Connect your form to HubSpot to create and update contacts, deals, and engagements with user data. You may create multiple Hubspot actions on a single form.

What you need


HubSpot is an American software company that provides a range of software products and services designed to aid in inbound marketing, sales, and customer service. Founded in 2006 by Brian Halligan and Dharmesh Shah, HubSpot has grown to become a key player in the CRM (Customer Relationship Management) space, offering an all-in-one platform that helps businesses attract visitors, convert leads, and close customers.

The core philosophy behind HubSpot is inbound marketing — a strategy that focuses on creating quality content to pull people toward your company and product, where they naturally want to be. By aligning the content you publish with your customer’s interests, you naturally attract inbound traffic that you can then convert, close, and delight over time.

HubSpot's platform includes tools for:

  • Content Management: A powerful content management system (CMS) that enables businesses to create and manage their website content with ease, optimized for conversion and user experience.
  • Search Engine Optimization (SEO): Tools and analytics to improve website visibility in search engine results, making it easier for potential customers to find your content.
  • Social Media Marketing: Allows businesses to schedule and post updates to various social media platforms directly from HubSpot, and monitor social interactions.
  • Email Marketing: Tools for creating, personalizing, and optimizing marketing emails without needing a designer.
  • Lead Management: Helps in tracking and nurturing leads, providing insights into their behavior and enabling personalized engagement strategies.
  • Marketing Automation: Automates marketing actions or tasks to more efficiently manage repetitive tasks across channels.
  • Analytics: Provides detailed reports on the performance of marketing campaigns, website traffic, user behavior, and much more, to help make data-driven decisions.
  • Customer Service: Tools like ticketing systems, customer feedback surveys, and knowledge bases to improve customer support.
  • Sales Hub: Provides a suite of tools designed to improve the productivity and effectiveness of sales teams, including email tracking, meeting scheduling, and deal pipeline management.

HubSpot is known for its ease of use, comprehensive feature set, and strong focus on content and inbound marketing strategies. It's suitable for businesses of all sizes and industries looking to improve their online marketing and sales strategies.


Using HubSpot offers numerous benefits to businesses aiming to streamline their marketing, sales, and customer service efforts. Its integrated platform is designed to improve efficiency and effectiveness across these areas. Here are some key advantages of using HubSpot:

All-in-One Platform

  • Integration of Tools: HubSpot combines a wide range of marketing, sales, and service tools in one platform, facilitating seamless collaboration across teams and ensuring a unified approach to customer interactions.
  • Centralized Data: Having a single platform for all customer interactions and data provides a cohesive view of the customer journey, enhancing personalization and customer understanding.

Inbound Marketing Focus

  • Content Creation and Optimization: HubSpot provides robust tools for creating, managing, and optimizing content, which is central to inbound marketing strategies. This includes blogging, SEO, and social media management features.
  • Lead Generation and Management: The platform offers comprehensive tools for attracting leads through content, nurturing them with personalized campaigns, and managing them effectively through their lifecycle.

Marketing Automation

  • Efficiency and Scalability: Automation tools within HubSpot allow for the efficient management of marketing tasks, from email campaigns to social media posts, saving time and enabling scalability.
  • Personalized Customer Experiences: Automated workflows enable personalized interactions with prospects and customers based on their behaviors and preferences, improving engagement and conversion rates.

Sales Enablement

  • Streamlined Sales Processes: HubSpot’s sales tools, such as email tracking, meeting scheduling, and pipeline management, help streamline sales activities and increase productivity.
  • Enhanced Sales Insights: The platform provides valuable insights into prospect interactions and behaviors, enabling more informed sales strategies and better alignment with marketing efforts.

Customer Service

  • Improved Customer Support: With ticketing, live chat, and knowledge base functionalities, HubSpot helps businesses provide timely and effective customer support.
  • Customer Feedback and Loyalty: Tools for gathering customer feedback and measuring satisfaction help businesses improve their services and foster customer loyalty.

Analytics and Reporting

  • Data-Driven Decisions: HubSpot offers comprehensive analytics and reporting tools across marketing, sales, and service, enabling businesses to measure performance and make informed decisions.
  • ROI Measurement: The ability to track the performance of various initiatives and campaigns helps businesses understand their return on investment and adjust strategies accordingly.

