Integrate Happyforms with HubSpot CRM
Send information between Happyforms and HubSpot CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in HubSpot CRM for each form entry generated by Happyforms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in HubSpot CRM from the responses collected via Happyforms.
How it works
- The flow triggers when a form entry is submitted in Happyforms.
- Zoho Flow creates a new contact. Updates the contact details if it already exists in HubSpot CRM.
Create a new contact in HubSpot CRM for each form entry generated by Happyforms
Happyforms + HubSpot CRM
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Supported triggers and actions
Integrate Happyforms and HubSpot CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submitted
Triggers when a form entry is submitted
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Contact updated
Triggers when the details of an existing contact are updated
Deal created
Triggers when a new deal is created
Task created
Triggers when a new task is created
Deal updated
Triggers when a deal is updated
Engagement created
Triggers when a new engagement is created
All Actions - Actions are the automated tasks
Create engagement
Creates a new engagement
Create company
Creates a new company
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create deal
Creates a new deal
Create task
Creates a new task
Update contact - By email
Updates the details of the contact associated with the specified email
Update contact - By VID
Updates the details of a contact associated with the specified VID
Update company
Updates the details of an existing company
Associate CRM entities
Associates two existing CRM entities
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Fetch deal
Fetches the details of an existing deal by ID
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
Fetch company - By name
Fetches the details of an existing company by name
Fetch contact
Fetches the details of an existing contact by VID or Email
What is Happyforms?
Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
