Cognito Forms
HubSpot
zapier

An automated workflow using zapier

Connects Cognito Forms + HubSpot

Add HubSpot CRM contacts from new Cognito Forms form entries

About this workflow template

This automation scenario allows you to connect Cognito Forms and HubSpot

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Cognito Forms and HubSpot can also be integrated using automation tools other than zapier:

Diagram

Add HubSpot CRM contacts from new Cognito Forms form entries
Workflow diagram: Cognito Forms + HubSpot integration

How it works?

When this trigger fires in Cognito Forms

Cognito Forms

New Entry in Cognito Forms

Triggers when someone fills out your form.

Then this action happens in HubSpot

HubSpot

Create or Update Contact in HubSpot

Creates a new contact or updates an existing contact based on email address.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add HubSpot CRM contacts from new Cognito Forms form entries.

Part I

Configure Applications

First, we need to connect Cognito Forms and HubSpot to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Cognito Forms to Zapier.

    Connect Cognito Forms to Zapier.

    Give Zapier access to your Cognito Forms account, using Cognito Forms credentials.

  • Connect HubSpot to Zapier.

    Connect HubSpot to Zapier.

    Give Zapier access to your HubSpot account, using HubSpot credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Cognito Forms

    Set up a Trigger action for Cognito Forms

    Choose the following trigger: New Entry (Triggers when someone fills out your form.).

  • Then set up an Action for HubSpot

    Then set up an Action for HubSpot

    Choose this action: Create or Update Contact (Creates a new contact or updates an existing contact based on email address.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Cognito Forms and HubSpot.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Add HubSpot CRM contacts from new Cognito Forms form entries!

Supported triggers and actions

  • HubSpot

    New form submission

    Triggers when a form is submitted.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    New contact

    Triggers when new contact is available.

    zapierautomateio
    triggerbyzapierautomateio
  • HubSpot

    New contact in list

    Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • HubSpot

    New deal

    Triggers when new deal is available.

    zapieralbato
    triggerbyzapieralbato
  • HubSpot

    New contact property change

    Triggers when a specified property is provided or updated on a contact.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    Updated deal stage

    Triggers when a deal enters a specified stage.

    zapier
    triggerbyzapier
  • Cognito Forms

    Create entry

    Creates a new entry.

    zapierintegromat
    actionbyzapierintegromat
  • Cognito Forms

    Set form availability

    Sets the availability of a form.

    zapierintegromat
    actionbyzapierintegromat
  • Cognito Forms

    Get document

    Gets an entry document.

    integromatzapier
    actionbyintegromatzapier
  • Cognito Forms

    Get file

    Gets a file by id.

    integromat
    actionbyintegromat
  • Cognito Forms

    Api request (beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    zapier
    actionbyzapier
  • Cognito Forms

    Custom actions (beta)

    Create a new action using AI.

    zapier
    actionbyzapier

Apps you need

HubSpot

HubSpot

Email Marketing

An inbound marketing, sales and customer service online platform

HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.