Integration for HubSpot CRM

This plugin sends form submissions from Contact Form 7, WPForms, Elementor Forms, Gravity Forms, and Formidable Forms to HubSpot CRM.

When a user submits a form, the plugin can create or update records—such as contacts, companies, or deals—in your HubSpot CRM account. This helps reduce manual data entry and keeps your HubSpot data in sync with your website forms.

Supported form plugins:

• Contact Form 7
• WPForms
• Elementor Forms
• Gravity Forms
• Formidable Forms

Authentication

To connect your HubSpot CRM account:

1. Go to the Accounts page in the plugin.
2. Click Add Account.
3. Enter an identifiable account name (for example, “Main HubSpot CRM Account”).
4. Click Authenticate to open the HubSpot authorization page.
5. Log in to HubSpot and approve the requested permissions.
6. After approval, you will be redirected back to WordPress, and the account will be listed on the Accounts page.

Add Integration

To create a new integration:

1. Go to the Setup page.
2. Click Add Integration.
3. Enter an integration name (for example, “Lead Capture Form”).
4. Select the form type (Contact Form 7, WPForms, Elementor, Gravity Forms, or Formidable).
5. Choose the connected HubSpot CRM account.
6. Select the HubSpot object where records should be created or updated (for example, Contacts, Companies, Deals).
7. Map form fields to HubSpot CRM fields in the field mapping section.
8. Optionally map additional fields such as phone, company, custom properties, or attachments (where supported).
9. Use the filter criteria section to apply conditions (for example, sync only if a specific checkbox is selected).
10. Click Save Mapping.

Logs

The plugin provides a logs section to review how data is being sent to HubSpot CRM.

• Open the Logs page to see a list of submissions and their statuses.
• Typical statuses include:
  • SUCCESS – record created or updated successfully.
  • RECORD_FAILED – record not created due to an error (for example, a required field is missing).

Additional options:

• Filter logs by integration, status, or date range.
• Open the log details view to see the full request, response, and error messages.
• Resync or delete individual records, or use bulk actions where available.

Settings

Global settings can be managed from the Settings page:

• Delete data on uninstall – when enabled, plugin data will be removed when the plugin is deleted from WordPress.
• Error email notification – enable or disable email notifications when a record fails.
• Notification emails – specify one or more email addresses (comma-separated) to receive error notifications.
• Email subject – set the subject line for error notification emails.

Privacy and Data Handling

• Form submission data is sent from your WordPress site to HubSpot CRM via their API.
• The plugin does not send data to any third-party service other than the configured HubSpot services.

Free and Paid Features

The plugin is available in a free version with optional paid features.

Free version includes:

• Connect up to 2 HubSpot CRM accounts
• Connect up to 2 forms
• Support for standard fields and basic field mapping
• Custom value support
• System fields mapping (where supported)
• Note field integration
• Error log view and basic resync options
• Email notifications for failed records
• No daily record limit enforced by the plugin

Paid version adds:

• Unlimited account connections (subject to HubSpot limits)
• Unlimited form connections
• Premium field support
• Custom field mapping
• Extended resync options and log handling

Upgrade now: https://integrazo.com/products/integrate-with-hubspot-crm

Features Overview

• Connect HubSpot CRM to supported form plugins
• Configure multiple HubSpot accounts and objects
• Map form fields to HubSpot CRM fields, including custom properties
• Real-time syncing of form submissions
• Optional conditional logic to control when records are created or updated
• Activity logs with status and error details
• Resync options for failed records
• Optional email notifications for errors
• Settings to control data removal on uninstall

Support

If you need help or want to request a feature:

• https://integrazo.com/pages/contact
• https://integrazo.com/pages/request-feature

Website: https://integrazo.com
Email: [email protected]

Additional Notes

This plugin supports WordPress multisite installations and has been tested for compatibility with recent WordPress versions.

Automatic installation
1. Go to Plugins > Add New in your WordPress dashboard.
2. In the search bar, type Integrazo and locate this plugin.
3. Click Install and then Activate.
4. Go to the plugin settings to connect your HubSpot CRM account and start syncing.

Manual installation
1. Upload the plugin ZIP file via Plugins > Add New > Upload Plugin.
2. Activate the plugin.
3. Go to the plugin settings and complete the setup.

1. 

   Connect account

2. 

   Map fields

3. 

   Detailed logs

4. 

   Settings page

1.0.9

• Updated: Readme file revised to follow WordPress.org guidelines.
• Updated: Description, tags, and sections rewritten for clarity and compliance.

1.0.8

• Changed: Elementor Forms integration flow updated for smoother setup.
• Improved: Reliability when mapping Elementor form fields.

1.0.7

• Added: FAQ entry about disabling specific integrations.
• Fixed: All known error notices reported by WordPress debug logs.
• Checked: Tested with WordPress 6.8.

1.0.6

• Fixed: Elementor Forms field-loading issue.

1.0.5

• Added: Improved validation and sanitization.
• Fixed: Issue causing a blank page when selecting a list.

1.0.4

• Added: WordPress 6.8 compatibility.
• Fixed: Removed unnecessary use of $wpdb->prepare() for static table names.
• Fixed: i18n issue by removing an empty __() string in get_columns().

1.0.3

• Verified: Compatibility with WordPress 6.7.2.
• Updated: Applied recent HubSpot API changes.
• Refined: User interface adjustments.

1.0.2

• Added: Step-by-step screenshots in the documentation.

1.0.1

• Added: Review and feedback section.

1.0.0

• Initial release with:
  • Support for Contact Form 7, Gravity Forms, WPForms, Elementor Forms, and Formidable Forms.
  • Error logging and resync options for failed submissions.
  • Email notifications for integration failures.