How to Integrate Contact Form 7 with HubSpot

Contact Form 7 is one of the most popular WordPress plugins for creating forms, while HubSpot is a leading CRM platform that helps businesses manage relationships with their leads and customers. Integrating Contact Form 7 with HubSpot can help streamline your lead capture process by automatically sending form submissions to your HubSpot account. This integration ensures that all your leads are managed effectively in one place, enabling better communication and follow-ups.

Why Integrate Contact Form 7 with HubSpot?

Integrating Contact Form 7 with HubSpot offers several benefits:

• Automated Lead Management: Automatically send form submissions to your HubSpot CRM, saving time and reducing the risk of manual data entry errors.
• Better Communication: Keep track of all leads and follow-ups within HubSpot, ensuring you can provide better customer service.
• Segmentation: Use HubSpot’s advanced segmentation and marketing tools to nurture leads based on the data submitted through your forms.
• Streamlined Marketing: Integrate form data directly into HubSpot’s email campaigns, workflows, and other marketing automation tools.

Method 1: Using the HubSpot for WordPress Plugin

The easiest way to integrate Contact Form 7 with HubSpot is by using the HubSpot for WordPress plugin. This plugin connects your WordPress site with HubSpot, enabling seamless integration between your forms and the HubSpot CRM.

Step 1: Install and Activate the HubSpot for WordPress Plugin

1. Go to your WordPress dashboard.
2. Navigate to Plugins > Add New.
3. Search for HubSpot and click Install Now.
4. After installation, click Activate.

Step 2: Connect HubSpot to Your WordPress Site

1. Once activated, go to HubSpot > Settings in your WordPress dashboard.
2. You’ll be prompted to log into your HubSpot account or create one if you don’t already have an account.
3. Follow the on-screen instructions to connect your WordPress site to your HubSpot CRM.

Step 3: Enable Form Tracking

The HubSpot for WordPress plugin allows you to track all forms on your website, including those created with Contact Form 7.

1. Go to HubSpot > Settings.
2. Click on the Tracking & Analytics tab and enable form tracking.
3. HubSpot will now automatically capture submissions from all forms, including Contact Form 7.

Step 4: Map Contact Form 7 Fields to HubSpot Properties

1. Go to HubSpot > Forms in your HubSpot account.
2. Choose the form you want to map or create a new one.
3. In the form editor, you can map the form fields to HubSpot properties (e.g., Name, Email, Phone Number, etc.).
4. Save your settings.

Now, whenever someone submits a form on your website, their information will automatically be sent to HubSpot.

Method 2: Using a Third-Party Plugin (e.g., WPForms or Contact Form 7 HubSpot Integration Plugin)

If you prefer more advanced control over the integration or need a more specific feature, you can use a third-party plugin designed to integrate Contact Form 7 with HubSpot. One such plugin is the Contact Form 7 HubSpot Integration plugin.

Step 1: Install and Activate the Contact Form 7 HubSpot Integration Plugin

1. Go to Plugins > Add New in your WordPress dashboard.
2. Search for Contact Form 7 HubSpot Integration and click Install Now.
3. After installation, click Activate.

Step 2: Configure the Plugin

1. Once activated, go to Settings > HubSpot Integration.
2. You’ll need to enter your HubSpot API key to establish the connection. You can get this key from your HubSpot account:
   • In HubSpot, go to Account Settings > Integrations > API Key.
   • Click Create Key to generate a new API key and copy it.
3. Paste the API key into the plugin settings in WordPress.

Step 3: Map Contact Form 7 Fields to HubSpot Fields

1. After connecting the plugin to HubSpot, go to the settings for each Contact Form 7 form.
2. Under the form settings, you will see an option to map your form fields to HubSpot properties.
3. Map fields like Name, Email, Message, and any custom fields to their corresponding properties in HubSpot.
4. Save your settings.

Now, when someone submits a form, the data will be automatically sent to your HubSpot account, allowing you to manage it within the CRM.

Method 3: Manually Sending Form Data to HubSpot Using Webhooks

If you prefer not to use plugins, you can manually send data from Contact Form 7 to HubSpot using a webhook. This requires more technical knowledge but offers full control over the data sent to HubSpot.

Step 1: Create a Webhook in HubSpot

1. In your HubSpot account, go to Account Settings > Integrations > API Key to generate an API key if you don’t already have one.
2. Go to Automation > Workflows in HubSpot and create a new workflow for form submissions.
3. In the workflow, use the Webhook action to send form data to HubSpot.

Step 2: Add the Webhook to Your Contact Form 7

1. Go to the form editor in Contact Form 7 and open the form you want to integrate.
2. In the Additional Settings section, you’ll need to add the following code to send the form data to the HubSpot webhook:

on_sent_ok: "location.href = 'https://api.hubapi.com/your-webhook-url?email=[your-email]&firstname=[your-name]&message=[your-message]';"

Make sure to replace the placeholder URL (your-webhook-url) with the actual webhook URL from HubSpot. Also, replace the form field names (your-email, your-name, your-message) with the actual field names used in your Contact Form 7 form.

Step 3: Test the Webhook

Once the webhook is set up, test the form by submitting data. Check your HubSpot account to see if the form data is successfully captured and stored.

FAQ: Common Questions About HubSpot and Contact Form 7 Integration

How can I map custom form fields to HubSpot properties?

In both plugin methods, you can map custom form fields to HubSpot properties by creating custom fields in HubSpot and then linking them with the corresponding fields in Contact Form 7. This is particularly useful if you’re capturing data such as job titles, product interests, or other unique information.

Can I automate email marketing using HubSpot with Contact Form 7?

Yes! Once form submissions are captured in HubSpot, you can use HubSpot’s marketing tools to automate email campaigns. You can set up workflows that trigger welcome emails, promotional messages, or follow-up emails based on the data submitted through your Contact Form 7 forms.

Does the integration work with multiple forms on the same website?

Yes, the integration will work with multiple Contact Form 7 forms on the same website. Simply map each form’s fields to the corresponding HubSpot properties, and the data will be sent accordingly.

How secure is sending form data to HubSpot?

Sending data to HubSpot is secure, as long as you are using SSL (HTTPS) for your website and the data is being sent via the HubSpot API. HubSpot uses encryption and secure APIs to protect your data.

Can I integrate Contact Form 7 with other CRMs besides HubSpot?

Yes, Contact Form 7 can be integrated with a wide range of CRMs and marketing tools, including Salesforce, Mailchimp, and Zoho CRM, using plugins or custom code. The integration process for each CRM is similar, typically requiring an API key or third-party plugin.

Conclusion

Integrating Contact Form 7 with HubSpot is a great way to streamline your lead generation and customer relationship management. Whether you prefer using a plugin like HubSpot for WordPress, a dedicated Contact Form 7 HubSpot Integration plugin, or a custom webhook, you can automate the flow of data from your forms directly into your HubSpot CRM.

By following the steps outlined in this guide, you’ll ensure that your leads are captured efficiently and that your CRM is always up to date, enabling better marketing and customer service.

Need Expert Help with HubSpot Integration?

If you need help setting up HubSpot integration with Contact Form 7 or customizing your forms, our certified WordPress experts are here to help.