Gravity Forms HubSpot Add-On

Gravity Forms HubSpot - CRM Form Integration for WordPress

The Gravity Forms HubSpot Add-On is an extension that allows you to directly connect forms created in Gravity Forms to your HubSpot account. The solution automates contact data transfer, field mapping, and triggering marketing actions in your CRM, accelerating lead generation and improving data quality. The integration works well with both simple business card websites and complex e-commerce sites and lead generation campaigns.

Key Features and Capabilities

• Bidirectional Field Mapping – Precisely associate Gravity Forms fields with HubSpot contact and company properties.
• Automatic contact creation and updating – new form submissions are saved in CRM as contacts or updates to existing records.
• List and subscription support – Add contacts to specific HubSpot lists based on form responses.
• Workflow Triggering – Run HubSpot automations based on specific form completions or field conditions.
• UTM and traffic source passthrough – Preserve campaign parameters for attribution analytics and reporting.
• File and attachment support – Upload binary data to a contact record or related notes.
• Conditional Transfer Rules – Send data to HubSpot only if specific criteria are met, using Gravity Forms logic.
• Custom Field Mapping – Ability to sync custom properties with HubSpot.
• Duplicate identification and merging – heuristics for recognizing existing contacts by email or other key fields.

Benefits of Using Gravity Forms HubSpot

Integration eliminates manual data transfer between the form and the CRM, reducing the risk of errors and speeding up the response time of sales and marketing teams. By synchronizing contact properties and transferring traffic sources, HubSpot reports become more complete and reliable. Automated workflow triggers allow for immediate sending of welcome emails, assigning leads to account managers, and initiating nurture sequences without requiring manual intervention.

Practical applications

• Contact forms and quote requests – create contacts and assign them to the right sales campaigns.
• Event and webinar registrations – automatic registration to the participant list and triggering confirmations.
• Lead magnets and downloads – Provide resources and tag contacts in HubSpot for segmentation.
• Handling qualification orders – mapping sales fields and transferring data to the sales pipeline.
• Satisfaction surveys and NPS forms – collecting opinions with automatic assignment of results to the customer profile.

Requirements and good implementation practices

For the integration to work smoothly, you'll need an active HubSpot account and a working Gravity Forms installation in WordPress. During setup, it's a good idea to prepare a list of key fields to map, define conditional rules, and test data transfer in a test environment before going live. Maintaining order in HubSpot field and property names simplifies future segmentation and reporting.

The Gravity Forms HubSpot Add-On increases the efficiency of marketing and sales processes by simplifying lead management without the need for manual data entry. With flexible mapping options and submission conditions, it's suitable for a variety of business scenarios, from simple contact forms to advanced automation campaigns.