Collect and update contacts, companies and deals for HubSpot with a typeform
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.
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. For a full list of mappings supported by the integration, scroll down to the bottom of this article.
What you’ll need:
- A HubSpot account
- A free Typeform account
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Set up the HubSpot integration
To connect your typeform to HubSpot:
1. Open your typeform from your Workspace, or create a new one. I’ve chosen a short lead generation typeform for collecting people’s contact details.
2. Go to the Connect panel, and click Connect next to HubSpot.
3. Click Authenticate.
4. Select the account you want to use and click Choose account.
Note! You can associate multiple Hubspot accounts with your Typeform account. Any account you have previously connected will be listed here. Each unique typeform can be integrated with one Hubspot account: in other words, you can’t integrate the same typeform with multiple Hubspot accounts.
5. Start mapping your typeform questions to HubSpot fields by selecting them from the dropdown lists.
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:
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. If you leave the box unchecked, HubSpot might create records from typeform entries with missing, mistyped, or invalid email addresses.
If you’re not mapping to an Email field, you can also use the checkboxes to select when to update existing contact information. In this example, the contact details will only be updated if the First Name and Phone Number fields match those of an existing contact.
6. Optionally, you can also map your Typeform fields to Companies...
7. ...or Deals in HubSpot.
The Winning Outcome field of a typeform is the Ending screen people will see at the end of a quiz based on their choices.
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.
By mapping this to the Next step property in HubSpot, you can see who signed up to your newsletter, and as an example, add a new task to create a distribution list based on this information.
8. Select the checkbox to allow source tracking. This is especially important if you have customers in the European Union who are protected by GDPR regulation. Read more about that here.
9. Select the checkbox to enable the source tracking for embedded typeforms. Head to this article to find out how to set up source tracking for embedded typeforms.
10. Select the checkbox to send the existing responses of your typeform to HubSpot.
Here’s how sending existing responses to HubSpot works:
- The number of existing responses that can be sent to HubSpot is 1,000. If a form has more than 1,000 responses, only the 1,000 most recent responses will be backfilled.
- If an entry can’t be sent to HubSpot, for example, if a respondent enters an invalid email address, only that entry will fail, the other responses will be backfilled.
- You can only send existing responses to HubSpot when you set up the integration, not when you edit it.
- Sending existing responses to HubSpot can take a few hours, depending on how many responses you’re trying to backfill and how many other users are backfilling at the same time.
- You can select a maximum of three fields to update existing records, for example, First Name, Last Name and Email.
11. When you’re happy with your settings, click Save.
12. Now you’ll see that the integration is active in the Connect panel. You can untoggle the switch to deactivate it.
13. You can also click the three dots to Edit or Delete your integration.
When people submit your typeform, you’ll see the new Contacts, Companies, and Deals created in your HubSpot account:
Segment your audience by source in HubSpot
Want to track the source of your leads? Once your integration is set up, you’ll be able to do that in your HubSpot account.
By default HubSpot adds a tracking cookie to your typeform. So if you share your typeform on social media, that will be recorded in HubSpot.
1. Open your HubSpot account, and click on Contacts.
2. Click Table actions, and Edit columns:
3. From this menu, make sure you add Original source and Original source drill-down 1.
4. Now you can see the source type in Original source, and the specific source in Original source drill-down 1:
In this case my latest contact came from Social Media, specifically Twitter.
If you're backfilling responses, you won't be able to segment those contacts by a specific source. All such contacts will be shown as created from Direct Traffic from Unknown URL:
You can find information about tracking the source of embedded typeforms here.
Hubspot field types
Check which Hubspot fields are compatible with your typeform's questions here. Some question types are compatible with multiple field types:
|Typeform question type||Hubspot field type||Notes|
|Multiple choice, Picture choice||Multiple Checkboxes||Only Multiple choice and Picture choice questions with Multiple selection set to true|
|Multiple choice, Dropdown, Picture choice||Radio Select||Only Multiple choice and Picture choice questions with Multiple selection set to false|
|Multiple choice, Dropdown, Picture choice||Select||Only Multiple choice and Picture choice questions with Multiple selection set to false|
|Number, Opinion scale, Rating, Score||Number|
|Yes/No, Legal||Single Checkbox|
|Multiple choice, Dropdown, Picture choice, Short text, Email, Hidden field, Date, Legal, Long text, Number, Opinion scale, Phone number, Rating, Website, Yes/No, Score, Quiz Outcome, Appointments||Single-line Text||Only Multiple choice and Picture choice questions with Multiple selection set to false|
|Multiple choice, Dropdown, Picture choice, Short text, Email, Hidden field, Date, Legal, Long text, Number, Opinion scale, Phone number, Rating, Website, Yes/No, Score, Quiz Outcome, Appointments||Multi-line Text||Only Multiple choice and Picture choice questions with Multiple selection set to false|
|"Other" option in Multiple choice questions||Select||Only Multiple Choice questions with Multiple selection set to false|
|Matrix, Payment||Not supported|
When creating custom properties in HubSpot, make sure to select the Use in forms, and bots checkbox, like in the screenshot below: