Gravity Forms HubSpot

Many teams collect leads through website forms and then retype them into a separate CRM. That takes time and invites mistakes. Gravity Forms HubSpot closes the gap by syncing each submission to HubSpot as it comes in. A new visitor becomes a new contact, and a returning one has their existing profile updated with the latest form data.

You decide what travels across. You can pick which form fields go to HubSpot, assign contacts to specific team members for follow-up, and set conditional logic so only entries that meet your criteria are sent. Visitor activity such as pages visited and forms submitted can also be tracked, which gives marketing, sales and service teams more context for their next message.

Features

• Automatic sync to HubSpot CRM: Form submissions from Gravity Forms are sent to your HubSpot CRM automatically, which removes the need for manual data entry between the two tools.
• Create or update contacts: A submission can create a new contact or update an existing one with the most current form data, keeping your CRM records accurate.
• Visitor activity tracking: Track details such as pages a visitor viewed and forms they submitted, so you can tailor campaigns and personalize communication.
• Field-level data control: Choose exactly which form fields are sent to HubSpot, so your dashboard holds the information your team actually needs.
• Contact assignment: Assign contacts to specific team members as they arrive, so the right person can handle targeted follow-up.
• Conditional logic for entries: Set rules so only entries meeting specific criteria are sent to HubSpot, which keeps your database relevant and uncluttered.
• Complete form list retrieval: Accounts with more than 20 marketing forms can retrieve the full list of forms from HubSpot, so larger setups are covered.
• Documentation for setup: Documentation is included to help you connect your forms to HubSpot and adjust how they work together.

Best for

• Marketing teams capturing leads from website forms
• Sales teams managing contacts in HubSpot CRM
• Small business owners using Gravity Forms