Gravity Forms HubSpot Integration: 4 Easy Steps
No matter what type of business you run today, you want to generate new leads, manage users, customize your product to meet the criteria of each customer, and so on. If you truly want to expand your business and cater to the needs of your clients, then you will have to constantly figure out ways to swiftly carry out the above-mentioned tasks.
Table of Contents
There are several tools available in the Computing and Data Industry to help you achieve your targets, manage customer records, and many other processes that you may encounter while doing business. It is also good to learn how to implement these tools wisely, know how to develop models from them, discover each of their strengths to ensure that they come in handy to boost your organization’s growth.
Though each tool carries out specific functions, the benefits of combining competent tools are enormous. Here, you will be shown how to perform the Gravity Forms HubSpot Integration in detail to help you in making sound and informed decisions regarding the services that you offer. But beforehand, let’s discuss Gravity Forms and HubSpot in brief.
Table of Contents
- Introduction to Gravity Forms
- Introduction to HubSpot
- Benefits of Gravity Forms HubSpot Integration
- Gravity Forms HubSpot Integration: Easy Steps
- Conclusion
Introduction to Gravity Forms
Gravity Forms is a WordPress plugin that allows site owners, admins, and developers to create simple and complex forms used to collect relevant information from WordPress sites. This form can be used for Contact Forms, WordPress Post Creation, Calculators, Employment Applications, and others.
Written in the PHP programming language, Gravity Forms has many built-in functions and features that can be used to power its Form Builder. It also uses the same MySQL Database System as WordPress but it stores all forms and entities in its tables. Gravity Forms offers many official Add-Ons that allow you to integrate your forms with third-party services such as HubSpot, Stripe, PayPal, Square, MailChimp, Zapier, etc. Additionally, Gravity Forms has a large number of WordPress hooks and an API that enables developers to modify and extend the functionality of the forms and gives third parties the ability to produce an extensive number of additions to Gravity Forms.
Introduction to HubSpot
HubSpot is an automated software product used for inbound services such as Marketing, Sales, Customer Services, and Operations. It specializes in handling Customer Relationship Management (CRM), Content Management, Social Media Marketing, Lead Generation, Web Analytics, Live Chat, Search Engine Optimization (SEO), and Customer Support.
HubSpot offers you tools to build websites, publish your content, manage your social media accounts and that of your clients, send targeted emails, automate lead nurturing workflows, etc., all in one place.
With Gravity Forms HubSpot Integration, you can sync data to HubSpot CRM without writing a single line of code, and record Marketing Engagements of your contacts like never before. This direct integration will help you manage your contacts more efficiently on Gravity Forms, one of the best contact management plugins for WordPress, and HubSpot, a powerful CRM tool to effectively manage your contacts, and also capture/nurture leads on your website efficiently.
Benefits of Gravity Forms HubSpot Integration
With Gravity Forms HubSpot Integration, you enjoy the following benefits:
- Seamless Integration: You can quickly synchronize all your forms with HubSpot CRM, where managing, tracking, and segmentation of your contacts is carried out easily.
- Creation and Updating of Contact Profiles: A contact record is automatically created or updated on your Hubspot CRM whenever a visitor fills a form on your website. It will indicate the pages they visited on your website, the forms they filled, their interests, and this will form a good background for your Sales, Marketing, and Service teams to have an informed and personalized discussion with each customer.
- Contact Analysis and Segmentation: One of the major advantages of Gravity Forms HubSpot Integration is Contact Analysis and Segmentation, as HubSpot will serve you with detailed analytics of customers. You can easily create segmentations using filters such as Interaction and Property to group your contact list.
- Email Automation and Follow-ups: With this integration, you can easily send automated Email follow-ups whenever a form is submitted on your website. This will constantly keep you in touch with your consumers as they will only receive relevant information.
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- Live Monitoring: Advanced monitoring gives you a one-stop view to watch all the activities that occur within Data Pipelines.
- Live Support: Hevo team is available round the clock to extend exceptional support to its customers through chat, email, and support calls.
Gravity Forms HubSpot Integration: Easy Steps
The Gravity Forms HubSpot Integration adds value to customers by making it easy to gain detailed insights. In the adjoining sections, you will be put through on how to download a Gravity Forms Add-On, install a Gravity Forms Add-On, set up the HubSpot Add-On, and eventually create a feed for the HubSpot Add-On. Follow these steps to seamlessly set up a Gravity Forms HubSpot Integration.
- Step 1: Downloading a Gravity Forms Add-On
- Step 2: Installing a Gravity Forms Add-On
- Step 3: Setting Up the HubSpot Add-On
- Step 4: Creating a Feed for the HubSpot Add-On
1) Downloading a Gravity Forms Add-On
To download an Add-On, you must have at least one active Gravity Forms license. To know if you have an available Add-On based on your license type, visit Gravity Forms’ Add-Ons page.
After checking your qualification status, proceed to download the Add-On via the Gravity Forms website.
- Log in with your Gravity Forms credentials.
