HubSpot

The Ninja Forms HubSpot add-on needs to be installed and activated to see the features mentioned in this documentation.

Installation

After you have downloaded the Ninja Forms for HubSpot plugin, install the plugin via WordPress’s plugin installer. Once installed, be sure to activate the plugin.

Authenticating with HubSpot

In order to successfully use the Ninja Forms for HubSpot plugin, you need to authenticate with HubSpot using your HubSpot login.

1. From the Ninja Forms menu, select Settings.
2. Scroll down to the HubSpot section and click on the OAuth Connection Connect button
3. Choose the appropriate HubSpot account you would like to connect to Ninja Forms
4. Click on the Retrieve HubSpot Fields button

Enter your plugin license

1. From Ninja Forms menu, click Settings.
2. Click on the Licenses tab and enter the license key that you received when you purchased this plugin — alternatively, you may visit your Ninja Forms Dashboard and head over to the License Keys section of your account.

Adding a HubSpot Action to Your Form

Under Ninja Forms, click Add New to create a new form — or if you already have a form you can click on Dashboard from the Ninja Forms Menu.

1. Once you’re inside the form builder, click Emails & Actions from the top.
2. Click the plus icon in the lower right to add an Action.
3. Under the Installed section, choose,  Add to HubSpot.
4. After choosing the HubSpot option, you will see groups of your HubSpot fields, namely Contacts, Companies, Deals, and Tickets.  The Contact Lists functionality is unavailable. 
   
       
5. To map fields from your Ninja Forms to your HubSpot fields, you’ll need to click the merge tag icon on each field where you wish to create a mapping.
   

Required fields in HubSpot

Some fields are required in HubSpot to generate a new contact, a new company, a new deal, or a new ticket.

• • For Contacts: Email (a valid email address)
  • For Companies: Company domain name.
  • For Deals: Deal name, pipeline (predefined, it’s called Sales Pipeline), deal stage (predefined, listed below)
    • Deal stage: Appointment scheduled, Qualified to buy, Presentation scheduled, Decision Maker Bought-In, Contract Sent, Closed won, Closed lost.

• For Tickets: Ticket name, Pipeline (predefined as Support Pipeline), and Ticket status (predefined, listed below)
  • The Pipeline must be mapped to the ID# of the Pipeline in HubSpot.  For the “Support Pipeline”, set this to “0” within your “Add to HubSpot” Action.
  • The Ticket Status must also be mapped to the ID# of a Status.  The IDs are as follows:
    • New – ID=1
    • Waiting on contact – ID=2
    • Waiting on us -ID=3
    • Closed – ID=4

If you have all the required fields filled in, HubSpot will also establish a connection between the submitted deal or ticket with the submitted contact or company.

How to know if it’s working properly

Sometimes you missed one or two required fields, and the deal or the ticket can’t be created in HubSpot. There’s an easy way to check it.

1. Publish your form, then go to preview, and fill out the form in the preview mode.
2. Then go to Ninja Forms menu > Submissions. There, you will see lists of submission(s) of your form. Click Edit.
   
3. On the right side, you’ll find the HubSpot Response tab, which will show you the status of your contacts, companies, deals, or tickets. It will let you know if it’s successful, or rejected, or if there’s an error.

That’s it, you’re done! When a user submits a form, their data will now be sent to your HubSpot account and their contact, company, deal, or ticket will be generated.