HubSpot Plugin

Use the HubSpot Plugin to create new contacts from form results and map your form fields to HubSpot contact properties. You can also set a Lead Status and Lifecycle Stage for each contact.

# Set Up the Plugin

Open the Plugins page for your form, select HubSpot, and click Connect to HubSpot:

Once the authorization window opens and you’ve logged in, click Choose Account:

Then click Connect app to complete the authorization:

Once connected, choose a Lead Status and, optionally, a Lifecycle Stage to apply to new contacts:

Your selected Lead Status and Lifecycle Stage will be shown in the plugin settings.

🔗 Learn more about HubSpot Lead Status and Lifecycle Stages.

# Map Form Fields to HubSpot

To create contacts with the information collected by your form, use the Field Mapper to connect your form fields to HubSpot property names.

# Find HubSpot Property Names

To find the property name you need, open Contacts in HubSpot and click Actions > Edit properties:

Find the property you want to use by scrolling through the list or searching for it. Once you’ve found it, click Edit:

Click the </> icon to view the property’s Internal name, then copy it:

For example, the First Name property has an Internal name of firstname. This is the value you’ll use to map a form field to the corresponding HubSpot property.

🔗 You can find more information in HubSpot’s list of default contact properties.

Here are some commonly used Internal names:

• email - required for a new contact’s email
• firstname - contact’s first name
• lastname - contact’s last name
• salutation - contact’s salutation
• company - contact’s company name
• industry - contact’s industry sector
• jobtitle - contact’s job title
• phone - contact’s phone number
• mobilephone - contact’s mobile phone number
• address - contact’s street address
• city - contact’s city
• state - contact’s state or region
• zip - contact’s ZIP or postal code
• website - contact’s website URL

To map a form field, open the HubSpot Plugin, select the form field, and enter the relevant Internal name in the Map To field:

When a respondent submits the form, the value from the mapped field will be added to the corresponding HubSpot contact property.

# Merge Lead Status and Lifecycle Stage

When the HubSpot Plugin creates a new contact, it applies the configured Lead Status and Lifecycle Stage.

If an existing contact submits your form again, the plugin can also update these values. This is where the merge options come in.

By default, the configured Lead Status and Lifecycle Stage values are used when updating an existing contact. If you’ve changed either value directly in HubSpot, merging the values can overwrite those changes with the values configured in the plugin.

For example, if the plugin is configured with a Lead Status of Open, but you’ve changed an existing contact’s status to New in HubSpot, merging the Lead Status will change it back to Open when that contact submits the form again.

If you only want to set Lead Status and Lifecycle Stage when the contact is first created, leave the merge options disabled. This prevents future form submissions from overwriting those values.

Pro Tip: The Lifecycle Stage can only move forward through the lifecycle when merged. It can’t be moved backwards when updating an existing contact. Lead Status, however, can be merged and updated to any value.

# See It in Action

First, create a form and add some fields:

Use the Field Mapper to connect your form fields to their corresponding HubSpot Internal names:

Click Save and Publish, then enter some data in your form and click Send:

Open HubSpot to see the newly created contact and its mapped properties:

Open the contact to see its Lifecycle Stage and Lead Status:

That’s it! If you need any help, contact us anytime.