Available on: Gold, Platinum plans
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">
<input type="text" name="_name" placeholder="Your full name">
Set contacts phone. Not required.
<input type="tel" name="_phone" placeholder="Phone">
Set contacts website. Not required.
<input type="url" name="_website" placeholder="https://example.com">
Set contacts company. It will create a new company if not exists and bind to your contact. Not required.
<input type="text" name="_company">
Set contacts address information. Not required.
<input type="text" name="_address">
Set contacts city address. Not required.
<input type="text" name="_city">
Set contacts state address. Not required.
<input type="text" name="_state">
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
In Progress: These are leads that negotiations are already in progress.
Attempted to Contact:Connected: These are leads that you have made first contact but you've not opened a deal with them.
Life Cycle Stages Options
Marketing Qualified Lead:
Sales Qualified Lead:
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.