Hubspot Integration

Hubspot Integration

Hubspot Integration

With WorkHack’s Hubspot Integration, you can seamlessly send data collected from your users by forms back to your CRM, including partial submissions.

The WorkHack Form Builder allows you to manually map each question on your forms to Contact Properties in your Hubspot account. It includes error alerts and action recommendations to avoid input and property type mismatches.

With WorkHack’s Hubspot Integration, you can seamlessly send data collected from your users by forms back to your CRM, including partial submissions.

The WorkHack Form Builder allows you to manually map each question on your forms to Contact Properties in your Hubspot account. It includes error alerts and action recommendations to avoid input and property type mismatches.

Steps To Set Up:

  1. Install the Hubspot app on your WorkHack dashboard.

  2. Add the Hubspot app to a selected form.

  3. Map each question or input to a contact property.

  4. Review any alerts for input and property type mismatches.

  5. Test the integration and publish the form.

Technical Notes:

  1. To use the Hubspot integration, users must authorize WorkHack to send data back to their accounts.

  2. Data is returned to users’ Hubspot accounts in real-time on a per-screen basis, regardless of form completion. This means all partial submissions are captured.

  3. All fields on the first screen (name, phone number, and email) are automatically mapped to the relevant Contact Properties.

  4. Users must manually map the remaining form fields and questions to Contact Properties in Hubspot.

  5. With enumeration properties on Hubspot (such as dropdown select and multiple checkboxes), WorkHack checks for both label and internal value and sends back whichever applies.

Steps To Set Up:

  1. Install the Hubspot app on your WorkHack dashboard.

  2. Add the Hubspot app to a selected form.

  3. Map each question or input to a contact property.

  4. Review any alerts for input and property type mismatches.

  5. Test the integration and publish the form.

Technical Notes:

  1. To use the Hubspot integration, users must authorize WorkHack to send data back to their accounts.

  2. Data is returned to users’ Hubspot accounts in real-time on a per-screen basis, regardless of form completion. This means all partial submissions are captured.

  3. All fields on the first screen (name, phone number, and email) are automatically mapped to the relevant Contact Properties.

  4. Users must manually map the remaining form fields and questions to Contact Properties in Hubspot.

  5. With enumeration properties on Hubspot (such as dropdown select and multiple checkboxes), WorkHack checks for both label and internal value and sends back whichever applies.