WPForms HubSpot

Version: 1.1.0

Last Update: August 9, 2023

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WPForms HubSpot

The WPForms HubSpot Addon is a powerful tool that streamlines the process of sending leads from WordPress directly to your HubSpot CRM. Here’s an in-depth overview of what this addon can do for you:

Key Features:

Connect to HubSpot CRM: HubSpot is a widely-used CRM platform that offers a comprehensive set of tools for marketing, sales, and customer service. The WPForms HubSpot Addon seamlessly connects any lead generation form you create to your HubSpot CRM.
Automated Data Transfer: With this addon, you can automatically send data from your WPForms entries to your HubSpot CRM, eliminating the need for manual copying and pasting of contact details. This ensures that you never lose valuable leads.
Smart Conditional Logic: The HubSpot addon supports WPForms’ smart conditional logic, allowing you to choose to send entries to HubSpot only if users have opted in. This helps you stay compliant with data protection regulations.
Custom Field Mapping: You have the flexibility to map form fields to HubSpot properties, including custom properties you’ve created in your HubSpot account. This ensures that you capture and organize data exactly as needed.
Multiple HubSpot Accounts: The addon enables you to connect to multiple HubSpot accounts, making it possible to send leads to different departments or businesses within your organization.
Custom HubSpot Connections: You can create custom HubSpot connections for each form on your website, tailoring the integration to suit the specific needs of each form.
CRM Data Management: WPForms allows you to create, update, and delete contacts and companies in HubSpot without requiring any coding skills.
Conditional Logic for Sending Leads: Set conditions to determine when leads are sent to HubSpot, ensuring that they meet specific criteria before being added to your CRM.
Mapping Fields to Properties: The HubSpot addon automatically downloads all properties from your HubSpot account, allowing you to create custom field mappings effortlessly.
Use of Custom Properties: WPForms scans your HubSpot account for custom properties and brings them into the form builder, making them readily available for use in your forms.
Automated Lead Owner Assignment: Select the lead owner directly within the form settings, ensuring that leads are promptly assigned to the correct team member for follow-up.
Send Notes with Smart Tags: You can send contacts with custom notes and add smart tags to capture valuable data within HubSpot.

In summary, the WPForms HubSpot Addon is a valuable tool for businesses and individuals looking to streamline lead generation and management. Whether you’re capturing leads through existing forms or building new ones using WPForms, this addon simplifies the process of sending data to HubSpot CRM. It offers extensive customization options, smart conditional logic, and support for custom fields, making it a versatile solution for data integration and management. Whether you’re a marketer, salesperson, or business owner, this addon enhances your workflow by eliminating manual data entry and ensuring that your leads are organized efficiently in your HubSpot CRM.