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Cognito Forms
HubSpot CRM

Connect Cognito Forms and HubSpot CRM integrations

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.

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Create a custom workflow

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.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Cognito Forms
Trigger: Watch entry deleted
HubSpot CRM
Action: Select an action
1. Select a trigger

  • Triggers when an entry is deleted

  • Triggers when a new entry is submitted to your form

  • Triggers when an entry is updated.

2. Select an action

  • 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 (segment).

  • 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.

  • 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.

  • 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 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.

  • 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.

  • 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.

  • Removes records from selected list (segment).

  • 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 note.

  • 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.

  • Returns information about a specific email.

  • Returns information about a specific invoice.

  • Returns information about a specific order.

  • Returns details for an owner.

  • 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 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.

  • 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.

  • Moves a file to a different folder.

  • Uploads a new file to the file manager.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

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.

Add a Contact to a Workflow (Legacy)
Adds a contact to a specific workflow.
Action
Add Contacts to a List (Deprecated)
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Action
Add Members to a List (Segment)
Adds records to selected list (segment).
Action
Create a Call
Creates a call with the given properties and returns a copy of the object, including the ID.
Action
Create a Communication
Creates a communication with the given properties and returns a copy of the object, including the ID.
Action
Create a Company
Creates a company with the given properties and returns a copy of the object, including the ID.
Action
Create a Contact
Creates a contact with the given properties and returns a copy of the object, including the ID.
Action
Create a Custom Object Record
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Action
Create a Deal
Creates a deal with the given properties and returns a copy of the object, including the ID.
Action
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How to set up Cognito Forms and HubSpot CRM in 5 easy steps

Date

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Duration

Step 1

Log into Make

First, access your Make account by logging in.

Date

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Duration

Step 2

Add Cognito Forms Module

Next, add a Cognito Forms module to your Make scenario.

Date

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Duration

Step 3

Authorize Cognito Forms

Follow the prompts to connect and authorize your Cognito Forms account.

Date

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Duration

Step 4

Add HubSpot CRM Module

Include a HubSpot CRM module in your scenario to start the setup.

Date

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Duration

Step 5

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.

Date

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Duration

Automatic Data Sync

Automatically create HubSpot CRM contacts from new Cognito Forms entries without manual data entry.

Date

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Duration

Enhanced Efficiency

Save time and resources by streamlining the contact creation process within HubSpot CRM using automated workflows.

Date

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Duration

Improved Data Accuracy

Reduce the risk of human error by ensuring consistent and accurate data transfer between Cognito Forms and HubSpot CRM.

Date

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Duration

Centralized Contact Management

Maintain a single, up-to-date repository of contacts in HubSpot CRM with data directly sourced from Cognito Forms.

Popular Cognito Forms and HubSpot CRM workflows

Connect Cognito Forms and HubSpot CRM with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

CRM/Sales

Create HubSpot CRM contacts from Cognito Forms entries

Every time a new Cognito Forms entry is submitted, Make will automatically create a new contact in HubSpot CRM.

Create HubSpot CRM contacts from Cognito Forms entries
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

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.