It is very common nowadays to collect leads via forms placed in your landing page and website. Via HubSpot and Zapier you can easily create your form and stick it to ForceManager, to skip the process of inserting manually those leads into the CRM.
Whenever someone submits the form, a new account will be created on your ForceManager implementation, helping you to save your time and increase your productivity with lead capturing.
So let’s get started!
Create a custom Form in HubSpot
Follow these steps to start making your custom HubSpot form easily.
Step 1: Create form
You can follow the official HubSpot guide to see how to create one easily. Basically:
- In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
- In the upper right, click Create form.
- In the left panel, select Embedded form.
- In the upper right, click Next.
- In the left panel, select Blank template to start with a blank form, or a pre-made template to start with a form with fields for a specific use case. The form preview for a selected template will appear in the right panel.
- In the upper right, click Start.
Step 2: Add and edit forms field
- In the left panel, use the search bar to search for an existing field, or browse through your property groups.
- To create a new property and use it as a field on your form, navigate to the Create new tab.
- Select the Form field type.
- In the right panel, select your Object type, Group and add your property details. You can add Contact, Company and Custom object fields. Click Next.
- Review your property options and click Create.
- Drag and drop fields onto the form preview on the right to include them on your form. Fields can be placed above, below, or next to other fields.
Step 2: Publish your form
In the top right, click Update to take your form live and make it available.
A popup window will appear that allows you to copy the form code that can be added to any website, in fact you can embed your form on an external website or share it as a standalone page. In this example we will embed it in a WordPress website.
Let’s do it!
Add your custom Form to your website
Now we are going to publish the HubSpot form in a WordPress website, to capture the leads that will visit it.
Step 1: Install HubSpot plugin
In your WordPress admin, go in the Plugins menu item and install the HubSpot all in one plugin
Step 2: Login in HubSpot plugin
Once installed, click on the HubSpot menu item and add the credentials of your HubSpot account
Step 3: Embed your HubSpot form
Now it is time to add the HubSpot form on our website. Remember the code at the step 2 of the previous section? It is time to use it. So go back in your HubSpot account and copy the code of the form previously created.
Then create an article in WordPress, e.g. a Contact Page, and simply paste the HubSpot code into it.
Step 4: Publish your page
Now publish your page of your WordPress website to make the form available to any lead that will reach it.
Step 5: Add test entry to your form
After creating the form, you need to add at least one entry to your form for testing the connection between HubSpot Form and ForceManager. This will be required later in this tutorial.
So open your form published in your website in a new tab of your web browser. Now fill in the form and click on the Submit button to create a new entry for testing purposes.
Connect your custom form to ForceManager
Zapier allows you to create zaps to connect 2 or more apps and do an automatic task continuously. And the zap requires a trigger to perform a specific action.
In our case, the trigger is when someone submits our HubSpot form (that is a lead is created in HubSpot) and the action is to send those leads to the ForceManager account.
So go to the Zapier website and log in to your account. In case you don’t have a Zapier account, you can create one for free.
Step 1: Create the zap
To create a new zap, click on the Make a Zap! button present at the top-right corner. This will open up a new page to start the configuration wizard.
The process of creating a zap is divided into two parts. First, you need to set up HubSpot as the trigger app and then, you’ll have to configure ForceManager as the action app.
Let’s proceed to the next step to start the process!
Step 2: configure HubSpot as the trigger app
The first thing you need to do is searching for HubSpot using the Search apps… box in the App Event box. Once HubSpot is presented, click on it to go to the next step.
You’ll have to choose a trigger event now. Select the New Form Submission one.
Click on Continue.
In the next step, you’ll have to connect Zapier to your HubSpot account. To do that, click on Choose an account… dropdown menu and then on +Connect a new account button to start the process.
This will open up a popup window that will ask you to select your HubSpot Account. Choose the account you used for creating the HubSpot form.
Then click on Connect app button
Once done, click on Continue
Now you have to select the form you want to link to the Zapier integration.
So look for the HubSpot form you have previously created and select it.
Then press again on Continue.
To test the connection between the Hubspot nad Zapier, you can click on the Test trigger button. If you get a success message, then click on Continue to proceed.
In the previous step we have seen how to configuring HubSpot as the trigger app. It’s time to set up ForceManager as our action app.
Again, the first thing you need to do is searching for ForceManager using the Search apps… box in the App Event box. Once ForceManager is presented, click on it to go to the next step.
You’ll have to choose an action event now. Select the Create account one.
Click on Continue.
In the next step, you’ll have to connect Zapier to your ForceManager account. To do that, click on Choose an account… dropdown menu and then on +Connect a new account button to start the process. This will open up a popup window and will ask you to enter the API keys. If you don’t have ones, Go to settings > integrations > API key management inside the ForceManager web app to find your API keys.
Once done, click on the Yes, Continue button to give permission to Zapier to access your ForceManager account and perform different actions.
Click on Continue once you have prompted back to the Zapier zap creation webpage.
Now you have to map your form fields with those of ForceManager. Remember to fill all the ForceManager mandatory fields, in particular the Owner one.
Once you made it, click on Continue scrolling down to the bottom of the page.
Now you have to test the connection between ForceManager and Zapier, so click on the Test & Continue button. If you get a success message, then you can finally turn your zap on clicking on the Turn on Zap button. Also, you can give your Zap a name of your choice.