How to create a HubSpot form
Use a Fillout form to create or update your HubSpot contacts. Embed your forms or share them anywhere.
What is HubSpot?
HubSpot functions as a comprehensive CRM platform that incorporates a variety of software, integrations, and tools, enabling seamless connectivity between marketing, sales, content management, and customer service.
Video tutorial
How it works
1. Create your form in Fillout
In your Fillout dashboard, click
+ New Form
followed by Connect
Then, pick HubSpot form
in the pop-up. Choose your theme (don’t worry, you can always change this later). Click
Connect to HubSpot
to connect your HubSpot contacts table to Fillout.2. Grant access to the Fillout app
Select the account you’d like to connect to Fillout, and then press
Choose Account
. You’ll then be informed which features we get access to, and you can continue!Troubleshooting: Unable to connect? Try ensuring that you’re logged into your HubSpot account before connecting, and try again. Contact support@fillout.com for help.
3. Map your questions
Now that you’ve connected to HubSpot and synced with your contacts, it’s time to create your form. Fillout will pull your questions (and answer options, when present) directly from your HubSpot table.
HubSpot properties
now appears in the left sidebar of your Fillout form editor. All the properties you set up in HubSpot are here. Simply drag & drop to start building your form.To connect a new question to your HubSpot contacts, or check an existing connection, go to the dropdown menu inside Connected > Property to connect to in the right sidebar.
Custom properties created in HubSpot should be marked to Use in forms, and bots, to use in Fillout forms.
Tip: If you make changes in your HubSpot contacts table that you want to reflect in your Fillout form, hit the Refresh HubSpot Connection icon 🔄 , or refresh the Fillout page
4. Publish & Share
Once you’ve finished creating your form, you’re ready to go! Simply
Publish
and share. Form responses will now automatically populate inside your HubSpot table. You can share the link directly, or embed the form on your site.Good to know: Fillout has many powerful features like branching and conditional hide/appear logic. No matter how complex your needs are, there’s a way to build it in Fillout.
Update existing contacts
Existing contacts will automatically be updated if the form is re-submitted with the same email as an existing contact in your HubSpot CRM.
Good to know: You can pre-fill your form if you already know information about your existing contact. For more info, see this help article.
Specify a condition
You can run your integration only when a specific condition is met. Check out this guide.
Removing HubSpot integration
In Fillout, you can disconnect your HubSpot integration by clicking on integrations in account settings , and then clicking the three dots on your HubSpot connection, to delete the account.
Conversely, in HubSpot, you can remove the Fillout forms connection from the connected apps settings. Disconnecting HubSpot from Fillout will not affect any data in HubSpot, nor any form submissions collected in Fillout as well, and can be re-connected anytime from the
Integrations
tab of your forms.Hubspot specific guide
Make new companies and deals in a HubSpot form