Andre Working Fotor

HubSpot

Integrating Umbraco Forms with HubSpot CRM, and Umbraco CMS with HubSpot Forms

How can you store information from form posts that your website visitors submit as contacts in your CRM platform? You can make that happen by integrating Umbraco Forms with HubSpot CRM. 

Integrating Umbraco Forms with HubSpot CRM

Customizing Umbraco Forms

Umbraco Forms supports the concept of workflows - processes that run after a form is submitted to allow you to do more with the provided information than just store it in the database for subsequent review in the back-office.  Out of the box, you can configure operations like sending an email with the information or posting it to an external URL, but workflows are something you can build yourself for the specific needs of your application.

 

Working with HubSpot

Hubspot provides a wealth of services related to customer relationship management, most of which are available for integration with third-party applications via a comprehensive and well-documented API.

To work with the HubSpot API, you need an API key, which you can access first by registering for an account and can then create and copy a key via the Settings > Integrations > API Key menu available from the default dashboard.

 

Building the Custom Workflow with Umbraco Forms

You can find a complete example of how to build the custom workflow right here. The full source code is also available here on GitHub

 

Integrating Umbraco CMS with HubSpot Forms

HubSpot Forms Overview

HubSpot is an inbound marketing, sales, and service software, with the Forms component part of the Marketing Hub set of instruments for managing marketing tasks and allowing your team to dedicate time to generating inbound marketing campaigns and getting more leads.

Hubspot is a SaaS (software-as-a-service) solution designed to help businesses grow their web presence with a special emphasis on enabling marketers. The content, lead collection, and analytics are also integrated with the HubSpot CRM, making it easy for marketers to create personalized experiences for visitors and integrate those experiences with the rest of the business.

The HubSpot design system consists of building blocks that can be used to create an environment content creators can work within, with varying degrees of flexibility and guardrails depending on one’s business needs.

To address customer needs worldwide, HubSpot has announced the release of the first regional data center in the European Union. New customers can already use the EU Data Center as of July 2021, while for existing customers the data will be ready for migration in 2022. EMEA () new customers can also take advantage of the new data centers. Read more about this here.

If you want to read more about HubSpot and their hubs and platforms, additional information can be found on their official website.

 

Working with HubSpot Forms

A form is a group of fields on your website that collects contact information that your customer-facing and marketing teams can use to build deeper relationships.

HubSpot forms integrate directly with your sales, marketing, and customer service efforts to ensure that none of your customer’s valuable information gets lost, and everyone is referencing the same contact data. The information can then be used throughout the HubSpot and Umbraco ecosystems in different areas that cover your day-to-day operations. Check out how you can make it all work down to the detail right here.

  • Category: Campaign & Marketing
  • Premium: No
  • License: Free

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