HubSpotPRO

This knowledge base article relates to the WS Form HubSpot add-on. Included with the Agency edition or buy separately for other editions.

The HubSpot add-on lets you push new leads using an action and create new forms from your HubSpot forms in a single click on the add form page.

Installation

The HubSpot plugin is installed in the same way as installing the WS Form PRO plugin.

Once installed you will need to activate the license for the plugin. When you purchase the HubSpot plugin, you will be given a license key. If you have lost your license key(s), click here.

To activate your license key:

  1. Click ‘WS Form’ in the WordPress administration menu.
  2. Click ‘Settings’.
  3. Click the ‘HubSpot’ tab at the top of the page.
  4. Enter your license key.
  5. Click the ‘Activate’ button.

If your license key fails to activate, please ensure you are using the correct license key and not your WS Form PRO license key.

Connecting to HubSpot

In order to use the add-on, you need to connect it to HubSpot. Connecting is easy!

  1. Click ‘WS Form’ in the WordPress administration menu.
  2. Click ‘Settings’.
  3. Click the ‘HubSpot’ tab at the top of the page.
  4. Click ‘Connect’ and follow the onscreen prompts

If you do not have a HubSpot account, you can create a new account here.

Creating a Form for HubSpot

Automatically

WS Form can create a form for any of your HubSpot forms in a single click. This process not only creates a form but also fully configures WS Form so that the form is ready to use immediately.

For help with creating a form in HubSpot, click here.

To create a HubSpot form in WS Form:

  1. Click ‘WS Form’ in the WordPress administration menu.
  2. Click ‘Add New’.
  3. Select the ‘HubSpot’ tab at the top of the page.
  4. Click on any of your HubSpot forms.
  5. Wait a few moments while the form is created.

That’s it! Your form will be created and is ready to add to your website.

If your list does not appear, click the refresh icon in the ‘HubSpot’ tab.

Manually

It is also possible to use any form created in WS Form and add an action so that it is submitted to a HubSpot form when a user saves or submits their form.

To add a HubSpot action:

  1. When editing your form, click the ‘Actions’ icon at the top of the page. The ‘Actions’ sidebar will open on the right-hand side of the page.
  2. Click the ‘Add’  icon to add a new action.
  3. Select ‘Add to HubSpot’ from the Action pulldown. A series of settings will appear.

As with all sidebars in WS Form, click to the ‘Save’ button at the bottom to save your changes, or click ‘Cancel’ to disregard your changes.

The HubSpot action settings are as follows:

When Should This Action Run?

You can choose to run the HubSpot action when the form is saved, submitted, or both.

Opt-In Field

Use this setting to select which of your fields to act as the opt-in field. We recommend adding a checkbox field with a single checkbox. It is always recommended that you have an unchecked opt-in checkbox on your forms to ensure you comply with GDPR requirements.

Field Mapping

Field mapping tells WS Form which of your form fields relate to the corresponding fields in HubSpot. For example you would want to map your Email field to the Email field in HubSpot.

Tip: You should map an email field to the HubSpot contact email field at a minimum.

To map a field:

  1. Click the ‘Add’  icon at the bottom right of the field mapping section.
  2. In the left-hand column, select your form field.
  3. In the right-hand column, select the corresponding HubSpot field.
  4. Repeat this process for each field on your form.
  5. Click the ‘Save’ button at the bottom of the sidebar to save your changes.
Custom Mapping

Custom mapping allows you to set a HubSpot field to any value you wish, including the use of WS Form variables. For example, you might want to map a lead source to a contact lead source field in HubSpot.

To add a custom mapping:

  1. Click the ‘Add’  icon at the bottom right of the field mapping section.
  2. In the left-hand column, enter a value or a WS Form variable.
  3. In the right-hand column, select the corresponding HubSpot field.
  4. Repeat this process for each field on your form.
  5. Click the ‘Save’ button at the bottom of the sidebar to save your changes.
Deal Owner ID

If your field mapping includes a deal record, you can choose the owner of the deal using this setting.

File Upload Path

If you have mapped any file or signature fields to HubSpot, WS Form will upload those files for you to the path in this setting. The default value is:

/ws-form/#form_id

You can enter your own path here and use WS Form variables as part of this path, e.g.

/ws-form/#form_id/#submit_id

Variables

When the add-on creates a contact, company or deal, the following variables can be used:

Variable Description
#hubspot_contact_id ID of the last contact created.
#hubspot_company_id ID of the last company created.
#hubspot_deal_id ID of the last deal created.

These variables can be used in subsequent actions.