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HubSpot CRM
Cognito Forms

Connect HubSpot CRM and Cognito Forms integrations

Experience seamless automation with HubSpot CRM and Cognito Forms. Enhance efficiency and real-time updates with effortless data entry and improved accuracy.

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Create a custom workflow

Effortlessly synchronize your data by integrating HubSpot CRM and Cognito Forms with Make, ensuring your team has real-time information to streamline lead management and enhance customer interactions.

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.

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

  • Triggers when a new company is created.

  • Triggers when a contact is created, deleted, merged, restored, association changed, or deleted for privacy.

  • Triggers when a new contact is created.

  • Triggers when a new contact is added to a list (only for users with the paid Marketing account). This module will be deprecated on September 30th 2025.

  • Triggers when a CRM object is created/updated.

  • Triggers when a new deal is created.

  • Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

  • Triggers when a new file is stored in file manager.

  • Triggers when a new member is added to selected list.

  • Triggers when a new notification about changes is sent. 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. You can have only one webhook URL per developer application. You can create more subscriptions for this one webhook.

  • Triggers when data is submitted from a given form.

  • Triggers when a new email timeline subscription added for the portal.

  • Triggers when a new ticket is created.

2. Select an action

  • Creates a new entry.

  • Deletes an entry.

  • Gets the current status of an import and returns the number of successful and unsuccessful entries.

  • Import form entries from CSV or Excel files. Supports creating new entries, updating existing entries, or syncing entries.

  • Set a form's availability.

  • Updates an entry.

  • Upload a file to be used with an entry.

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 Cognito Forms and HubSpot CRM with the Make platform. By leveraging this integration, you can effortlessly synchronize data, such as using Cognito Forms as a trigger to capture changes or updates in your CRM records and then performing actions like creating or updating form submissions in HubSpot CRM. This seamless flow of information ensures that your team always has the most up-to-date information at their fingertips, streamlining lead management and improving customer interactions. Experience the simplicity and effectiveness of Make's capabilities to take your process automation to the next level!

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 HubSpot CRM and Cognito Forms in 5 easy steps

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Duration

Step 1

Log in to Make

Start by logging into your Make account.

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Duration

Step 2

Connect HubSpot CRM

Add a HubSpot CRM module in your scenario and create a connection by logging in.

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Duration

Step 3

Connect Cognito Forms

Add a Cognito Forms module in your scenario and create a connection by logging in.

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Duration

Step 4

Authorize Access

Authorize Make to access your data from both HubSpot CRM and Cognito Forms.

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Duration

Step 5

Register and Save the Webhook

Add a new webhook for instant triggers and save the configuration.

Streamline Workflows with HubSpot CRM and Cognito Forms Automated Integration

Integrating HubSpot CRM with Cognito Forms using Make enhances your workflow efficiency by automating data entry, providing real-time updates, and ensuring data accuracy.

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Automated Data Entry

Eliminates manual entry by automatically creating HubSpot contacts from Cognito Forms submissions.

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Duration

Enhanced Workflow Efficiency

Streamlines workflows, reducing the time spent on transferring data between forms and CRM.

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Duration

Real-Time Updates

Ensure that your HubSpot CRM is always up-to-date with the latest entries from Cognito Forms.

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Improved Accuracy

Minimizes human errors by automating the contact creation process.

Popular HubSpot CRM and Cognito Forms workflows

Connect HubSpot CRM and Cognito Forms 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 HubSpot CRM with Make allows you to automate complete workflows, providing efficiency and saving time. You can use one of the 20 ready-to-use integrations or create custom workflows to tailor the automation to your specific business needs, ensuring seamless communication and data transfer between HubSpot CRM and other applications.

Using Make, you can easily connect Cognito Forms to popular applications like SalesForce, MailChimp, Google Sheets, and Streak. This enables automated data collection and sharing, streamlining processes like lead management, email marketing, data analysis, and CRM management.

Make offers advanced automation capabilities that allow you to create custom workflows involving HubSpot CRM without any coding. You can automate tasks such as lead nurturing, contact management, and sales follow-ups by integrating HubSpot CRM with a variety of other tools, enhancing your productivity and sales efficiency.

While integrating applications can sometimes be complex, Make provides a user-friendly interface and a wide range of pre-built templates to simplify the process. Additionally, Make offers comprehensive support and documentation to help you troubleshoot and overcome any integration challenges, ensuring a smooth and efficient setup.