- Click on “Downloads” in the submenu to see all the files available for download, click on “HubSpot”.
Files are usually downloaded in the ZIP format, do not unzip it or allow your browser to unzip it automatically because when you install it, you will be required to upload it in the ZIP format.
2) Installing a Gravity Forms Add-On
There are various methods on how you can install a Gravity Forms Add-On but in this article, you will be shown how to install an Add-On using the Add-On browser and WordPress dashboard. You can check out other methods as well.
- Installing Gravity Forms Add-On Using the Add-On Browser
- Installing Gravity Forms Add-On Using the WordPress Dashboard
Installing Gravity Forms Add-On Using the Add-On Browser
To use the Add-On browser method, follow the below-mentioned steps:
- Log into your WordPress admin dashboard.
- Navigate over to “Forms” and click on “Add-Ons”.
- A list of the available Add-Ons will be displayed, simply click on the “Install” button for HubSpot, and WordPress will automatically download and install the Add-on.
- Finally, click on “Activate Plugin” to activate the Add-On.
Installing Gravity Forms Add-On Using the WordPress Dashboard
To install Gravity Forms Add-On using the WordPress dashboard, do the following:
- Download the ZIP file of your desired Add-On by accessing the Gravity Forms Add-On download page. Click on the HubSpot Add-on to download the ZIP file.
- Log into your WordPress admin dashboard.
- Navigate over to “Plugins” located at the left side admin menu and click on “Add New”.
- Click on “Upload Plugin” located at the top of the page.
- Click on “Choose file” and locate the file containing the Add-On.
- Click on the “Install Now” button and WordPress will handle the installation process of your Gravity Forms HubSpot Add-On.
- Finally, click on “Activate Plugin” to activate it after completing the download.
3) Setting Up the HubSpot Add-On
Once you’re done with the installation of your Gravity Forms HubSpot Add-On, it is now time to set up the Add-On. To do this, follow the below-mentioned steps:
- Log into your WordPress admin dashboard.
- Go to the navigation menu found on the left side of the page and navigate to “Forms”, then click on “Settings”.
- Click on the “HubSpot” tab on the page.
- Select the “Click here to connect your HubSpot account” button.
- Use the “Grant Access” button on the HubSpot account page to authorize the connection.
Once your account has been verified, you should see the message “Signed into Hubspot”.
4) Creating a Feed for the HubSpot Add-On
Before you can use the HubSpot Add-On with Gravity forms, you have to create a feed. The job of a feed is to allow form submission data to be sent to another destination, like sending contact information to your HubSpot account from the Gravity Forms HubSpot Add-on for this instance. To create a feed to HubSpot using the HubSpot Add-on for Gravity Forms, do the following from your WordPress Admin Dashboard:
- Click on “Forms” in the left side menu.
- Select the form you wish to use with HubSpot.
- After selecting the form, navigate over to “Settings” and click on “HubSpot”.
- Click “Add New” to create a “New Feed”.
- A feed settings page is displayed and you will fill out the details therein. It contains the following options:
- Name: A name to identify your feed whenever you are viewing the feed list page. Note that this is a required field and must be filled.
- HubSpot Form Name: This displays the name of the form that will be automatically created in your HubSpot account to work with the feed, the form should not be edited or moved once created. This is also a required field.
- Lead Status: This is the status of the newly created contact in HubSpot.
- Lifecycle Stage: This is the lifecycle stage of a newly created contact in HubSpot.
- Contact Owner: You can choose any of the options available here which include None, Select Owner, and Assign Conditionally. With None, the contact will not be assigned when created, Select Owner will automatically assign the contact to a HubSpot user, and Assign Conditionally sets a specific condition for the contact to be assigned to the owner.
- Map Contact List: This allows you to map HubSpot contact fields to the form field that will send information. An Email field is required.
- Add Additional Contact Fields: With this, you can map the additional HubSpot Contact information properties to the form field you want it to be filled by.
The first form submission from a user creates the customer’s record in HubSpot and whenever the customer uses the same Email address to submit a form again, the contact information will be updated appropriately. A new customer record will be created when a new email address is used.
Your Gravity Forms HubSpot Integration is now up and running.
Conclusion
This write-up gave a detailed guide on how to set up a Gravity Forms HubSpot Integration. It is a well-known fact that companies are constantly looking for ways to reach customers with tailor-made messages to improve their standing with them, hence the need for linking multiple applications that offer specific specializations.
As shown in the article, HubSpot and Gravity Forms complement each other empowering you to achieve greater results when merged. To set up this integration effectively, you will require a guide or a professional. This is where Hevo Data comes in. Hevo Data will help you carry out the Gravity Forms HubSpot Integration seamlessly, and will also manage your data operations going forward as it offers integrations with multiple platforms.
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Give Hevo Data a try and sign up for a 14-day free trial today. Hevo offers plans & pricing for different use cases and business needs, check them out!
Do you use HubSpot? Share your experience of setting up Gravity Forms HubSpot Integration in the comments section below.
