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FAQ -> Hubspot Integration -> Connecting a Form to Hubspot
Connecting a Form to Hubspot
The Hubspot integration allows you to instantly send leads from your registration form to your Hubspot CRM. The leads collected during registration will automatically appear in your Hubspot list, and their profiles will include all the information (email, phone number, company, etc.) you gathered with the help of your registration form.
1. Once LiveWebinar and Hubspot are connected, you can add your registration form to Hubspot’s CRM. Next, go to “Contacts” and select “Lists”.
2. If there is no existing list, click on “Create list”.
3. Give your list a name, and then select “Contact based” or “Company based”, depending on the type of leads you want to collect. Then, select “Active list”, and click “Next”.
4. Add at least one filter and select “Save list”. (In this case, we selected “Contact Properties” “Contact Information” “Email” “Is known”).
5. Go back to LiveWebinar. Create a room and create a new registration form.
When creating a new event in LiveWebinar, add a registration form.
The general procedure is as follows: First, you need to create an event, then design a registration form attached to it, and once it’s done, you need to configure the integration to that form. This is how you do it step by step:
To attach a form to a specific event, go to the "Registration" tab in the upper menu panel of the chosen event and choose: “Design new form”.
When creating a form, remember that you need an “email” field in your form to save attendee data to the selected marketing automation tools.
You can also select one of the existing forms to configure the integration.
Then click “Manage” and you will be transferred directly to the chosen form.
On the top bar with the form settings, select “Marketing automation”.
Enable the option with the switch and click on “Add next integration”.
Select Hubspot as your provider.
You also need to do the mapping.
Data mapping is the process of matching fields from one database to another.
We extract the data from the first system, we modify it, and then we send it to the other system.
Choose the list where you want to send the contacts collected during the webinar.
Match the fields if needed. Click the Save button to finalize your settings.
In this example, we’ll collect information such as first and last name an e-mail. Make sure when creating your registration form that the placeholder and field type correspond with each other, as in the screenshot.
Once you click the “Update” button, you will be able to test the integration from the user’s side. All you need to do is copy the attendee link to the event, paste and open it in an incognito tab in your browser. The information from the form should appear in Hubspot’s CRM list.