Transform form submissions into actionable CRM data automatically. Connect Paxform with HubSpot to eliminate duplicate data entry, accelerate lead response times, and maintain clean, up-to-date customer records.
Build By
HubSpot
Visible On
Paxform
Pricing
Free and paid subscriptions available
Supported Languages
English, French, German, Japanese, Portuguese, Spanish
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The Paxform HubSpot integration creates a powerful connection between your data collection workflows and your CRM, enabling your sales and marketing teams to act on customer information instantly. Every form submission automatically creates or updates HubSpot records, ensuring your teams always work with the most current customer data without manual intervention.
This integration is designed for organizations that want to streamline their lead generation, customer onboarding, and service request processes. Whether you’re capturing website leads, processing customer applications, or managing support tickets, the HubSpot integration ensures that critical information flows directly into your CRM, complete with all supporting documents and custom field mappings.
- Configure Field Mapping
Map Paxform form fields to corresponding HubSpot properties. Define which form fields correspond to contact information, company details, deal properties, or custom fields. Advanced mapping supports conditional logic and data transformation.
- Set Up Triggers
Choose when data syncs to HubSpot—upon form submission, approval completion, or specific workflow stages. Configure multiple triggers to accommodate complex business processes and approval hierarchies.
- Bidirectional Sync
(Premium Feature) Enable two-way data flow to pre-populate forms with existing HubSpot data, allowing customers to review and update their information without starting from scratch.
- Automatic Record Creation
When forms are submitted, the integration automatically creates new contacts, companies, or deals in HubSpot. Duplicate detection ensures existing records are updated rather than creating redundant entries.
Sales Lead Capture
Accelerate your sales pipeline by instantly converting form submissions into qualified HubSpot leads.
- Automatically create contact records with complete lead information
- Trigger deal creation for high-value prospects
- Assign leads to sales representatives based on territory or product interest
- Attach form PDFs and supporting documents to contact records
- Initiate automated email sequences for immediate follow-up
Customer Onboarding
Streamline new customer setup by connecting onboarding forms directly to your CRM.
- Create comprehensive customer profiles with all onboarding data
- Update account status as customers progress through onboarding stages
- Store signed contracts and verification documents in HubSpot
- Trigger customer success team notifications for personalized outreach
- Track onboarding completion rates and identify bottlenecks
Event Registration
Manage event attendees by syncing registration forms with HubSpot’s event management features.
- Create or update contact records with registration details
- Segment attendees by session preferences or ticket type
- Trigger pre-event email campaigns and reminders
- Track attendance and post-event engagement
- Measure event ROI with unified registration and sales data
Service Request Management
Transform support requests into actionable HubSpot tickets with complete context.
- Automatically create support tickets from form submissions
- Populate ticket details with customer information and issue description
- Attach screenshots, logs, or supporting files to tickets
- Route tickets to appropriate service teams based on issue category
- Track resolution times and customer satisfaction
Partner Applications
Efficiently manage partnership and vendor applications through connected workflows.
- Create company records for new partnership applications
- Store application documents and compliance certificates
- Track application status through custom deal pipelines
- Automate approval workflows with stakeholder notifications
- Maintain complete partnership history in a centralized system
Survey and Feedback Collection
Capture customer feedback and automatically update contact records with sentiment data.
- Update contact properties with survey responses
- Trigger workflows based on satisfaction scores
- Create support tickets for negative feedback requiring follow-up
- Segment contacts based on product usage and preferences
- Measure customer satisfaction trends over time
Connect Paxform seamlessly with HubSpot CRM to create a unified data ecosystem that empowers your sales, marketing, and service teams with real-time, accurate customer information.
- Automatic Contact Creation: Generate new contact records from form submissions with intelligent duplicate detection
- Contact Updates: Refresh existing contact properties when customers submit updated information
- Custom Property Mapping: Map any Paxform field to standard or custom HubSpot contact properties
- Multi-Contact Forms: Create or update multiple contacts from a single form submission (ideal for family or team applications)
- Contact Association: Automatically associate contacts with companies, deals, or tickets based on form data
- Company Record Creation: Automatically generate company profiles from business-related forms
- Deal Pipeline Integration: Create deals at specific pipeline stages based on form submission type
- Deal Property Updates: Populate deal fields with form data, including monetary values and close dates
- Company-Contact Association: Link contacts to their organizations automatically using domain matching or manual selection
- Custom Pipeline Support: Configure integration to work with any custom deal pipeline
- Automatic File Upload: Attach form submissions (PDF), supporting documents, and images to HubSpot records
- Document Versioning: Track multiple submissions from the same contact with timestamp-based organization
- File Type Support: Sync any file type uploaded through Paxform to corresponding HubSpot records
- Centralized Storage: Maintain all customer documents within HubSpot for easy access and compliance
- Trigger-Based Sync: Configure data sync to occur at form submission, approval, or custom workflow stages
- Conditional Mapping: Apply different field mappings based on form type, user responses, or business rules
- HubSpot Workflow Integration: Trigger HubSpot workflows automatically when Paxform data is synced
- Email Notifications: Send automatic notifications to sales or service teams when forms are submitted
- Task Creation: Generate follow-up tasks for team members based on submission type or urgency
- Field Transformation: Convert data formats, concatenate fields, or apply calculations before syncing to HubSpot
- Picklist Mapping: Translate Paxform dropdown selections to corresponding HubSpot property values
- Date & Time Handling: Automatic timezone conversion and date format standardization
- Dynamic Field Population: Use submission data to populate multiple HubSpot fields with calculated or derived values
- Owner Assignment: Automatically assign contacts, companies, or deals to specific HubSpot users based on territory, product, or custom rules
- Pre-Fill from HubSpot: Auto-populate Paxform fields with existing contact or company data from HubSpot
- Update Detection: Identify and highlight fields where existing HubSpot data differs from form submissions
- Selective Sync: Choose which fields sync bidirectionally and which remain unidirectional
- OAuth 2.0 Authentication: Secure, token-based connection with automatic refresh handling
Permission-Based Access: Respect HubSpot user permissions when creating or updating records
Audit Trail: Complete logging of all data sync activities for compliance and troubleshooting
Data Encryption: All data transmitted between Paxform and HubSpot is encrypted in transit
- Sync Status Dashboard: Real-time visibility into integration performance and any sync failures
- Error Notifications: Immediate alerts when data fails to sync, with detailed error messages
- Sync History: Complete record of all successful and failed sync attempts
- Integration Analytics: Track volume of synced records, most-used mappings, and integration ROI
