HubSpotPRO

The HubSpot add-on lets you push new contacts, companies and deals using an action. It also allows you to create new forms automatically 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.

Subscriptions

The subscriptions setting allows out subscribe contacts to one or more subscriptions. Click the Add  icon to add a new subscription.

• HubSpot: Set up email subscription types

For each subscription you should complete the following fields:

Subscription

Choose a subscription from the select field. You click the refresh icon at the top of the Subscriptions setting to update this list from Hubspot if necessary.

Legal Basis

Choose the legal basis for subscribing the contact to the chosen subscription.

Explanation

Enter an explanation for the chosen legal basis.

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.

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

Setting the “Legal Basis for Processing Contact’s Data” Field

The Legal Basis for Processing Contact’s Data field can be set by mapping a field or custom value to it. When doing so the following values should be mapped:

You can map multiple values by mapping a field such as a checkbox in Field Mapping, or in Custom Mapping you can separate multiple values by using a semi-colon, for example:

Legitimate interest – prospect/lead;Legitimate interest – existing customer

Variables

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

These variables can be used in subsequent actions.