Connect Cognito Forms and HubSpot CRM integrations
Effortlessly sync your customer data by integrating Cognito Forms and HubSpot CRM with Make, waving goodbye to manual entries and hello to streamlined, automated operations. Revolutionize your business processes and harness the power of seamless automation today.
Triggers when an entry is deleted
Triggers when a new entry is submitted to your form
Triggers when an entry is updated.
Adds a contact to a specific workflow.
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Adds records to selected list.
Creates a call with the given properties and returns a copy of the object, including the ID.
Creates a communication with the given properties and returns a copy of the object, including the ID.
Creates a company with the given properties and returns a copy of the object, including the ID.
Creates a contact with the given properties and returns a copy of the object, including the ID.
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Creates a deal with the given properties and returns a copy of the object, including the ID.
Creates a folder.
Creates a line item with the given properties and returns a copy of the object, including the ID.
Creates a meeting with the given properties and returns a copy of the object, including the ID.
Associates two CRM objects.
Creates an email with the given properties and returns a copy of the object, including the ID.
Creates an engagement (a note, task, or activity) on an object in HubSpot. Engagements are any interaction with a contact that should be logged inside of the CRM.
Creates an order with the given properties and returns a copy of the object, including the ID.
Creates a note with the given properties and returns a copy of the object, including the ID.
Creates a product with the given properties and returns a copy of the object, including the ID.
Creates a new quote.
Creates a task with the given properties and returns a copy of the object, including the ID.
Creates a ticket.
Creates or updates a timeline event. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.
Creates a new contact if the specified email address in the properties does not exist; otherwise, updates the existing contact.
Moves a call to the recycling bin.
Moves a communication to the recycling bin.
Moves a company to the recycling bin.
Moves a contact to the recycling bin.
Moves a custom object to the recycling bin.
Moves a deal to the recycling bin.
Permanently deletes a file and all related data and thumbnails from file manager.
Marks a folder as deleted.
Moves a line item to the recycling bin.
Moves a meeting to the recycling bin.
Deletes an association between two CRM objects.
Moves an email to the recycling bin.
Deletes an engagement (a task or activity) on an object in HubSpot.
Moves an order to the recycling bin.
Moves a note to the recycling bin.
Moves a product to the recycling bin.
Deletes quote by its ID.
Moves a task to the recycling bin.
Deletes an existing ticket.
Removes records from selected list.
Returns information about a specific call.
Returns information about a specific communication.
Returns information about a specific company.
Returns information about a specific contact.
Returns information about a specific custom object.
Returns information about a specific deal.
For a given file ID, return the file associated with that ID.
Returns information about a specific line item.
Returns information about a specific meeting.
Returns information about a specific email.
Returns information about a specific invoice.
Returns information about a specific order.
Returns information about a specific note.
Returns details for an owner.
Returns information about a specific product.
Gets a quote by its ID.
Gets metadata for a specific record property by its (internal) name.
Returns information about a specific task.
Gets a specific ticket by its ID.
Performs an arbitrary authorized API call to manage data in Hubspot CRM.
Merges contacts
Removes a contact from a contact list. This module will be deprecated on September 30th 2025.
Removes a contact from a workflow.
Sends form submission data to HubSpot.
Subscribes a contact to the given subscription emails.
Unsubscribes a contact from the given subscription emails. Note that you cannot subscribe the contact to the same email address again.
Updates call's properties by their ID. Returns updated properties in the response.
Updates communication's properties by their ID. Returns updated properties in the response.
Updates company's properties by its ID. Returns updated properties in the response.
Updates contact's properties by their ID. Returns updated properties in the response.
Updates custom object's properties by its ID. Returns updated properties in the response.
Updates a specific deal by its ID. Returns updated properties in the response.
Updates line item's properties by their ID. Returns updated properties in the response.
Updates meeting's properties by their ID. Returns updated properties in the response.
Updates email's properties by their ID. Returns updated properties in the response.
Updates order's properties by their ID. Returns updated properties in the response.
Updates note's properties by their ID. Returns updated properties in the response.
Updates product's properties by their ID. Returns updated properties in the response.
Updates quote by its ID.
Updates task's properties by their ID. Returns updated properties in the response.
Updates an existing ticket by its ID.
Moves a file to a different folder.
Uploads a new file to the file manager.
Returns the IDs of CRM objects associated with a given object, based on the specified association type.
Returns all contacts that have been created in the portal. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID. This module will be deprecated on September 30th 2025.
