Documentation

CF7 to HubSpot

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  • Created: 17 Jan, 2023
  • Update: 17 Jan, 2023

If you have any questions that are beyond the scope of this help file, Please feel free to email via Item Support Page.


Installation

Follow the steps below to install the plugin:

  1. Download Zip file from your account
  2. Go to your WordPress Dashboard > Plugins > Add New > upload plugin
  3. Upload downloaded zip file
  4. Activate the plugin
  5. You are good to go for setting up plugin settings now!

Plugin Settings

Setting up this plugin is quite simple. After Installing the plugin, Go to your contact form and click on HubSpot Tab.

Plugin Settings

General Settings

Here you can add access token to connect your Contact Form to your HubSpot.

General Settings
  • Step 1: Check on enable HubSpot to your form.
  • Step 2: Add your HubSpot access token
  • Step 3: Add your static List ID

NoteTo create access token, you can refer to this Tutorial


Assign form fields to HubSpot

Here you can assign your contact form fields to your HubSpot fields.

Assign form fields to HubSpot

Add Custom Fields

Here you can assign your contact form fields to your HubSpot custom property fields.

Custom field ac

NoteTo create custom property fields in HubSpot, please follow this tutorial

Custom field cf7
  • Step 1: Create Custom property fields in your HubSpot first.
  • Step 2: Then copy the slug of the custom field your_custom_field and paste it to left side and on right side add your contact form field slug your-message
  • Step 3: Click on Add New to add more Custom Fields.

Acceptance Checkbox

First of all you have to create a acceptance checkbox field in contact form 7.

acc checkbox

The acceptance field must be optional. And after creating acceptance field,choose this field in Form field settings.

ac checkbox

NoteThis field must be empty if you do not want a checkbox for form whether to send form data to HubSpot or not.


FAQ

A FAQ is a list of frequently asked questions (FAQs) and answers on a particular topic.

Please check your access token and List ID,if they are correct or not.

And on latest update,there is a checkbox acceptance field for GDPR Compliance. This field must choose acceptance field slug. If choose any other field then your data will not be sent.


Changelog

See what's new added, changed, fixed, improved or updated in the latest versions.

Version 1.0 (17 Jan, 2023)

Initial Release