Contact Form 7 – HubSpot Integration

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’.
  • Access Token: Add your HubSpot Access Token.
    • To get your HubSpot Access Token, Log in to HubSpot (Account Administrator or Marketing Administrator or Sales Administrator).
    • Go to HubSpot -> Settings -> Integrations -> Private apps.
    • Click on ‘Create a private app’ button.
      • Basic Info Tab: Add app name and description.
      • Scopes Tab: Select below “CRM” and “Standard” scopes:
        • crm.objects.contacts: Checked checkbox “Write” and “Read”.
        • crm.objects.deals: Checked checkbox “Write” and “Read”.
        • crm.schemas.contacts: Checked checkbox “Write” and “Read”.
        • crm.schemas.deals: Checked checkbox “Write” and “Read”.
        • files: Checked checkbox “Request”.
        • forms: Checked checkbox “Request”.
    • Click on ‘Create app’ button.
  • 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 Lead Capture Form, Install the tracking code on a WordPress website

  • 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.