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’.
• 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 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.