How to import and set up a form from Hubspot

After successfully connecting your HubSpot account and setting it up with Hubilo, you can easily import forms from HubSpot to link with your media.

Here are the steps to import a form from Hubspot to Hubilo -

Step 1:
Go to “Lead forms” tab on Media+ and click “Import a form” CTA

 

Step 2:
A modal will appear, displaying a list of all your HubSpot forms. Choose the form you wish to import and click the “Import Form” button.

 

Step 3:
The imported form will appear in your “Lead Forms” tab with a status of “Setup Pending.” Click on the form to finish the setup.


 

Step 4:
You can now edit the form title and fields. Adjust the checkboxes to include or exclude specific fields, then click “Save and Continue.”

 

Step 5:
Next, perform field mapping to connect your HubSpot fields with Hubilo fields.

 

 

Step 6:
Choose the activities you want to sync with HubSpot. You can either sync all activities or selectively toggle individual ones.

 

Step 7:
Finally, link your form to any media you wish to gate. Select the desired media and click the “Link & Publish Form” button.