How to Setup HubSpot Integration

Installation

Step 1. Get your files ready!

Download the extension files from your Inbound Now Account area.

Step 2. Install files into WordPress

Install the extension into your WordPress like any other WordPress plugin.

Step 3. Access your WordPress Administration Dashboard

Navigate to the ‘Global Settings’ of the Inbound Now plugin you are wanting to extend and find the ‘Extensions’ tab.

Step 4. Populate your credentials.

Our HubSpot extension requires two special inputs:

  1. HubSpot Portal ID
  2. HubSpot API Key

Add them to your settings and save.

 

hubspot_extension_setup

 

Workflow Setup

 

Step 1. Connect Form

 

After saving your api keys access wp-admin->The Inbound Now Plugin You Are Extending->Create Forms and open/edit the Inbound Form you would like to integrate HubSpot with.

Click the checkbox to enable HubSpot integration for this form and then select which list your would like form submissions to be sent towards.

 

hubspot_extension_setup

 

Step 2. Map Your Fields!

When creating our Inbound Form Fields we need to make sure they are mapped to the correct field type so our extension knows what they are and can tell that the first name field represents the leads’ first name, and last name is set correctly to the last name field map.