HubSpot integration
HubSpot Forms, Upgraded: Sync Every Submission to Your CRM
HubSpot forms are fine until you need branching logic, payments or a form that does not look like HubSpot. Ovoform builds the form, then creates or updates a HubSpot contact for every submission, matched by email, with a note of the answers and an optional deal.
No credit card required. Unlimited responses. The HubSpot integration is included with Business and Enterprise plans.
Pricing inquiry
New
Contacts Ada Lovelace
ada@example.com
What you can do with Ovoform and HubSpot
Sync
Create or update contacts, matched by email
For each submission Ovoform searches HubSpot for the email address. If the contact exists it is updated, and if not it is created, so repeat visitors do not become duplicates.
Map
Answers into standard and custom properties
Choose which contact property receives each question. Properties that do not exist yet are created as text properties, and answers that do not fit a dropdown property are dropped with a warning rather than failing the sync.
Record
A note with the full submission
Every submission adds a note to the contact listing all answers, so anyone opening the record in HubSpot sees exactly what the person told you.
Open
Deals, when you want them
Turn on deal creation and pick the pipeline and stage. Each submission then creates a deal named after the form and associated with the contact.
How the HubSpot connection works
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Connect HubSpot
Sign in to HubSpot and approve access to contacts, deals and contact properties.
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Map your questions
Match questions to contact properties. An email address is required, and Ovoform falls back to the first email question if you have not mapped one.
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Decide on deals
Optionally switch on deal creation and choose the pipeline and stage that new deals should start in.
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Test, then resync
Submit a test response and check the contact in HubSpot. Existing responses can be sent across with a resync.
Ways teams use HubSpot with Ovoform
Lead generation forms
Qualify visitors with logic-driven questions, then pass the answers to HubSpot as contact properties your sales team can filter and sequence on.
Lead generation templatesDemo and contact requests
Capture who wants a demo and what they need. The contact and a note with the request are in HubSpot before anyone has to copy anything across.
Contact form templateWebinar registrations
Register attendees with the questions you need and create the contacts in HubSpot, ready for your follow-up and reminder emails.
Event registration templateWhat syncs, and what to know
The connection uses HubSpot's standard OAuth sign-in and its contacts, deals and contact-properties APIs. Each completed response is queued in the background after it is saved, so respondents never wait on HubSpot. If HubSpot rejects a write, Ovoform retries twice, roughly one and three minutes later, before flagging the integration. A resync sends earlier responses in batches, but when deal creation is on it processes responses one at a time and is slower.
An email address is required. A submission with no email cannot create a contact, so it fails and the integration shows an error. Two defaults are worth knowing about: if you do not map them, Ovoform sets the lifecycle stage to Lead and the lead status to New, and this applies when it updates an existing contact too. Map those properties yourself if you want to control them. Because new contacts arrive as leads, any HubSpot workflow you have that enrolls on those properties will pick them up. Ovoform does not trigger HubSpot workflows itself.
Some things are not part of the integration. Ovoform creates contacts, notes and deals, but not tickets. It does not set HubSpot's original-source properties or any consent or legal-basis properties. If you need consent on the record, add a consent question to the form and map its answer to a custom property. Dropdown and checkbox properties only accept the values defined in HubSpot, and any other value is dropped with a warning shown in the setup screen. If a mapped custom property is deleted in HubSpot, Ovoform recreates it as a text property on the next sync.
If something goes wrong, the integration shows an error status in Ovoform, and the respondent still sees your normal thank-you screen. A revoked HubSpot authorization stops syncing until you reconnect, and responses that failed to sync can be sent again with a resync.
FAQs
Frequently Asked Questions
Ovoform does not check your HubSpot plan. It connects through HubSpot's normal OAuth sign-in and uses the contacts and deals APIs, so what matters is whether your HubSpot account can authorize the connection and use those objects. On the Ovoform side, the HubSpot integration is part of the Business and Enterprise plans.
Contacts and deals, yes. Every submission creates or updates a contact and adds a note with the answers, and you can optionally create a deal in the pipeline and stage you choose. Ovoform does not create HubSpot tickets, so service requests need another route.
Yes. You can map any question to a standard or custom contact property. If a property does not exist yet, Ovoform creates it as a text property. Values that do not match a dropdown or checkbox property's options are dropped and flagged in the setup screen instead of failing the whole sync.
Ovoform does not write HubSpot's original-source properties, so HubSpot applies its own attribution rules to contacts created through the connection. If you need campaign details on the contact, ask for them as a question in the form and map the answer to a custom property.
Ovoform does not set HubSpot's consent or legal-basis properties. Add a consent or legal question to your form, map the answer to a custom contact property, and it is stored on the contact. The full submission, including the consent answer, is also added as a note.
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