This automation scenario allows you to connect JotForm and HubSpot
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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
JotForm and HubSpot can also be integrated using automation tools other than zapier:
When this trigger fires in JotForm
Triggers when a new submission has been added to a specific form.
Then these actions happen in JotForm and JotForm
Creates a new submission for a selected form.
Triggers when a new submission has been added to a specific form.
This guide contains information on how to set up an automatic workflow that allows to Add new Jotform submissions as forms to HubSpot.
Part I
First, we need to connect JotForm and HubSpot to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect JotForm to Zapier.
Give Zapier access to your JotForm account, using JotForm credentials.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for JotForm
Choose the following trigger: New Submission (Triggers when a new submission has been added to a specific form.).
Then set up an Action for HubSpot
Choose this action: Create Form Submission (Creates a new submission for a selected form.).
Then set up another Action for JotForm
Choose this action: New Submission (Triggers when a new submission has been added to a specific form.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between JotForm 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 Add new Jotform submissions as forms to HubSpot!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Get number of form submissions received this month. Also, get number of SSL form submissions, payment form submissions and upload space used by user.
List of form responses. Fields array has the submitted data.
Get a list of all submissions for all forms on this account. The answers array has the submission data.
Generate a new submission for your form
Invite assignees to complete your pre-populated form
Invite assignees to complete your form
JotForm is a powerful online form builder that allows you to create custom forms quickly and easily. With a responsive editor and powerful widgets, JotForm streamlines your day-to-day business operations.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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.