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Plugin Description
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.
Screenshots
No screenshots provided
