Visit HubSpot
Start Here
Overview
Connect your Orbit AI forms to HubSpot CRM and automatically create or update contacts and companies when forms are submitted. Perfect for capturing leads, managing customer inquiries, and powering your marketing automation.Why This MattersManual lead entry is slow and error-prone. With the HubSpot integration, every form submission automatically creates or updates a contact in your CRM, saving your team hours of data entry and ensuring leads never slip through the cracks.
Key Features
Create Contacts
Automatically create new contacts from submissions.
Sync Companies
Create or update company records alongside contacts.
Smart Deduplication
Update existing records if email matches.
Activity Timeline
Branded activity notes appear in HubSpot.
Before You Begin
- A HubSpot account (Free, Starter, Professional, or Enterprise)
- Admin or Super Admin permissions to install integrations
- A form with at least an Email field
Choose Your Setup Method
You can sync form submissions to HubSpot in two ways. Choose based on your needs:Integration Page
Connect HubSpot from your Integrations page and configure form-to-CRM field mappings directly.Best for:
- Quick setup with OAuth authentication
- Simple 1:1 form-to-HubSpot mapping
- Syncing all submissions without filtering
Workflows
Add HubSpot as a destination in your workflows for advanced control over which leads sync.Best for:
- Filtering by lead score or qualification
- Enriching data before syncing to HubSpot
- Combining with AI Agent qualification
Integration Page vs. Workflows: Which Should You Use?
Integration Page Use the Integration page when you want to send all form submissions directly to HubSpot without any filtering.- Simple form-to-HubSpot mapping
- No need for lead qualification first
- Fastest setup for basic CRM sync
- Filter by lead score or qualification
- Enrich leads before syncing (Clay, etc.)
- Use AI Agent to qualify first
Integration Page Setup
Connect HubSpot to Orbit AI using OAuth and configure which forms sync to your CRM.Step 1: Connect Your HubSpot Account
Go to Integrations in Orbit AI
From your dashboard, click “Integrations” in the left sidebar.
Dashboard → Integrations (left sidebar)Find HubSpot
Scroll down or search for “HubSpot” in the integrations list.
Search or scroll to find HubSpotClick "Connect HubSpot"
Click the HubSpot card, then click the “Connect HubSpot” button.
Click on HubSpot card → Connect HubSpotSign in to HubSpot
You’ll be redirected to HubSpot to sign in and authorize the connection.
Enter your HubSpot credentialsSecure OAuth ConnectionOrbit AI uses OAuth 2.0 to connect to HubSpot. We never see your password, and you can revoke access at any time from your HubSpot settings.
Step 2: Configure a Form Mapping
Go to the Field Mapping tab
After connecting, you’ll see the HubSpot configuration panel. Click the “Field Mapping” tab.
HubSpot config → Field Mapping tabSelect a form to configure
You’ll see a list of your forms. Click on the form you want to sync to HubSpot.
Click on a form from the listChoose what to sync
Toggle on “Contacts” to create contact records, and optionally “Companies” to create company records as well.
Toggle Contacts and/or CompaniesMap your form fields
For each form field, select the corresponding HubSpot property from the dropdown. Email is required for contacts.
Form field → Select HubSpot propertyConfigure sync settings
Choose duplicate behavior (update, skip, or create new) and whether to add activity notes.
Set duplicate behavior and notes optionsField Mapping Reference
Map your form fields to HubSpot contact properties. The email field is required for contact creation.Contact Properties
| Form Field | HubSpot Property | Required |
|---|---|---|
| Required | ||
| First Name | firstname | Optional |
| Last Name | lastname | Optional |
| Phone | phone | Optional |
| Company | company | Optional |
| Job Title | jobtitle | Optional |
| Website | website | Optional |
Company Properties
| Form Field | HubSpot Property | Notes |
|---|---|---|
| Company Name | name | Required for company creation |
| Company Domain | domain | Used for deduplication |
| Industry | industry | Optional |
| Company Size | numberofemployees | Optional |
Using Custom Properties
You can map form fields to any custom HubSpot property. First, create the property in HubSpot under Settings → Properties → Contact properties, then it will appear in the field mapping dropdown.Duplicate Handling
Choose what happens when a contact with the same email already exists in HubSpot:Update (Default)
Merge new data into the existing record. Properties from the form submission will update the contact.
Skip
Keep the existing record unchanged. The form submission won’t modify any HubSpot data.
Create New
Always create a new record, even if the email already exists. May create duplicates.
Using HubSpot with Workflows
For advanced use cases, add HubSpot as a destination in your workflows. This gives you more control over which submissions get sent to your CRM.Use workflows when you need to:
- Send to HubSpot only for qualified leads (after AI agent qualification)
- Include enriched data in your HubSpot records (from Clay, Clearbit, etc.)
- Use AI SDR to classify leads before adding to your CRM
- Route different leads to different HubSpot lists or properties
Adding HubSpot to a Workflow
Create or open a workflow
Go to Workflows in your dashboard and create a new workflow or open an existing one.
Dashboard → Workflows → Create/EditAdd a trigger
Set up a Form Submission trigger for the form(s) you want to sync.
Add Trigger → Form SubmissionAdd any intermediate steps (optional)
Add AI Agent for qualification, Enrichment nodes, or Filter nodes as needed.
Add AI Agent, Enrichment, or Filter nodesAdd HubSpot destination
Click the + button and select HubSpot from the destinations list.
+ Add Destination → HubSpotConfigure the HubSpot node
Choose to create contacts, companies, or both. Map your fields to HubSpot properties.
Select record type → Map fieldsExample: Qualified Leads Only
A common workflow that only sends qualified leads to HubSpot: Form Submission → AI Agent (Qualify) → Filter (Score > 70) → HubSpotAutomatic Field Capture with HubSpot Pixel
If you have the HubSpot tracking code installed, HubSpot can automatically capture form submissions — no API configuration needed.Embedded Forms
If your Orbit form is embedded on a page where the HubSpot pixel is already installed, HubSpot will automatically capture form field data when visitors submit the form. No additional setup required.Hosted Forms (Orbit URL or Custom Domain)
If you’re using an Orbit-hosted form URL:Viewing Captured Submissions
View your captured submissions in HubSpot under Marketing → Forms → Non-HubSpot Forms.Note: This is separate from the API integration. Use the pixel for simple automatic capture, or use the API integration for full control over field mapping and workflow automation.
Troubleshooting
Resources
- Creating Custom Properties
- HubSpot Workflows Guide
- HubSpot Contacts API
- HubSpot Collected Forms
- HubSpot Website