Connect your Typeform automation with HubSpot to automatically add or update contacts, companies, and deals in HubSpot whenever someone submits a form, or when a contact is created or updated in your Typeform account.
With Typeform’s automations, you can set a trigger to start the automation and add multiple actions such as send data to HubSpot, send an email, send data to another integration, and much more. Additionally, you can add time delays in between actions. For example, you can create an automation to do the following:
- Set the trigger to start the automation when a new contact is created in Typeform
- Add an action to send the new contact data from Typeform to HubSpot contacts, companies, and deals
- Add a time delay of 1 day to then send a Slack message to remind your team to follow up with the new contact
What you’ll need:
- A Typeform account on the Plus, Business, Talent, Growth Flow, Growth Custom, or Enterprise plan
- The Contacts & Automations add-on (included at no extra cost if you’re on the Growth Flow plan)
- A HubSpot account
Looking to connect Typeform with HubSpot without automations? Learn how to connect and create your form with HubSpot.
Create contacts and map form responses to contact properties
To set up the automation based on your Typeform contact activity or updates, you’ll need to set up your contacts database with contact properties to store and organize information about your contacts in Typeform.
Then you’ll need to add contacts to your contacts database to create contact profiles. You can add contacts from form responses, import them from a CSV, or create them manually. If you’re adding contacts from form responses, you’ll need to map your form responses to your contact properties. An email address is needed for a contact profile to be created.
Create an automation and connect to HubSpot
1. From your workspace, click the Automations tab.
2. Click + Create automation.
3. Select what will trigger this automation: Form submissions or Contact activity or updates. We’ll select Contact activity or updates.
4. Give your automation a name by clicking the default name in the top left corner.
5. Select what will trigger this automation from the dropdown list. We’ll select Contact is created.
6. Optionally, add a contact list and contact property filter if you want to filter this automation for a specific group of contacts.
7. Click the + icon in the middle to add an action.
Then select Send to integration.
8. Click the HubSpot icon in the right side menu.
9. If you’ve already connected a HubSpot account to your Typeform account, select which account you want to use in the dropdown.
If you haven’t connected a HubSpot account yet, click Add new and follow the prompts to log into your HubSpot account.
10. Map Typeform’s contact properties or form questions to HubSpot fields.
Check the list of compatible fields and make sure to select a compatible HubSpot property when mapping.
If you want an email address to be required to create a record in HubSpot, click the Yes, require an email address checkbox. Records will only be created if a respondent provides an email address.
11. Optionally, you can map Typeform contact properties/form responses to HubSpot’s Companies or Deals.
If you would like to update existing Companies or Deals when you collect new responses or when contacts are created in Typeform, click the checkbox of the fields you want records to be compared to.
12. Click Save when you’re done.
13. Click Activate to turn this automation on.
Once activated, your automation will automatically create or update contacts in HubSpot based on the triggers you’ve set up.
Add time delay or another action
With automations, you can add a time delay to actions and add additional actions.
To add a time delay, click the + button and select Time delay.
In the right side menu, select the time delay for when you want the automation to continue. In the dropdown you can select to delay by Minutes, Hours, or Days.
Then click the + button to select what action you want to occur. You can send an email, send a text (SMS), send a webhook, or send to another integration.
Delete or edit the HubSpot action
To delete the HubSpot action, click the 3 dots of the action, then select Delete action.
To edit the integration, click Edit in the right side menu.
More ways to create automations
- Set up an email automation when a contact is added to a list
- Set up an email automation when a contact is removed
- Set up an email automation when a contact property is updated
- Set up a drip campaign using Contacts and Automations in Typeform
- Connect Slack with automations
- Connect automations with Mailchimp
- Connect automations with Zapier