An automated workflow using integromat
Connects Gravity Forms + HubSpot
Create HubSpot contacts from Gravity Forms entries
About this workflow template
This automation scenario allows you to connect Gravity Forms and HubSpot
It can be build using Integromat, a no-code workflow automation tool. Integromat 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.
Categories
Gravity Forms and HubSpot can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Gravity Forms
Watch Entries in Gravity Forms
Triggers when a new entry is submitted in a form.
Then this action happens in HubSpot
Create/Update a Contact (Legacy) in HubSpot
Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create HubSpot contacts from Gravity Forms entries.
Part I
Configure Applications
First, we need to connect Gravity Forms and HubSpot to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Gravity Forms to Make.com.
Give Make.com access to your Gravity Forms account, using Gravity Forms credentials.
Connect HubSpot to Make.com.
Give Make.com 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 Make.com.
Set up a Trigger action for Gravity Forms
Choose the following trigger: Watch Entries (Triggers when a new entry is submitted in a form.).
Then set up an Action for HubSpot
Choose this action: Create/Update a Contact (Legacy) (Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Gravity Forms and HubSpot.
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 Create HubSpot contacts from Gravity Forms entries!
Related Automation Templates
Supported triggers and actions
New form submission
Triggers when a form is submitted.
triggerbyzapierpipedreamNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateiopipedreamNew deal
Triggers when new deal is available.
triggerbyzapieralbatoNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierpipedreamUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Submit form
Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.
actionbyzapierintegratelyCreate entry
Creates a new form entry.
actionbyzapierintegratelyGet a form
Gets the details of a form based on the specified form ID.
actionbyintegromatGet an entry
Gets an entry based on the entry ID.
actionbyintegromatGet form results
Aggregates results (entry counts) of a form.
actionbyintegromatMake an api call
Performs an arbitrary authorized API call.
actionbyintegromat
Apps you need
Gravity Forms is a premier WordPress plugin that simplifies the creation of powerful and beautifully designed forms. Automate data flow between Gravity Forms and your favorite apps using Integromat, eliminating the need for manual data entry. Easily build and manage web forms with this secure and reliable solution.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
