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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.

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Video tutorial

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How it works

1

Create your form in Fillout

In your Fillout dashboard, click + Make a Fillout followed by Connect and choose HubSpot.
Screenshot of the Fillout form creation page
Choose your theme (don’t worry, you can always change this later). Then, choose a HubSpot account to connect your contacts table to Fillout.
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.
2

Map your questions

Fillout will pull your questions (and answer options, when present) directly from your HubSpot table. Your HubSpot properties will now appear in the left sidebar of your Fillout form editor. Simply drag & drop to start building your form.
Screenshot of the Fillout form creation page
To connect a new question or field to your HubSpot contacts, or check an existing connection, click the settings icon to open the right sidebar. Click Connected to view the Property to connect to.Custom properties created in HubSpot should be marked to Use in forms, and bots, to use in Fillout forms.
Tip: To update your Fillout form with changes from your HubSpot contacts table, click the Refresh HubSpot Connection icon 🔄 or refresh the page.
3

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.

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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.

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Specify a condition

You can run your integration only when a specific condition is met. Check out this guide.

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Removing HubSpot integration

Go to the homepage and click your account name in the lower left corner followed by Integrations. Hover over HubSpot connection and click ⋮ or the vertical ellipsis to Delete it.
Screenshot of the Fillout form creation page
In HubSpot, you can remove the Fillout connection from the connected apps settings. This won’t affect your HubSpot data or Fillout submissions, and you can reconnect anytime from the Integrate tab.

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HubSpot specific guide

Make new companies and deals in HubSpot

Add new company records and set up your deals pipeline.