Here are the steps to integrate netlify to hubspot with help of zapier.
before integration it is recommend that you logged-in to netlify and hubspot application for smoother operation.
1. Create hubspot form before integration
Create hubspot form. Marketing --> Forms
In forms page select Create form
Select form type(I have selected standalone form because we have to create custom form and we are not going to use hubspot form.) and select Next button
Select Blank form and Select Start
You can select inputs(fields) by selecting Existing properties fields or you can create your own by selecting Create new
Create form same field or you can create field by custom name Yes! you can do that because zapier lets you integrate two different fields.
After creating needed fields select update and publish.
this are the steps you have do first before integrate netlify form to hubspot
In create your own flow please follow steps mentioned in Screenshot and then click on Try it and click on Get Started on next page
Connect hubspot with zapier
Now select site(server) in which your forms are added and click Next
Now select the netlify form you want to integrate with hubspot and click Next
If zapier is not showing site or form please try with click on Refresh list button. sometime it helps a lot.
Now you are in connect hubspot account, click on create a new account and popup opens up. now select account and click on choose account. and popup closes.
Now select the hubspot account and click Next.
Now you have a selection of hubspot forms. there you can find the forms which we have created in Step 1
Now select the form which you have created recently and click Next.
Now select the fields which you have created in hubspot and click Next. some fields are default by hubspot(note:- these fields are from hubspot not from netlify. netlify comes in next section)
Now you are in mapping screen where you can map hubspot fields with netlify fields. After complete the mapping click Next.(Note:- in Netlify form there must be minimum 1 record inserted)
Now we are almost done. check for mappings and click on Send test to test mail. if mapping is wrong just go back and update the mapping. and test again. After your satisfaction just click on Next button
Finally 14. Review the integration and click on Turn on Zap button.
And That's it! Your integration is completed. now you can get get every netlify form data(live) to hubspot on every new netlify submission.
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以下是在 zapier 的帮助下将 netlify 集成到 hubspot 的步骤。
在集成之前,建议您登录 netlify 和 hubspot 应用程序,以便更顺畅地操作。
1. 集成前创建 hubspot 表单
创建 hubspot 表单。营销-->表格
在表单页面中选择创建表单
选择表单类型(我选择了独立表单,因为我们必须创建自定义表单,并且我们不会使用 hubspot 表单。)并选择下一步< /strong> 按钮
选择“空白表单”并选择“开始”
您可以通过选择现有属性字段来选择输入(字段),也可以通过选择创建来创建自己的字段新
创建表单相同字段或者您可以通过自定义创建字段名字 是的!您可以做到这一点,因为 zapier 可以让您集成两个不同的领域。
创建所需字段后,选择更新并发布。
这是将 netlify 表单集成到 hubspot 之前首先执行的步骤
2. 启动 zapier 集成
打开 Zapier 仪表板。
在创建您自己的流程时,请按照屏幕截图中提到的步骤进行操作,然后单击尝试,然后单击下一页上的开始
将 hubspot 与 zapier 连接
现在选择添加表单的站点(服务器),然后单击下一步
现在选择您想要与 hubspot 集成的 netlify 表单,然后单击“下一步”
如果 zapier 未显示网站或表单,请尝试单击刷新列表按钮。有时它会很有帮助。
现在您已连接 hubspot 帐户,点击创建新帐户,然后弹出窗口打开。现在选择帐户并单击选择帐户。并关闭弹出窗口。
现在选择 hubspot 帐户,然后单击下一步。
现在您可以选择 hubspot 表单。您可以在那里找到我们在步骤 1 中创建的表单
现在选择您最近创建的表单并单击下一步。
现在选择您在 hubspot 中创建的字段,然后单击“下一步”。一些字段是 hubspot 默认的(注意:-这些字段来自 hubspot,而不是来自 netlify。netlify 将在下一节中介绍)
现在您位于地图屏幕中您可以将 hubspot 字段与 netlify 字段映射。完成映射后,单击“下一步”。(注意:-在Netlify表单中必须插入至少1条记录)
现在我们快完成了。检查映射并单击发送测试以测试邮件。如果映射错误,只需返回并更新映射。并再次测试。满意后,只需单击下一步按钮
终于
14. 检查集成并单击打开 Zap 按钮。
就是这样! 您的集成已完成。现在,您可以在每个新的 netlify 提交中将每个 netlify 表单数据(实时)发送到 hubspot。
Here are the steps to integrate netlify to hubspot with help of zapier.
before integration it is recommend that you logged-in to netlify and hubspot application for smoother operation.
1. Create hubspot form before integration
Create hubspot form. Marketing --> Forms
In forms page select Create form
Select form type(I have selected standalone form because we have to create custom form and we are not going to use hubspot form.) and select Next button
Select Blank form and Select Start
You can select inputs(fields) by selecting Existing properties fields or you can create your own by selecting Create new
Create form same field or you can create field by custom name Yes! you can do that because zapier lets you integrate two different fields.
After creating needed fields select update and publish.
this are the steps you have do first before integrate netlify form to hubspot
2. Start zapier integration
Open Zapier dashboard.
In create your own flow please follow steps mentioned in Screenshot and then click on Try it and click on Get Started on next page
Connect hubspot with zapier
Now select site(server) in which your forms are added and click Next
Now select the netlify form you want to integrate with hubspot and click Next
If zapier is not showing site or form please try with click on Refresh list button. sometime it helps a lot.
Now you are in connect hubspot account, click on create a new account and popup opens up. now select account and click on choose account. and popup closes.
Now select the hubspot account and click Next.
Now you have a selection of hubspot forms. there you can find the forms which we have created in Step 1
Now select the form which you have created recently and click Next.
Now select the fields which you have created in hubspot and click Next. some fields are default by hubspot(note:- these fields are from hubspot not from netlify. netlify comes in next section)
Now you are in mapping screen where you can map hubspot fields with netlify fields. After complete the mapping click Next.(Note:- in Netlify form there must be minimum 1 record inserted)
Now we are almost done. check for mappings and click on Send test to test mail. if mapping is wrong just go back and update the mapping. and test again. After your satisfaction just click on Next button
Finally
14. Review the integration and click on Turn on Zap button.
And That's it! Your integration is completed. now you can get get every netlify form data(live) to hubspot on every new netlify submission.