How do I send form and shop data to HubSpot?

Hi, this is Sandra from GREYD. In this video I’d like to show you how to connect a GREYD.SUITE website with Hubspot to transfer data from forms or WooCommerce directly to your CRM. Let’s start with forms.

Open the tab settings under forms.

Here you have to enter your Hubspot API key, which can be created in Hubspot under settings and integrations.

As you can see, your static Hubspot lists will automatically be retrieved, but you can also click on the button. I will show you later how it’s also possible to trigger active lists. As soon as you click on save you’ll be able to connect any form with Hubspot.

Therefore open the respective form, click on the settings and interfaces.

Here you can now click on “create contact” to activate the Hubspot connection of this particular form. Now you can assign your form fields to the respective fields in Hubspot. With the plus symbol you can add further fields.

Next to the standard Hubspot fields you can of course also assign your individual ones by entering them here.

Here you define whether the new contact should be added to one of your Hubspot mailing lists and whether it should be updated in case it already exists. My tip regarding data protection: There are several possibilities. You can either use the natively integrated double opt-in feature of GREYD.Forms, which can be found here under emails. In that case only those form entries will be sent to Hubspot that have confirmed their opt-in. Please be aware, that with Hubspot it’s not possible to integrate an opt-out link and send the information to Hubspot when it is clicked. This information will only be stored in GREYD.Forms. Therefore with Hubspot we recommend to deal with the opt-in and opt-out directly in Hubspot itself instead of using the GREYD.Forms double opt-in feature. And last but not least another tip how to trigger active lists in Hubspot directly with your forms. These lists are updated automatically as soon as a contact has certain properties. If for example you’ve got an active list with all contacts in the lifecycle phase “lead”, you can simply add a hidden field to your form with the value “lead”.

When assigning your form fields to your Hubspot fields, just assign the hidden field to your Hubspot field “lifecycle phase”.

Additionally you can also add your contact to a static list, thus you can also use this trick to add one contact to several lists at the same time. If your GREYD.SUITE website contains a WooCommerce shop, you can also sync your shop data, such as orders or abandoned carts, very easily with Hubspot.

We therefore recommend the plug-in “Hubspot for WooCommerce”, which works perfectly with GREYD.SUITE.

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