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How to connect HubSpot and Youform
Create a New Scenario to Connect HubSpot and Youform
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or Youform will be your first step. To do this, click "Choose an app," find HubSpot or Youform, and select the appropriate trigger to start the scenario.
Add the HubSpot Node
Select the HubSpot node from the app selection panel on the right.
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Add the Youform Node
Next, click the plus (+) icon on the HubSpot node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the HubSpot and Youform Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the HubSpot and Youform Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring HubSpot, Youform, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the HubSpot and Youform integration works as expected. Depending on your setup, data should flow between HubSpot and Youform (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect HubSpot and Youform
Youform + HubSpot + Slack: When a new form is submitted in Youform, the information is used to update a contact in HubSpot. Then, a message is sent to a specified Slack channel to notify the sales team about the new submission and updated contact.
HubSpot + Youform + Google Sheets: When a new contact is created in HubSpot, a Youform survey is sent to the contact. Once the survey is completed, the responses are saved as a new row in a Google Sheet for analysis.
HubSpot and Youform integration alternatives
About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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About Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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FAQ HubSpot and Youform
How can I connect my HubSpot account to Youform using Latenode?
To connect your HubSpot account to Youform on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HubSpot and click on "Connect".
- Authenticate your HubSpot and Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create HubSpot contacts from Youform submissions?
Yes, with Latenode, every Youform submission can instantly create a new contact in HubSpot, eliminating manual data entry and ensuring timely follow-ups. Leverage AI for contact enrichment.
What types of tasks can I perform by integrating HubSpot with Youform?
Integrating HubSpot with Youform allows you to perform various tasks, including:
- Create or update HubSpot contacts from new Youform submissions.
- Trigger email sequences in HubSpot based on Youform response data.
- Add form submitters to specific HubSpot lists for targeted campaigns.
- Update Youform entries with information from HubSpot.
- Send internal notifications via email or Slack on new form submissions.
Can I use custom fields from HubSpot in Youform workflows?
Yes, Latenode lets you access and use custom HubSpot fields within your Youform workflows for tailored automation and personalized data handling across platforms.
Are there any limitations to the HubSpot and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by HubSpot and Youform APIs may affect high-volume workflows.
- Complex conditional logic may require JavaScript for advanced customization.
- Historical data migration between the two platforms requires separate setup.
