HubSpot Integration
Sync leads directly to your CRM
Connect your Orbit AI forms to HubSpot CRM and automatically create or update contacts when forms are submitted. Perfect for capturing leads, managing customer inquiries, and powering your marketing automation.
Create Contacts
Automatically create new contacts in HubSpot from form submissions
Update Existing
Update contact properties if the email already exists in your CRM
Property Mapping
Map form fields to any HubSpot contact property, including custom properties
Trigger Workflows
Use HubSpot workflows to automate follow-ups and sequences
Prerequisites
- A HubSpot account (Free, Starter, or Professional)
- Admin or Super Admin permissions to install integrations
- A form with at least an Email field
Setup Guide
- 1
Connect via OAuth
In your form's Integrations tab, click "Add Integration" and select HubSpot. Sign in with your HubSpot account to authorize the connection
- 2
Grant Permissions
Allow Orbit AI to create and update contacts in your HubSpot account. We only request the minimum required permissions
- 3
Map Your Fields
Match each form field to the corresponding HubSpot property. Email is required — additional fields like name and phone are optional
- 4
Enable the Integration
Toggle the integration on and test with a sample submission. Check your HubSpot contacts to verify it worked
Property Mapping
Map your form fields to HubSpot contact properties. Email is required.
| Form Field | HubSpot Property | Required |
|---|---|---|
| Required | ||
| First Name | firstname | Optional |
| Last Name | lastname | Optional |
| Phone | phone | Optional |
| Company | company | Optional |
| Job Title | jobtitle | Optional |
| Website | website | Optional |
| Message | message | Optional |
Using Custom Properties
You can map form fields to any custom HubSpot property. First, create the property in HubSpot under Settings → Properties → Contact properties, then use the internal name (not the label) in your field mapping.
Example: A property labeled "Lead Source" might have an internal name like lead_source
Tips for Success
- • If a contact with the same email already exists, their properties will be updated
- • Use HubSpot workflows to send automatic follow-up emails when new contacts are created
- • Property names are case-insensitive in HubSpot