Integrate Cognito Forms with HubSpot to automate your work
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Frequently Asked Questions about Cognito Forms + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Cognito Forms and HubSpot
How can I integrate Cognito Forms with HubSpot?
You can integrate Cognito Forms with HubSpot using an integration platform like ours. The integration allows you to automatically create or update HubSpot contacts whenever a new entry is submitted in Cognito Forms. You need to set up a trigger for 'New Form Entry' in Cognito Forms and an action like 'Create Contact' or 'Update Contact' in HubSpot.
What triggers are available when integrating Cognito Forms with HubSpot?
When integrating Cognito Forms with HubSpot, the primary trigger is 'New Form Entry'. This trigger fires every time a form is submitted in Cognito Forms, enabling you to initiate automated actions such as creating or updating records in HubSpot.
Can I update existing contacts in HubSpot using information from Cognito Forms?
Yes, you can update existing contacts in HubSpot with information from Cognito Forms. When setting up the integration, choose the 'Update Contact' action in HubSpot after the 'New Form Entry' trigger from Cognito Forms. Make sure to map the fields correctly so that the right information is updated.
Is it possible to create tasks in HubSpot triggered by a submission on Cognito Forms?
Yes, it's possible to create tasks within HubSpot triggered by a submission on Cognito Forms. In your integration setup, use the 'New Form Entry' trigger and select the action 'Create Task' within HubSpot. This setup will deliver new tasks automatically whenever forms are submitted.
Do I need coding skills to integrate Cognito Forms with HubSpot?
No coding skills are required to integrate Cognito Forms with HubSpot through our platform. We provide a user-friendly interface where you can set up triggers like 'New Form Entry' and actions like 'Create Contact', allowing for smooth automation without any programming knowledge.
Can I use conditional logic when transferring data from Cognito Forms to HubSpot?
Our platform supports conditional logic, allowing you to set specific conditions under which data is transferred from Cognito Forms to HubSpot. For instance, you can specify that only entries meeting certain criteria trigger updates or creations of entries within HubSpot.
What happens if there’s an error during data transfer between Cognito Forms and HubSpot?
If there's an error during data transfer between Cognito Forms and HubSpot, our platform will typically notify you of any issues through alerts or logs. You'll be able to address these errors by reviewing the provided details and amending them accordingly for seamless workflow execution.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.