Here’s how sending existing responses to HubSpot works: Select the checkbox to send the existing responses of your typeform to HubSpot. This is especially important if you have customers in the European Union who are protected by GDPR regulation. Select the checkbox to allow source tracking. In this example, the typeform includes a Yes/No question about signing up to a newsletter, and people will see a different Ending based on their response to this.īy mapping this to the Next step property in HubSpot, l can see who signed up to my newsletter, and as an example, add a new task to create a distribution list based on this information.Ĩ. The Winning Outcome field of a typeform is the Ending screen people will see at the end of a quiz based on their choices. Optionally, you can also map your Typeform fields to Companies. In this example, the contact details will only be updated if the First Name and Phone Number fields match those of an existing contact.Ħ.
#SCHEDULE EMAIL TO SEND HUBSPOT UPDATE#
If you’re not mapping to an Email field, you can also use the checkboxes to select when to update existing contact information. If you leave the box unchecked, HubSpot might create records from typeform entries with missing, mistyped, or invalid email addresses. If you're mapping to an Email field, you can check the Yes, require an email address box to make sure that contacts will only be created if respondents provide a valid email address. You can use the dropdown list to scroll through options, or start typing in the search field to quickly find Typeform questions and matching HubSpot fields: Start mapping your typeform questions to HubSpot fields by selecting them from the dropdown lists. Each unique typeform can be integrated with one Hubspot account: in other words, you can’t integrate the same typeform with multiple Hubspot accounts.ĥ. Any account you have previously connected will be listed here. Note! You can associate multiple Hubspot accounts with your Typeform account. Select the account you want to use and click Choose account. Go to the Connect panel, and click Connect next to HubSpot.Ĥ. I’ve chosen a short lead generation typeform for collecting people’s contact details.Ģ.
Open your typeform from your Workspace, or create a new one.
#SCHEDULE EMAIL TO SEND HUBSPOT FULL#
For a full list of mappings supported by the integration, scroll down to the bottom of this article.ġ. You can also map Hidden Fields, File Upload questions, quiz outcomes, and custom variables to HubSpot fields, and edit the integration in the Connect panel. Connect a typeform to HubSpot, create or update contacts, companies, or deals, and send that data automatically to your HubSpot account when someone submits your typeform.
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