Returns all deal/ticket pipelines for a given portal.
Retrieves a list of files stored in file manager.
Retrieves a list of forms for a given portal.
Returns all of the owners that exist inside of HubSpot.
Retrieves a list of all timeline event types for a specific application. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.
Lists calls based on the provided filters or a search query.
Lists communications based on the provided filters or a search query.
Lists companies based on the provided filters or a search query.
Retrieves a list of contacts using the search query.
Searches for CRM objects (contacts, companies, deals, products, tickets, line items) by custom properties or by the query. To search for products or line items use a special connection with a required custom scope, e-commerce.
Lists deals based on the provided filters or a search query.
Lists emails based on the provided filters or a search query.
Lists invoices based on the provided filters or a search query.
Lists line items on the provided filters or a search query.
Lists meetings based on the provided filters or a search query.
Lists notes based on the provided filters or a search query.
Lists orders based on the provided filters or a search query.
Lists products based on the provided filters or a search query.
Lists quotes by search criteria.
Lists tasks based on the provided filters or a search query.
Retrieves a list of tickets.
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Build your Cognito Forms and HubSpot CRM integrations.
Unlock the full potential of your business operations by integrating HubSpot CRM as a trigger and Cognito Forms as an action using the Make platform. With Make, you can automatically transfer form submissions from HubSpot CRM to Cognito Forms, synchronizing customer data effortlessly. Say goodbye to manual data entry and hello to streamlined operations by leveraging Make’s user-friendly interface to design and automate this workflow with ease. Revolutionize your business processes and experience the benefits of integrating HubSpot CRM and Cognito Forms today.
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Adds records to selected list.
Adds a contact to a specific workflow.
Creates a call with the given properties and returns a copy of the object, including the ID.
Creates a communication with the given properties and returns a copy of the object, including the ID.
Creates a company with the given properties and returns a copy of the object, including the ID.
Creates a contact with the given properties and returns a copy of the object, including the ID.
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Creates a deal with the given properties and returns a copy of the object, including the ID.
Popular Cognito Forms and HubSpot CRM workflows.
Discover the power of automatic data sync between Cognito Forms and HubSpot CRM for enhanced efficiency, improved data accuracy, and scalable automation. Centralize contact management and eliminate manual data entry with streamlined workflows.
How to setup Cognito Forms and HubSpot CRM in 5 easy steps
Log into Make
First, access your Make account by logging in.
Add Cognito Forms Module
Next, add a Cognito Forms module to your Make scenario.
Authorize Cognito Forms
Follow the prompts to connect and authorize your Cognito Forms account.
Add HubSpot CRM Module
Include a HubSpot CRM module in your scenario to start the setup.
Authorize HubSpot CRM
Complete the process by authorizing your HubSpot CRM account to connect it with Make.
Maximize Efficiency and Accuracy with Cognito Forms and HubSpot CRM Integration
Integrate Cognito Forms with HubSpot CRM to automate contact creation, enhance efficiency, and ensure accurate and centralized data management, while scaling operations effortlessly.
Automatically create HubSpot CRM contacts from new Cognito Forms entries without manual data entry.
Save time and resources by streamlining the contact creation process within HubSpot CRM using automated workflows.
Reduce the risk of human error by ensuring consistent and accurate data transfer between Cognito Forms and HubSpot CRM.
Maintain a single, up-to-date repository of contacts in HubSpot CRM with data directly sourced from Cognito Forms.
FAQ
Integrating Cognito Forms with other apps like SalesForce, MailChimp, Google Sheets, and Streak using Make allows you to automate and streamline your workflows. You can easily collect form data and automatically send it to these applications for further processing, saving time and reducing manual data entry errors.
By integrating HubSpot CRM with Make, you can automate entire workflows, minimizing manual tasks and ensuring data consistency. With over 20 ready-to-use integrations or the option to create your own, you can seamlessly connect HubSpot CRM with other tools and streamline processes like lead management, email marketing, and customer follow-ups.
While Make provides powerful integration capabilities, some initial setup might be required to map data correctly and ensure workflows match your exact requirements. However, Make offers a user-friendly interface and support resources to help you overcome these challenges quickly.
Integrating both Cognito Forms and HubSpot CRM using Make enables you to create comprehensive, automated workflows that span from data collection to customer relationship management. This integration allows you to dynamically update your CRM with fresh form data, automate follow-up communications, and maintain a cohesive and up-to-date customer database, all within a single platform.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
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