Installation
WordPress Dashboard
- Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’.
- Click on ‘Upload Plugin’.
- Upload plugin zip.
- Activate plugin.
WordPress Multisite Network Dashboard
- Go to ‘Network Admin’ -> ‘Plugins’ -> ‘Add New’.
- Click on ‘Upload Plugin’.
- Upload plugin zip.
- Only install plugin zip in ‘Network Admin’ and do not activate it.
- Activate plugin site wise (‘Site’ -> ‘Admin’ -> ‘Plugins’).
Configuration
- Go to ‘Admin’ -> ‘CF7 – HubSpot’ -> ‘Configuration’.
- API Key: Add your HubSpot API key.
- Log in to HubSpot (Account Administrator or Marketing Administrator or Sales Administrator).
- To get your HubSpot API key, Go to HubSpot -> Settings -> Integrations -> API key. OR please follow the link here: https://app.hubspot.com/api-key/.
- Click on ‘Save’ button.
Integration
- Go to ‘Admin’ -> ‘CF7 – HubSpot’ -> ‘Integration’.
- You can see list of Contact Form 7 forms.
- Click on edit form icon which you want to integrate form.
- Select a HubSpot module you want to integrate with current form.
- Click on ‘Filter’ button to filter module fields.
- Check ‘HubSpot Integration?’ checkbox if you want to integrate HubSpot.
- Select ‘Create Module Record’ or ‘Create/Update Module Record’ action event.
- Create Module Record: On form submitted, it will add record.
- Create/Update Module Record: If form submitted email address match with existing record, it will update record. If form submitted email address not match with existing record, it will add record.
- Map Contact Form 7 form fields to HubSpot module fields.
For ‘Relationship’ type fields (Contact Owner, Deal Owner, etc…), create hidden field in the form and map it with ‘Relationship’ type field.
- For Contact Owner, Like
[hidden contact-owner-id "{Contact Owner ID}"]
. Example:[hidden contact-owner-id "0052w22000135G4AAI"]
. - For Deal Owner, Like
[hidden deal-owner-id "{Deal Owner ID}"]
. Example:[hidden deal-owner-id "0052w11000135G4AAI"]
.
- For Contact Owner, Like
- Click on ‘Save Changes’ button.
API Error Logs
- Go to ‘Admin’ -> ‘CF7 – HubSpot’ -> ‘API Error Logs’.
- You can see HubSpot API error logs.
Settings
- Go to ‘Admin’ -> ‘CF7 – HubSpot’ -> ‘Settings’.
- API Error Notification: Add ‘Subject’ and ‘Send To’. Will be sent HubSpot API error to the specified email.
- Delete data on uninstall?: Check ‘Delete data on uninstall?’ checkbox if you want to delete this plugin data on uninstall.