Gravity Forms – 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’ -> ‘GF – 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 Changes’ button.

Integration

  • Go to ‘Admin’ -> ‘GF – HubSpot’ -> ‘Integration’.
  • You can see list of Gravity Forms 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 Gravity Forms 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, create hidden field in the form with value Contact Owner ID.
    • For Deal Owner, create hidden field in the form with value Contact Owner ID.
  • Click on ‘Save Changes’ button.

API Error Logs

  • Go to ‘Admin’ -> ‘GF – HubSpot’ -> ‘API Error Logs’.
  • You can see HubSpot API error logs.

Settings

  • Go to ‘Admin’ -> ‘GF – 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.