> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbitforms.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot Integration

> Sync form leads directly to your CRM

<img src="https://mintcdn.com/orbitai-d647f397/T1yKN7sdBmMTM8cv/_images/integrations/HubSpot.svg?fit=max&auto=format&n=T1yKN7sdBmMTM8cv&q=85&s=1fdf3aa6d2c9545d9ce8348dfc8ed927" alt="HubSpot" width="32" height="32" data-path="_images/integrations/HubSpot.svg" />

[Visit HubSpot](https://www.hubspot.com)

## Start Here

### Overview

Connect your OrbitForms 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.

<Note>
  **Why This Matters**

  Manual 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.
</Note>

## Key Features

<CardGroup cols={2}>
  <Card title="Create Contacts" icon="users">
    Automatically create new contacts from submissions.
  </Card>

  <Card title="Sync Companies" icon="building">
    Create or update company records alongside contacts.
  </Card>

  <Card title="Smart Deduplication" icon="arrows-rotate">
    Update existing records if email matches.
  </Card>

  <Card title="Activity Timeline" icon="bolt">
    Branded activity notes appear in HubSpot.
  </Card>
</CardGroup>

## 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:

<CardGroup cols={2}>
  <Card title="Integration Page" icon="gear">
    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

    [Set up via Integration Page](#integration-page-setup)
  </Card>

  <Card title="Workflows" icon="code-branch">
    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

    [Set up with Workflows](#using-hubspot-with-workflows)
  </Card>
</CardGroup>

### 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

**Workflows**

Use Workflows when you need **filtering, enrichment, or AI qualification** before sending to HubSpot.

* Filter by lead score or qualification
* Enrich leads before syncing (Clay, etc.)
* Use AI Agent to qualify first

[Learn more about Workflows](#using-hubspot-with-workflows)

## Integration Page Setup

Connect HubSpot to OrbitForms using OAuth and configure which forms sync to your CRM.

### Step 1: Connect Your HubSpot Account

<Steps>
  <Step title="Go to Integrations in OrbitForms">
    From your dashboard, click "Integrations" in the left sidebar.

    `Dashboard → Integrations (left sidebar)`
  </Step>

  <Step title="Find HubSpot">
    Scroll down or search for "HubSpot" in the integrations list.

    `Search or scroll to find HubSpot`
  </Step>

  <Step title="Click &#x22;Connect HubSpot&#x22;">
    Click the HubSpot card, then click the "Connect HubSpot" button.

    `Click on HubSpot card → Connect HubSpot`
  </Step>

  <Step title="Sign in to HubSpot">
    You'll be redirected to HubSpot to sign in and authorize the connection.

    `Enter your HubSpot credentials`
  </Step>

  <Step title="Grant Permissions">
    Allow OrbitForms to access your HubSpot account. We only request the minimum permissions needed to create contacts and companies.

    `Click "Allow" to authorize`
  </Step>
</Steps>

<Info>
  **Secure OAuth Connection**

  OrbitForms 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.
</Info>

### Step 2: Configure a Form Mapping

<Steps>
  <Step title="Go to the Field Mapping tab">
    After connecting, you'll see the HubSpot configuration panel. Click the "Field Mapping" tab.

    `HubSpot config → Field Mapping tab`
  </Step>

  <Step title="Select 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 list`
  </Step>

  <Step title="Choose what to sync">
    Toggle on "Contacts" to create contact records, and optionally "Companies" to create company records as well.

    `Toggle Contacts and/or Companies`
  </Step>

  <Step title="Map your form fields">
    For each form field, select the corresponding HubSpot property from the dropdown. Email is required for contacts.

    `Form field → Select HubSpot property`
  </Step>

  <Step title="Configure sync settings">
    Choose duplicate behavior (update, skip, or create new) and whether to add activity notes.

    `Set duplicate behavior and notes options`
  </Step>

  <Step title="Save Configuration">
    Click "Save Configuration" to save your mappings. The form will now sync to HubSpot.

    `Click "Save Configuration" button`
  </Step>
</Steps>

## Field 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 |
| ---------- | ---------------- | -------- |
| Email      | email            | 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.

