• Verify that the data matches your test entry.

This step ensures that the connection between Gravity Forms and Pabbly Connect is working correctly, and you are ready to proceed to the next step.

5. Adding HubSpot as the Action Application

The final step is to add HubSpot CRM as the action application in your workflow. Click on ‘Add Action Step’ and search for ‘HubSpot CRM’. Select it and choose the event ‘Create Contact’ to add new entries to your HubSpot CRM.

Connect your HubSpot account by clicking on ‘Add New Connection’. Log in to your HubSpot account when prompted. After connecting, map the fields from the Gravity Forms entry to the corresponding fields in HubSpot CRM.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’. If successful, you will see a confirmation message indicating that a new contact has been created in HubSpot CRM using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to integrate Gravity Forms with HubSpot CRM using Pabbly Connect. This automation allows you to automatically add new entries from Gravity Forms to HubSpot without manual intervention, enhancing your workflow efficiency.

With Pabbly Connect, you can streamline your processes and focus on growing your business. Start your free trial today to explore the powerful automation capabilities!