Everest Forms HubSpot

Many sites collect leads through forms, then someone has to copy those entries into a CRM by hand. That takes time and invites mistakes. Everest Forms HubSpot removes the manual step by passing form data straight into your HubSpot account as people submit it. You can match form fields to HubSpot properties, so each answer ends up where it belongs.

Once the data is in HubSpot, you can use it in your existing workflows. A submission can trigger lead nurturing, email campaigns or task assignments, and new leads can be added to specific contact lists. The setup uses an interface that needs no coding, and it works with multiple forms on the same site, so lead management stays in one CRM.

Features

• Automatic HubSpot sync: Form submissions from Everest Forms are sent to your HubSpot CRM automatically, which cuts out manual data entry and keeps your records current.
• Real-time lead capture: Form data is transferred into HubSpot contacts and lead lists as soon as it is submitted, so your team can see new leads right away.
• Custom field mapping: Match Everest Forms fields with HubSpot properties so each piece of submitted data is stored in the right place in your CRM.
• Workflow triggers: Use a form submission to start HubSpot workflows, such as lead nurturing, email campaigns and task assignments, directly from the data your visitors send.
• Multiple form support: Connect several forms across your site to HubSpot, so every lead is gathered and managed together in one central CRM.
• Contact list assignment: New leads from your forms can be added to specific HubSpot contact lists, which makes it easier to target your marketing.
• Lead and interaction tracking: Follow form responses and user interactions inside HubSpot, where you can review the analytics and insights built from your form data.
• No-code setup: Connect Everest Forms with HubSpot through an intuitive interface that does not require coding knowledge.

Best for

• WordPress sites already using Everest Forms and HubSpot
• Marketers who want form leads sent to a CRM
• Small businesses replacing manual lead exports