Integrating with Hubspot

Our HubSpot integration ensures that anyone who completes a form gets created as a lead in HubSpot. You can navigate directly to the Configuration page and use the instructions below to connect to Hubspot.

HubSpot Connector Setup

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  •  Navigate to your settings by clicking the "More" ellipses icon on the lefthand panel
  • Select Configuration from the menu options
  • Select the Hubspot integration and click on "Connect"
  • Click the button "Connect Hubspot" to launch the Hubspot authentication window
  • Fill in your information for your Hubspot account to authenticate to Hubspot and authorize the connection to Clearbit Forms. This will prompt you to log in with your HubSpot account if you are not already logged in, and then it will present you with a list of your accounts.
  • Choose an account to use with Forms. Follow the instructions provided.

If everything succeeded, your HubSpot Connector should now show a status of "Active."

Enabling HubSpot on a Form

To enable HubSpot on a given form:

  • Navigate to the form and select "Connectors" in the top navigation bar and select the HubSpot Connector from the list
  • Enable the Connector by clicking the switch located at the top right of the sidebar. That's it!

Optionally, you can also test the connection by clicking the Test Connection button in this sidebar.

Mapping

By default, the following fields are mapped:

  • Email
  • First name
  • Last name

Custom mapping

To map additional fields (for example, a custom message that is passed along with form submissions), you'll need to create custom fields in HubSpot.

If you're using the new layout:

Click on the Settings icon. Navigate to Properties and ensure that you are on the Contact properties tab.

If you're using the older layout:

Click on your profile image and navigate to Settings. Then navigate to Properties and ensure that you are on the Contact properties tab.

Click Create a property, and fill in the form. While the Label can be arbitrary, the Internal name needs to exactly match the Internal name you specified in Clearbit Forms so we can map these fields together accurately.

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If you want to map a lead source field so you know which leads were created from Clearbit forms, simply create a custom field in HubSpot called clearbit_form_name, which will automatically be mapped to the form name.

I previously setup HubSpot. Where do I put my API key now?

If you've been using forms with HubSpot in the past, you may notice these instructions have changed. We've made the HubSpot integration easier than ever; You no longer need to generate a HubSpot API key to integrate with HubSpot!

Authenticate with HubSpot once, and we'll use that same connection for each of the forms you enable HubSpot on.