HubSpot Integration: The Best Tool for Managing Leads, Marketing, and Sales Effortlessly

HubSpot Integration: HubSpot is a CRM platform with all the software, integrations, and resources you need to connect your marketing, sales, content management, and customer service. HubSpot’s connected platform enables you to grow your business faster by focusing on what matters most: your customers.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with HubSpot. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with HubSpot.

HubSpot Integration Tutorials

Authorization of HubSpot Integration

First, you have to select the HubSpot from the actions page. To do this open your Bit Integrations dashboard then click on the Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select HubSpot from the action page.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

To set up HubSpot integration with Bit Integrations, you’ll need HubSpot Access Token. Follow these steps to get it.

• Access your HubSpot account.
• Click on the “Profile Icon” located at the top right corner, then select “Profile and Preferences.”
• Within the “Account Setup” section, navigate to “Integrations” and click on “Private apps.”
• Select “Create private apps” once in the Private apps section.
• Provide a name for your app.
• Proceed to the “Scopes” section and click on “CRM.”
• Grant all the necessary “READ” and “WRITE” permissions.
• Click the “Create App” button then click on the “Continue Creating” button.
• To reveal your private app key, click on the “Show” button.
• Copy your “Private Key“.
• Paste the copied “Private Key” into the integration “API Key” field.

Once you have successfully entered your Hubspot Access Token, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Select Action: Select an option from the drop-down list. For Example: “Create Contact“

In the HubSpot integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in HubSpot. The “Email” field is the default field in HubSpot, so you will need to map your form’s “Email” field to this field in HubSpot. You have the option to map additional fields by clicking on the Plus (+) icon.

Utilities

Available Utilities in HubSpot Integration for Create Contact

• Contact Owner: Select this option you can set a Contact owner of the sent record. Select Contact Owner from the drop-down option of your choices.
• Lifecycle Stage: You select the Lifecycle Stage (Subscriber, Lead, Marketing Qualified Lead, Sales Qualified Lead, Opportunity, Evangelist, Other, Customer) from actions.
• Lead Status: Select this option you can set a Lead Status of the sent record.
• Update contact (PRO): You can also update previously submitted data by enabling the “Update contact” action. The Bit Integration Pro starting from v(2.2.1) plugin needs to be installed and activated to enable the Upsert Record feature

Available Utilities in HubSpot Integration for Create Company

• Contact Owner: Select this option you can set a Contact owner of the sent record. Select Contact Owner from the drop-down option of your choices.
• Lifecycle Stage: You select the Lifecycle Stage (Subscriber, Lead, Marketing Qualified Lead, Sales Qualified Lead, Opportunity, Evangelist, Other, Customer) from actions.
• Lead Status: Select this option you can set a Lead Status of the sent record.
• Type: The optional classification of this company record – prospect, partner, etc.
• Industry: The type of business the company performs. By default, this property has approximately 150 pre-defined options to select from.
• Update company (PRO): You can also update previously submitted data by enabling the “Update company” action. The Bit Integration Pro starting from v(2.2.1) plugin needs to be installed and activated to enable the Upsert Record feature.

Available Utilities in HubSpot Integration for Create Deal

• Contact Owner: Select this option you can set a Contact owner of the sent record. Select Contact Owner from the drop-down option of your choices.
• Contact: By enabling this option you can associate deal with contacts.
• Company: By enabling this option you can associate deal with company.
• Deal Type: By enabling this option you can add type to deal.
• Priority: By enabling this option you can add priority.
• Update deal (PRO): You can also update previously submitted data by enabling the “Update deal” action. The Bit Integration Pro starting from v(2.2.1) plugin needs to be installed and activated to enable the Upsert Record feature.

Available Utilities in HubSpot Integration for Create Ticket

• Contact Owner: Select this option you can set a Contact owner of the sent record. Select Contact Owner from the drop-down option of your choices.
• Priority: By enabling this option you can add priority.
• Update ticket (PRO): You can also update previously submitted data by enabling the “Update ticket” action. The Bit Integration Pro starting from v(2.2.1) plugin needs to be installed and activated to enable the Upsert Record feature.

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your HubSpot. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

HubSpot Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

HubSpot Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Use Case

Bit Form with HubSpot

Bit Form Integration with HubSpot using Bit Integrations. When a Bit Form is submitted, then a new contact, deal, or ticket is automatically created in HubSpot.

Elementor Form with HubSpot

Elementor Form Integration with HubSpot using Bit Integrations. When an Elementor Form is submitted, then a new contact, deal, or ticket is automatically created in HubSpot.

Gravity Forms with HubSpot

Gravity Forms Integration with HubSpot using Bit Integrations. When a Gravity Forms is submitted, then a new contact, deal, or ticket is automatically created in HubSpot.

WPForms with HubSpot

WPForms Integration with HubSpot using Bit Integrations. When a WPForms is submitted, then a new contact, deal, or ticket is automatically created in HubSpot.

Contact Form 7 with HubSpot

Contact Form 7 Integration with HubSpot using Bit Integrations. When a Contact Form 7 is submitted, then a new contact, deal, or ticket is automatically created in HubSpot.

Ninja Forms with HubSpot

Ninja Forms Integration with HubSpot using Bit Integrations. When a Ninja Forms is submitted, then a new contact, deal, or ticket is automatically created in HubSpot.

Forminator Forms with HubSpot

Forminator Forms Integration with HubSpot using Bit Integrations. When a Forminator Forms is submitted, then a new contact, deal, or ticket is automatically created in HubSpot.

Formidable Forms with HubSpot

Formidable Forms Integration with HubSpot using Bit Integrations. When a Formidable Forms is submitted, then a new contact, deal, or ticket is automatically created in HubSpot.

Fluent Forms with HubSpot

Fluent Forms Integration with HubSpot using Bit Integrations. When a Fluent Forms is submitted, then a new contact, deal, or ticket is automatically created in HubSpot.