Integrate Typeform with HubSpot CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Typeform with HubSpot CRM using Pabbly Connect. This detailed tutorial provides step-by-step instructions for automating your contact management. 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 integrate Typeform with HubSpot CRM, the first step is accessing Pabbly Connect. Go to Pabbly’s official website and sign in to your account. If you are a new user, you can sign up for a free trial to explore the features.

Once logged in, you will be directed to the Pabbly Connect dashboard. This platform allows you to automate workflows between various applications, including Typeform and HubSpot. Click on the ‘Create Workflow’ button to start creating your automation.

2. Creating a New Workflow in Pabbly Connect

After clicking on ‘Create Workflow,’ you will need to name your workflow. This can be anything relevant, such as ‘Typeform to HubSpot Contact Creation.’ Select the Classic builder for a familiar interface. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• In the Trigger section, select Typeform as your trigger application.
• Choose the trigger event as ‘New Entry’ to capture new responses.

After selecting your trigger settings, click on ‘Connect’ to link your Typeform account with Pabbly Connect. You will need to authorize Pabbly Connect to access your Typeform data.

3. Setting Up Typeform for Data Capture

Next, you will set up the Typeform that will capture customer details. If you don’t have a form yet, create a new one by clicking on ‘Create a New Form’ in Typeform. Add fields such as name, email, and phone number, which you want to capture from your customers. using Pabbly Connect

Once your form is ready, copy the form link and test it by filling in the details. This step ensures that your Typeform is correctly set up to collect the necessary information.

• Make sure to include fields for first name, last name, and email address.
• You can also add additional fields like company name or phone number.

After testing your Typeform, return to Pabbly Connect and proceed to the next step of mapping your data.

4. Connecting HubSpot CRM to Pabbly Connect

Now, it’s time to connect HubSpot CRM as your action application in Pabbly Connect. Click on the action step and select HubSpot CRM from the list of applications. Choose the action event as ‘Create Contact’ to automatically create a new contact in HubSpot. using Pabbly Connect

Just like with Typeform, you will need to connect your HubSpot account. Click on ‘Add New Connection’ and authorize Pabbly Connect to access your HubSpot CRM. Once connected, you can map the fields from your Typeform to HubSpot.

Map the first name from Typeform to the first name field in HubSpot. Map the email address from Typeform to the email field in HubSpot. Repeat this process for all fields you wish to map.

After mapping all necessary fields, save your workflow and perform a test to ensure everything works as expected.

5. Testing Your Automation with Pabbly Connect

To finalize the integration, you must test the automation you’ve created. Go back to your Typeform and submit a new entry with sample data. Once submitted, check Pabbly Connect to see if the data has been captured correctly and a new contact has been created in HubSpot.

If the test is successful, you will see the new contact listed in your HubSpot CRM. This confirms that the integration is working seamlessly with Pabbly Connect.

If the test fails, review the mapping and ensure all fields are correctly set up. You can also check the connection settings for both Typeform and HubSpot to troubleshoot any issues.

Conclusion

In this tutorial, we explored how to integrate Typeform with HubSpot CRM using Pabbly Connect. By following the steps outlined, you can automate the process of adding new contacts to your CRM effortlessly. Enjoy the benefits of streamlined workflows and improved efficiency in your customer management tasks.