Overview

The Form to Contacts integration automatically syncs your Google Forms submissions directly into HubSpot. By mapping your Google Form fields to HubSpot properties, you can effortlessly generate and update contacts in your CRM without any manual data entry.

Prerequisites

• A Google account with access to Google Forms.

• A HubSpot account with appropriate permissions to connect third-party apps and manage Contacts.

Step 1: Install the Add-on

1. Navigate to the Google Workspace Marketplace.

2. Click the Install button to add "Form to HubSpot Contacts" to your Google Workspace.

3. Follow the on-screen Google prompts to grant the necessary permissions for the add-on to run in your Google Forms.

Step 2: Connect to HubSpot

1. Open any Google Form where you want to capture contact information.

2. Click the Add-ons icon (the puzzle piece) at the top of the page and select Form to HubSpot Contacts.

3. In the sidebar that opens, click Connect to HubSpot.

4. You will be redirected to a secure HubSpot login page. Choose the HubSpot account you wish to connect.

5. Review the requested permissions and click Connect App to authorize the integration.

Step 3: Configuration and Field Mapping

Once connected, you need to tell the integration how to read your form data.

1. In the Google Forms sidebar for the add-on, navigate to the Mapping section.

2. Ensure your Google Form has an "Email" field, as this is required to create or update a contact in HubSpot.

3. Map your Google Form questions to their corresponding HubSpot Contact properties (e.g., map the form question "What is your first name?" to the HubSpot property "First Name").

4. Once all desired fields are mapped, click Save Configuration and toggle the sync status to ON.

Step 4: The User Journey (Testing the Sync)

To ensure everything is working:

1. Open your Google Form in "Preview" mode (the eye icon).

2. Fill out the form with test data and hit Submit.

3. Open your HubSpot account and navigate to Contacts > Contacts.

4. You will see a new contact created (or an existing contact updated) with the information you just submitted through Google Forms!

How to Uninstall

• From Google: Go to the Google Workspace Marketplace, manage your apps, and select "Uninstall" for Form to HubSpot Contacts.

• From HubSpot: Navigate to Settings > Connected Apps, locate "Form to Contacts", click "Actions", and select "Uninstall".