Curious Brains GF HubSpot Addon

HubSpot is a cloud-based tool that syncs data across teams while converting leads and building customer relationships. HubSpot\’s over 1000 integrations make it simple to locate clients and work through procedures as well. When a form is finished, the Gravity Forms HubSpot Add-On seamlessly connects form data fields with WordPress admin. Learn more at wpcuriousbrains.com

PLUGIN INSTALLATION

- Activate Gravity Forms -> Activate Add-On

- Go to Gravity Forms -> Settings

- Check Client ID & Token

Get new Token if Access Token Expired

Refresh Token if your Access Token has ended. You will be given a new Access Token Code immediately.

Making & Mapping of Gravity Form

Forms-> New Blank Form -> Fill in title & description. Add form fields -> Save Form Form Settings -> HubSpot Add-On Map fields with their respective names -> Save mapping

OR

Form fields are mapped in with their names in a new form, which aids in automatic mapping of inputs.

Completing Sample Entries

Simply enter the required information and send the form. It gets assigned to the form fields automatically, and a table is generated.

Create and Edit Form Entries

If your entry is new, it will be made in the form table from scratch; otherwise, it will be updated with the new information.

Entry has been created but is not visible.

In this case, you can Sync To Hubspot again, and your data will be accessible after a short period of time.