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Frequently Asked Questions about Formidable Forms + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Formidable Forms and HubSpot
How do I connect Formidable Forms to HubSpot?
To connect Formidable Forms to HubSpot, use an integration platform where you can select Formidable Forms as the trigger app and HubSpot as the action app. You'll need to authenticate both accounts and then set up a workflow to map your form fields to corresponding fields in HubSpot.
What triggers are supported when using Formidable Forms with HubSpot?
When integrating Formidable Forms with HubSpot, the primary trigger is when a new form entry is submitted in Formidable Forms. This submission automatically initiates any workflows you've configured to pass data into HubSpot.
Can I update existing contacts in HubSpot with data from Formidable Forms?
Yes, by setting an action step in your integration workflow, you can update existing contacts in HubSpot. This requires mapping form fields from Formidable Forms to match the contact fields within your HubSpot account.
Is it possible to create deals in HubSpot using form submissions from Formidable Forms?
Absolutely. You can set an action where a new deal is created in HubSpot whenever there's a matching form submission in Formidable Forms. Ensure your workflow includes mapping necessary form data like deal stage or value.
How do I handle duplicate entries when integrating Formidable Forms with HubSpot?
We recommend adding filters and conditions that check for existing entries before creating new records in HubSpot. This can help manage duplicates effectively by only creating or updating specific information based on pre-set criteria.
What field types are most commonly mapped from Formidable Forms to HubSpot?
The most commonly mapped field types include name, email address, phone number, job title, and company name. Ensure these mappings are consistent across both platforms for accurate data transfer.
Can I trigger automated emails from HubSpot based on a submitted form in Formidable Forms?
Yes, once your integration is set up and a form submission occurs, it can serve as a trigger for automated workflows within HubSpot such as sending confirmation or follow-up emails depending on your settings.
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.