HubSpot — contacts and deals from your site
OAuth setup, field mapping, owner-assignment rules, deal pipelines for paid checkouts.
Connecting HubSpot
HubSpot is a native integration, so your site can feed your CRM directly. In your dashboard, open Integrations and choose HubSpot, then Connect. Sign in through the OAuth window and approve access to your HubSpot account. From then on, form submissions can create or update HubSpot records automatically, so leads from your site land in your pipeline without manual copying.
Mapping form fields to contact properties
For data to arrive cleanly, map each form field to the matching HubSpot contact property:
- Email maps to the contact's email (and is how HubSpot de-duplicates).
- Name, phone, company map to their standard properties.
- Custom questions map to custom contact properties you've created in HubSpot.
Set this once in the integration settings. Because HubSpot matches on email, a returning visitor updates their existing contact rather than creating a duplicate.
Owner-assignment rules
You can decide who owns a new contact rather than leaving it unassigned:
- Assign all new contacts to a single owner, or
- Route by form — sales enquiries to a salesperson, support to support, and so on.
This means a new lead reaches the right person's queue the moment it arrives.
Deal pipelines for orders
Where you take paid checkouts, the integration can create a deal in a HubSpot pipeline as well as a contact, so a purchase shows up as an opportunity at the right stage. Map the deal to the pipeline and stage you want new orders to enter.
Decide your field mapping and owner rules before you switch this on. A few minutes spent mapping properly is what keeps your CRM clean instead of filling it with half-matched, unassigned contacts.
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