HubSpot ProImproved in 5.0+
This guide assumes you have a HubSpot account already.
WARNING
Please note this is a complete integration between Freeform and HubSpot and should NOT be used along with HubSpot's "Collected Forms" javascript-based feature. Otherwise, you may observe unintended behavior.
Compatibility
Uses private app on v3 of the REST API.
Endpoints
Maps data to the following endpoints:
- Deals
- Contacts
- Companies
Does your project require something else? Contact Us
Fields
Maps data to the following field types (of text/number string type only):
- Standard
- Custom
Duplicate Check & Update
A duplicate check on records is done in the following way:
- Check whether the Contact already exists:
- Check against Email address as the identifier.
- If there's a match, update the Contact with new values, where supplied.
- If no match, create a new HubSpot Contact.
- Check whether the Company already exists:
- Check against Company domain name, which is automatically generated by HubSpot from the Contact email address domain name.
- If there's a match, update the Company with new values, where supplied.
- If no match, create a new HubSpot Company.
- If a new Contact was created, link the contact to the Company.
- Create new Deal.
- Attach the Deal to existing or newly created HubSpot Company and Contact.
Setup Instructions
- Go to the CRM section in Freeform Settings (Freeform → Settings → CRM).
- Click the New Integration button at the top right.
- Select HubSpot (v3) from the Service Provider select dropdown.
- Enter a name and handle for the integration. e.g.
My HubSpot Integration - Leave this page open and open a new tab to go to the HubSpot site...
- Open another browser tab and log into your HubSpot account.
- Click on the account name at the top right.
- Select Profile & Preferences from the menu.
- On the left navigation, click on Integrations, and then select Private Apps.
- On the next page, click the Create a Private App button, and then choose Private app.
- You will be taken to a page where you will need to fill out some details:
- Enter a name for the app in the Name field.
- Switch to the Scopes tab and add the following:
CRM Read Write crm.objects.companies✓ ✓ crm.objects.contacts✓ ✓ crm.objects.deals✓ ✓
- Click the Create app button at the top right.
- After the app saves and reloads the page, copy the token it just created.
- Click the Close button.
- Flip back to the Freeform CP browser tab.
- Paste the HubSpot Token value into the Access Token field in Freeform.
Additional Configuration
- IP Address Field (optional)
- If you want to have the user's IP address sent over to the Contact in HubSpot, you can specify the custom HubSpot Contact field handle to receive it.
- Append checkboxes field values on Contact update?
- If a Contact already exists in HubSpot, enabling this will append additional checkboxes field values to the Contact inside HubSpot, instead of overwriting the options.
- Append checkboxes field values on Company update?
- If a Company already exists in HubSpot, enabling this will append additional checkboxes field values to the Company inside HubSpot, instead of overwriting the options.
Click the Save button.
- After the integration is saved, it'll return you to the list of CRM integrations.
- Click on the newly created integration.
- Confirm that there is a green circle with Authorized in the middle of the page.
To use this integration on your form(s), you'll need to configure each form individually.
- Visit the form inside the form builder.
- Click on the Integrations tab.
- Click on HubSpot in the list of available integrations.
- On the right side of the page:
- Enable the integration.
- Select the API endpoints you wish to map to.
- Map Freeform fields to the HubSpot fields as needed.
Finished!