Learn how to capture new HubSpot form submissions in Airtable using Pabbly Connect. This step-by-step tutorial covers the integration process accurately. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin capturing new HubSpot form submissions in Airtable, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website, where you can either sign in if you’re an existing user or sign up for a new account. Signing up is quick and provides you with 100 free tasks to start your automation journey.
After signing in, you will arrive at the dashboard. From here, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. Since our goal is to capture new HubSpot form submissions in Airtable, name the workflow accordingly and click on ‘Create’.
2. Setting Up HubSpot as the Trigger in Pabbly Connect
In this step, we will set HubSpot as the trigger application in Pabbly Connect. The trigger event we will select is ‘New Form Submission’. This means that every time a new form is submitted through HubSpot, it will initiate the workflow.
- Choose HubSpot CRM as the trigger application.
- Select ‘New Form Submission’ as the trigger event.
- Copy the webhook URL provided by Pabbly Connect.
This webhook URL is essential as it connects Pabbly Connect with HubSpot CRM. Next, log into your HubSpot account, navigate to Automation, and select Workflows to set up the connection.
3. Configuring the HubSpot Workflow for Form Submissions
To configure the workflow in HubSpot, create a new workflow from scratch. Select ‘Blank Workflow’ and proceed to setup triggers. Choose ‘Form Submissions’ as the enrollment trigger and select the specific form you want to track.
After setting up the trigger, click on the plus icon to add an action. Here, you will select the option to send a webhook. Choose the POST method and paste the webhook URL you copied from Pabbly Connect into the designated field. Click save to finalize this step.
- Select ‘Send a Webhook’ as the action.
- Set the method to POST.
- Save the workflow and publish it.
Once published, ensure that the workflow is turned on to start capturing submissions in real-time through Pabbly Connect.
4. Testing the Integration Between HubSpot and Airtable
Now that the HubSpot workflow is configured, it’s time to test the integration with Pabbly Connect. Go back to your HubSpot account and submit a test form. This action will trigger the workflow and send the data to Pabbly Connect.
Once the form is submitted, return to Pabbly Connect to check if the webhook response has been received. You should see the details of the submission, including the first name, last name, email address, and mobile number.
Fill out the test form in HubSpot. Check the webhook response in Pabbly Connect. Ensure all the data fields are correctly captured.
Once confirmed, you have successfully captured new HubSpot form submissions using Pabbly Connect!
5. Finalizing the Integration with Airtable
The final step is to create a record in Airtable using the captured data from HubSpot. In Pabbly Connect, add an action step and select Airtable as the application. Choose ‘Create Record’ as the action event.
To connect Airtable with Pabbly Connect, you will need your Airtable API key. Log into your Airtable account, copy the API key, and paste it into Pabbly Connect. After establishing the connection, select the base and table where the data should be recorded.
Select the Airtable base where you want to store the data. Map the fields from HubSpot to the corresponding fields in Airtable. Test the action to ensure data is successfully recorded.
After testing, you will see that every new form submission from HubSpot is now automatically recorded in Airtable, thanks to Pabbly Connect. This integration streamlines your workflow and ensures that all submissions are captured efficiently.
Conclusion
In this tutorial, we explored how to capture new HubSpot form submissions in Airtable using Pabbly Connect. By following the steps outlined, you can automate the process of capturing and recording form submissions seamlessly. This integration not only saves time but also enhances your data management capabilities.
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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