Use HubSpot to create leads and contacts

Available on: Gold, Platinum plans

HubSpot is an inbound marketing and sales product that helps companies attract visitors, convert leads, and close customers. HubSpot offers a full stack of software for marketing, sales, and customer service, with a completely free CRM at its core.

When you connect your form to HubSpot, each submission will create a new contact in your CRM. Also you'll be able to set the Lead Status and Life Cycle Stage.

 

Form Setup

Before using the HubSpot plugin you must create a form to collect new submissions. Any HTML form will work. Additionally, you can use the following special named inputs.

name="_replyto" or name="email" (Required)

Adding an input named "_replyto", or alternatively "email", a costumer will be created on your HubSpot account. If you already have a customer registered with this email, its info will be updated.

<input name="_replyto" type="email" />

 

name="_name" or name="name"

Adding an input named "_name" or "name", or using "_fname" and "_lname" inputs, will set the contacts name.

<input type="text" name="_fname" placeholder="Your first name">
<input type="text" name="_lname" placeholder="Your last name">

 or

<input type="text" name="_name" placeholder="Your full name">

 

name="_phone"

Set contacts phone. Not required.

<input type="tel" name="_phone" placeholder="Phone">

 

name="_website"

Set contacts website. Not required.

<input type="url" name="_website" placeholder="https://example.com">

 

name="_company"

Set contacts company. It will create a new company if not exists and bind to your contact. Not required.

<input type="text" name="_company">

 

name="_address"

Set contacts address information. Not required.

<input type="text" name="_address">

 

name="_city"

Set contacts city address. Not required.

<input type="text" name="_city">

 

name="_state"

Set contacts state address. Not required.

<input type="text" name="_state">

 

name="_zip"

Set contacts zip. Not required.

<input type="text" name="_zip">

 

Connecting to HubSpot

Once you've created and configured a form that and has an input named "_replyto" or "email", you can connect to HubSpot using the HubSpot Plugin.

From the plugins tab of your form, click the HubSpot Plugin button.

 Then click connect.

You'll be redirected to sign in using your HubSpot login. Once you've signed in, choose which account you want to connect for this selected form. You'll be requested for integration permissions about user and account information and read/write to you Contacts. Grant this access.

After that, you'll be prompted to configure Hubspot settings.

As default your contacts will be created with Lead Status New and Life Cycle Stage None.

Lead Status Options

New: These are leads you have not yet reached out to.

Open: These are leads that have expressed interest in buying your product or service but you have not made contact yet.

In Progress: These are leads that negotiations are already in progress.

Open Deal: These are leads that have expressed interest in buying your product or service. You've already opened a deal with them.

Attempted to Contact: These are leads you have tried to reach out to but haven't been able to successfully connect with yet.

Connected: These are leads that you have made first contact but you've not opened a deal with them.

 

Life Cycle Stages Options

Subscriber: contacts who know of your business and have opted in to hear more from your team. This are likely visitors that have signed up for your blog or newsletter.

Lead: contacts who know of your business and have opted in to hear more from your team. This are likely visitors that have signed up for your blog or newsletter.

Marketing Qualified Lead: contacts who have engaged with the team's marketing efforts, but are still not ready to receive a sales call. An example of a MQL is a contact who respond to a specific form in a marketing campaign.

Sales Qualified Lead: contacts who have indicated through their actions that they are ready for a direct sales follow up. An example of a SQL is a contact who submits a question about your product through a contact form.

Opportunity: contacts who are real sales opportunities.

Customer: contacts with closed deals.

Other: a wildcard stage that can be used when a contact does not fit any of the above stages.

 

To know more about differences between Lead Status and Life Cycle Stage read this HubSpot Article.

To finish HubSpot setup select which stage and status fit better with your case and click connect to enable HubSpot plugin.

In the future if you'd like to change the lead status/life cycle stage or disable the plugin entirely, you can do so by clicking on the HubSpot button again to adjust its settings.