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Sync Form Responses to Your CRM in 5 Minutes or Less

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Your Integration

To sync form responses to your CRM, begin by accessing Pabbly Connect. This platform allows you to automate workflows seamlessly between applications like Typeform and HubSpot.

Navigate to the Pabbly Connect homepage and log in. Once logged in, go to the workflow builder and click on the “Add Trigger” button to start the integration process.

2. Setting Up Typeform as Your Trigger Application

In this step, you will set Typeform as the trigger application in Pabbly Connect. Choose Typeform from the list of applications available.

Next, select the event you want to trigger. Click on “Connect” and then choose “Add New Connection” to link your Typeform account. Ensure you are logged into your Typeform account to authorize the connection.

Select Typeform as the trigger application.
Choose the event that will trigger the automation.
Authorize your Typeform account in Pabbly Connect.

Once connected, select the specific form you want to sync. Click “Save and Send Test Request” to ensure the connection is successful.

3. Capturing the Webhook Response from Typeform

After setting up Typeform, you need to capture the webhook response in Pabbly Connect. This step is crucial for ensuring data flows correctly from Typeform to your CRM.

Open your Typeform and fill out the form with sample data. After submission, return to Pabbly Connect to check if the response has been captured. You should see a message indicating that the webhook response is waiting.

Once the response is captured, it confirms that the integration between Typeform and Pabbly Connect is successful. You can now proceed to set up the action step.

4. Configuring HubSpot CRM as Your Action Application

Now that you have successfully set up Typeform, it’s time to configure HubSpot as the action application in Pabbly Connect. Choose HubSpot as your action application.

Select the event “Create a Contact” and click on “Connect”. If you have previously connected HubSpot to Pabbly Connect, simply choose the existing connection. Otherwise, click on “Add New Connection” and log into your HubSpot account to authorize the integration.

Select HubSpot as the action application.
Choose “Create a Contact” as the action event.
Authorize your HubSpot account in Pabbly Connect.

After connecting, you will need to map the fields from Typeform to HubSpot. This allows data to flow seamlessly into your CRM.

5. Mapping Fields and Testing the Integration

The final step involves mapping the fields from your Typeform responses to HubSpot. This is where Pabbly Connect shines by allowing dynamic data mapping.

Use the mapping feature to insert data from Typeform into the corresponding fields in HubSpot. For example, map the name, email, and phone number fields accordingly. After completing the mapping, click on “Save and Send Test Request” to verify the integration.

Upon successful testing, you will receive a confirmation that the contact has been created in HubSpot. This demonstrates that your form responses are now automatically syncing with your CRM through Pabbly Connect.

Conclusion

By following these steps, you can effectively sync form responses to your CRM using Pabbly Connect. This automation not only saves time but also enhances data accuracy in your CRM. Start automating your workflows today!