How to Add Web Form Leads to HubSpot CRM Automatically Using Pabbly Connect

Learn how to automatically add web form leads to HubSpot CRM using Pabbly Connect. 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 HubSpot Integration

To add web form leads to HubSpot CRM automatically, you will first need to access Pabbly Connect. Begin by typing the URL Pabbly.com/connect in your browser. This will take you to the Pabbly Connect landing page where you can either sign in or sign up.

If you are new to Pabbly, click on the sign up free button. Existing users should click on sign in. After signing in, you will be directed to the Pabbly Connect dashboard, where you can create your workflow.

2. Creating Your Workflow in Pabbly Connect

Once on the dashboard, select the Pabbly Connect option and click on the create workflow button. You will be prompted to choose between the new beta workflow and the classic workflow builder. For this tutorial, select the classic workflow builder.

• Click on create workflow.
• Enter a name for your workflow, such as Web Form Leads.
• Select your desired folder for the workflow.

After naming your workflow, click on the create button. You will see a confirmation message that your workflow has been created successfully. Now, you need to set up a trigger for your workflow.

3. Setting Up the Trigger with Elementor

In this section, you will select the trigger app, which is Pabbly Connect integrated with Elementor. Type Elementor in the trigger app field and select it. The next step is to choose the trigger event, which should be New Form Submission.

After selecting the trigger event, you will receive a webhook URL. This URL is crucial as it connects your Elementor form to Pabbly Connect. Copy this webhook URL to your clipboard and proceed to your WordPress site.

4. Configuring Your Elementor Form

Log in to your WordPress dashboard and navigate to the pages section. Click on add new and then edit with Elementor. Drag and drop a form widget into your page. Customize your form by adding fields like First Name, Last Name, Email, and Phone Number.

• Remove any unnecessary fields from the form.
• Go to Actions After Submit and select Webhook.
• Paste the webhook URL copied from Pabbly Connect.

After configuring the form, click on publish to make it live. This setup ensures that whenever someone submits the form, the data will be sent to Pabbly Connect.

5. Finalizing the Integration with HubSpot CRM

Now, return to Pabbly Connect to finalize the integration. You should see that it is waiting for a response. Fill out the Elementor form you just created and submit it. This action will trigger the webhook.

Once the form is submitted, go back to Pabbly Connect and you should see the response with the details you filled in the form. Next, select HubSpot CRM as your action app and choose the action event as Create a Contact.

Click on the connect button to authorize the connection between Pabbly Connect and HubSpot CRM. Map the fields from your Elementor form to the corresponding fields in HubSpot CRM, such as First Name, Last Name, Email, and Phone Number. Finally, click on Save and Send Test Request to complete the integration.

Conclusion

This tutorial has shown you how to use Pabbly Connect to automatically add web form leads to HubSpot CRM. By following the steps outlined, you can streamline your lead management process and enhance your business efficiency.