A Growform multi-step

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First, you’ll need to Create a Custom Field in Hubspot. To do this, navigate to your Hubspot dashboard, go to “Settings” (cog icon) > “Properties” > “Create property”. Fill in the necessary details including the field name, field type (text, number, date, etc.), and the group where you want the field to be located (usually “Contact information”). For example, we’ll create a property called “customer_landing_page_builder” to take note of the landing page builder they customer is using: Once you’ve added the field, just go back to Zapier and hit “Refresh fields” under the action to see your new field there, and map it in the same way as before: Can I automatically add contacts to a list instead of just creating them? Yes! Whilst this is possible to do with Zapier, the easy way is to simply edit your list criteria such that any contacts that come in through this form are added to the Hubspot list.

For example, you could create a custom field called “customer_source” and always set this to “website” using the mapping rules above. Then, adjust your list criteria so that any customers with a “customer_source” of “website” are automatically added to this list. Can I run an email automation when contacts are received in Hubspot? Yes, you absolutely can! lebanon number data To achieve this, you would create a new workflow in Hubspot, and set the criteria in a similar way to the above question. Then, add an action (in this case an email) to your workflow and publish! Is this a reliable way of receiving leads in Hubspot? Yes, this is a popular and rock-solid way of receiving leads in Hubspot.

Growform is a popular online form builder used by hundreds of businesses, and Zapier is the best-practices integration tool to connect the tools together. Once everything’s set up, it’s simple to edit the form and update the integration. Conclusion & next steps With this guide, you’ve learned to create a beautiful multi-step form that sends leads straight to Hubspot: form that sends leads to Hubspot via Zapier We’ve covered the basics, from creating the form to connecting it to Hubspot via Zapier.

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