Scalability and Flexibility

  • Adapts to Business Growth: HubSpot is designed to scale with businesses, offering various packages and add-ons to meet evolving needs.
  • Customization: The platform allows for significant customization to fit specific business processes and requirements, including custom reporting and integrations.

Community and Support

  • Extensive Resources: HubSpot provides a wealth of educational resources, including a comprehensive academy, blogs, and community forums, supporting continuous learning and improvement.
  • Support and Services: Users benefit from HubSpot’s strong customer support and a network of certified partners who can provide additional services and expertise.

By leveraging HubSpot, businesses can more effectively attract, engage, and delight customers, leading to improved customer acquisition, retention, and growth. However, it’s important for businesses to assess their specific needs and resources to ensure HubSpot is the right fit for their strategies and goals.


Before integrating HubSpot into your business operations, several important factors should be taken into account to ensure it aligns with your organization's needs, resources, and goals. Here’s a checklist to guide your evaluation:

Business Requirements

  • Identify Specific Needs: Understand the specific challenges and objectives your business aims to address with HubSpot, such as lead generation, customer relationship management, content management, etc.
  • Feature Utilization: Assess whether HubSpot's features match your business requirements. While HubSpot offers a comprehensive suite of tools, ensure that the ones critical to your operations are included and meet your expectations.

Integration and Compatibility

  • Existing Systems: Evaluate how well HubSpot will integrate with your current tools and systems. Consider CRM, email, social media, and any other platforms in use.
  • Data Migration: If moving from another system, consider the process and ease of migrating existing data to HubSpot to ensure continuity and data integrity.

Cost and ROI

  • Pricing Structure: Review HubSpot's pricing tiers to determine which plan fits your budget while meeting your needs. Consider the cost of add-ons or additional features not included in the base plan.
  • Return on Investment: Estimate the potential ROI from using HubSpot, considering improvements in lead conversion, sales efficiency, and customer retention against the total cost of the platform.

User Adoption and Training

  • Ease of Use: Consider the platform's user interface and ease of use for your team. A user-friendly platform can facilitate smoother adoption.
  • Training Needs: Evaluate the training and support HubSpot provides and what your team will need to effectively use the platform. Consider the availability of resources and the learning curve involved.


  • Growth Considerations: Assess whether HubSpot can scale with your business. This includes looking at higher-tier plans, additional features, and the platform's ability to handle increased volumes of data and interactions.

Customization and Flexibility

  • Customization Options: Understand the extent to which HubSpot can be customized to fit your unique business processes and workflows.
  • Flexibility: Consider whether HubSpot allows for adjustments and changes to its setup as your business evolves and as you learn more about what works best for your operations.

Security and Compliance

  • Data Security: Ensure that HubSpot’s data security measures align with your company's requirements and industry standards.
  • Compliance: If your business is subject to specific regulations (like GDPR, HIPAA, etc.), verify that HubSpot's features and data handling policies comply with those regulations.

Support and Community

  • Customer Support: Look into the level of customer support HubSpot offers, including availability, responsiveness, and the quality of assistance.
  • Community and Resources: Consider the strength and activity of HubSpot's user community, as well as the availability of educational resources and training materials.

Vendor Reputation and Stability

  • Track Record: Research HubSpot’s reputation in the industry, customer reviews, and case studies to gauge reliability and effectiveness.
  • Company Stability: Consider HubSpot’s financial stability and market position to ensure it is a secure long-term choice for your business.

Taking the time to thoroughly evaluate these factors in the context of your specific business needs will help you make an informed decision about adopting HubSpot as a solution for enhancing your marketing, sales, and service efforts.

How to set up

Navigate to the Feathery form that you want to connect to Hubspot. Click on the Integrations tab.

Open the Hubspot integration and choose the Feathery form event to trigger the Hubspot action. The two options are when someone completes your form or whenever data is received from your end user (partial submissions, data enrichment events, etc.)

Authorize and connect your Hubspot account.

Choose whether you want to create and/or update Hubspot contacts, deals, or engagements. Map your Feathery fields to the properties of the record you want to populate.

Click Connect. Your integration is now live and ready to go!

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector


This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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