Integrating Formsite Results into HubSpot Using Pabbly Connect

Learn how to integrate Formsite results into HubSpot using Pabbly Connect with our step-by-step tutorial. Automate your CRM process effortlessly! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Formsite results into HubSpot, first access Pabbly Connect. Simply type the URL Pabbly.com/connect in your browser. This will direct you to the landing page of the integration platform.

On the right side, you will find options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up’ option to create an account, which takes less than two minutes. Once you sign in, click on ‘Access Now’ for Pabbly Connect to reach the dashboard.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to add new Formsite results to HubSpot. Click on the ‘Create Workflow’ button on the dashboard. A dialog box will appear, prompting you to name your workflow. Name it appropriately, such as ‘Add New Formsite Results to HubSpot’ and click ‘Create’.

• Select Formsite as the trigger application.
• Choose ‘New Form Result’ as the trigger event.
• Copy the provided webhook URL for integration.

This webhook URL will act as a bridge between Pabbly Connect and Formsite, enabling data access. Make sure to keep this URL handy for the next steps.

3. Configuring Formsite to Connect with Pabbly Connect

Next, log into your Formsite account and navigate to the form settings. Click on ‘Integrations’ on the left sidebar and select ‘Server Post’. Here, you will edit the service URL to include the webhook URL you copied earlier.

• Delete any existing service URL in the Server Post settings.
• Paste the copied webhook URL from Pabbly Connect.
• Ensure the message format is set to JSON.

After saving these changes, return to Pabbly Connect and perform a test submission of the Formsite form. This will allow Pabbly Connect to capture the data sent from Formsite.

4. Setting Up HubSpot Integration in Pabbly Connect

Now that we have the Formsite data flowing into Pabbly Connect, it’s time to set up HubSpot as the action application. Click on ‘Add Action’ and select HubSpot. Choose ‘Create Contact’ as the action event.

Next, connect your HubSpot account with Pabbly Connect. Click on ‘Add New Connection’ and follow the prompts to authorize Pabbly Connect to access your HubSpot CRM account. Once connected, you will need to map the fields from the Formsite submission to the corresponding fields in HubSpot.

Map the contact’s first name and last name from the Formsite data. Include the email address and phone number as well. Ensure all required fields in HubSpot are filled out correctly.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that a contact is created in HubSpot successfully.

5. Verifying Integration Success in HubSpot

To confirm the integration is successful, navigate to your HubSpot account and go to the contacts section. You should see the newly created contact based on the Formsite submission. For example, if the submitted name was ‘User Test User123’, it should appear in your HubSpot contacts.

To test the integration, fill out the Formsite form again with new details and submit it. After submission, refresh your HubSpot contacts page to check if the new contact has been created. This confirms that Pabbly Connect is effectively automating the data transfer between Formsite and HubSpot.

Conclusion

In this tutorial, we demonstrated how to integrate Formsite results into HubSpot using Pabbly Connect. By following the steps outlined, you can automate your CRM processes and ensure that every new form submission is captured as a contact in HubSpot.

Using Pabbly Connect simplifies the integration process, allowing you to focus on your business without manual data entry. Start automating your workflows today!