<Tip>
  Click the refresh button in the field mapping panel to load newly created custom properties.
</Tip>

## Duplicate Handling

Choose what happens when a contact with the same email already exists in HubSpot:

<CardGroup cols={3}>
  <Card title="Update (Default)" icon="arrows-rotate">
    Merge new data into the existing record. Properties from the form submission will update the contact.
  </Card>

  <Card title="Skip" icon="forward">
    Keep the existing record unchanged. The form submission won't modify any HubSpot data.
  </Card>

  <Card title="Create New" icon="plus">
    Always create a new record, even if the email already exists. May create duplicates.
  </Card>
</CardGroup>

## 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

<Steps>
  <Step title="Create or open a workflow">
    Go to Workflows in your dashboard and create a new workflow or open an existing one.

    `Dashboard → Workflows → Create/Edit`
  </Step>

  <Step title="Add a trigger">
    Set up a Form Submission trigger for the form(s) you want to sync.

    `Add Trigger → Form Submission`
  </Step>

  <Step title="Add any intermediate steps (optional)">
    Add AI Agent for qualification, Enrichment nodes, or Filter nodes as needed.

    `Add AI Agent, Enrichment, or Filter nodes`
  </Step>

  <Step title="Add HubSpot destination">
    Click the + button and select HubSpot from the destinations list.

    `+ Add Destination → HubSpot`
  </Step>

  <Step title="Configure the HubSpot node">
    Choose to create contacts, companies, or both. Map your fields to HubSpot properties.

    `Select record type → Map fields`
  </Step>

  <Step title="Save and activate">
    Save your workflow and toggle it to Active. Leads will now flow through your workflow to HubSpot.

    `Save → Toggle Active`
  </Step>
</Steps>

### Example: Qualified Leads Only

A common workflow that only sends qualified leads to HubSpot:

**Form Submission** → **AI Agent (Qualify)** → **Filter (Score > 70)** → **HubSpot**

## Automatic 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:

<Steps>
  <Step title="Open your form in Orbit" />

  <Step title="Go to Settings → Tracking" />

  <Step title="Paste your HubSpot tracking code">
    Paste your HubSpot tracking code in the "Custom HTML" section.
  </Step>

  <Step title="Save">
    Save — HubSpot will now capture submissions on this form.
  </Step>
</Steps>

### Viewing Captured Submissions

View your captured submissions in HubSpot under **Marketing → Forms → Non-HubSpot Forms**.

<Info>
  **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.
</Info>

## Troubleshooting

<Warning>
  **Contact not appearing in HubSpot?**

  Check that the email field is properly mapped and contains a valid email address. HubSpot requires a valid email to create contacts.
</Warning>

<Warning>
  **OAuth connection expired?**

  If your integration stops working, try clicking "Reconnect" in the HubSpot configuration panel. This will refresh your OAuth tokens.
</Warning>

<Warning>
  **Custom properties not appearing?**

  Click the refresh button in the field mapping panel to reload properties from HubSpot. Make sure the property exists in HubSpot under Settings → Properties.
</Warning>

<Warning>
  **Permission errors?**

  Ensure the HubSpot user who authorized the integration has Admin or Super Admin permissions. Limited users may not have access to create contacts or companies.
</Warning>

<Warning>
  **Duplicate contacts in HubSpot?**

  Check your duplicate behavior setting. If set to "Create New", it will create duplicates. Change to "Update" to merge data into existing records instead.
</Warning>

## Resources

* [Creating Custom Properties](https://knowledge.hubspot.com/properties/create-and-edit-properties)
* [HubSpot Workflows Guide](https://knowledge.hubspot.com/workflows/create-workflows)
* [HubSpot Contacts API](https://developers.hubspot.com/docs/api/crm/contacts)
* [HubSpot Collected Forms](https://knowledge.hubspot.com/forms/use-collected-forms)
* [HubSpot Website](https://www.hubspot.com)

***

## Ready to Sync Your Forms to HubSpot?

Connect HubSpot in minutes and start automatically syncing leads to your CRM.

[Get Started](https://orbitforms.ai/signin)