Overview
The Gravity Forms HubSpot Add-On integrates your Gravity Forms with HubSpot, a leading CRM and marketing automation platform. It allows you to automatically send form submission data to HubSpot for contact management, lead tracking, and campaign workflows. See the HubSpot Add-On Documentation for setup instructions.
Gravity Flow Integration
Gravity Flow ensures that when a workflow includes a HubSpot step, the standard post-submission HubSpot feed will not execute independently of the workflow. This provides control over when HubSpot actions occur in the workflow.
Creating a HubSpot Workflow Step
To add a HubSpot step to the workflow:
- From the Form Editor screen, navigate to Settings → Workflow.
- Select Add New Step and set a Name for the step.
- Choose the HubSpot step as the Step Type.
- Select a HubSpot Feed created using the HubSpot Add-On.
- Click Update Step Settings to save the step.
HubSpot Step Settings Reference
| Setting | Description |
|---|---|
| Name | Defines the workflow step name used to identify it within the workflow. Required |
| Description | Provides a short description of what the step does. |
| Step Type | Defines this step as a HubSpot step. Required |
| Highlight | Highlight this step to emphasize it in the workflow visually. |
| Condition | Enables a condition to determine whether the step will run. |
| Schedule | Configures when this step will execute within the workflow. |
| HubSpot Feed | Selects which HubSpot feed to execute for this step. Required |
| Next Step | Defines the next step in the workflow sequence. |