Integrating Contact Forms with Hubspot

This article shows you how to integrate a Sinorbis contact form with your Hubspot account.

Integration means moving data from one platform to another. The data you collect via the Sinorbis contact form is automatically transferred to your Hubspot account. With a copy of your data on Hubspot, you can access a variety of lead management and marketing tools.

To integrate your Sinorbis contact form and Hubspot account, you first need to complete four tasks:

1. Integrating your Sinorbis account with Hubspot
2. Create a contact form on Sinorbis.
3. Create a Hubspot account.
4. Create a form on Hubspot.

1  Opening the Sinorbis forms page

Begin the integration process by opening the Forms page on your Sinorbis site. Go to ENGAGE > Forms. The Forms page displays.

2  Preparing forms for integration

Integrating forms is a two-step process. The first step is to establish a link between Sinorbis and Hubspot. This step requires no special skill.

After completing this step for the first time, you may be able to skip Step 2 and proceed directly to Step 3 when integrating other forms with Hubspot.

1. Hover the mouse pointer on the contact form you want to integrate with Hubspot. The Integrations button displays.
2. Click the Integrations button. A popup box displays.
3. Select Hubspot. A new window displays.

3  Integrating a form with Hubspot

The second step is to integrate a Sinorbis contact form with your Hubspot form.

Scroll through the list and select a form.

The mapping popup box displays. A typical mapping popup box is displayed below:

• On the left side, you see the data fields on the Sinorbis contact form.
• On the right, you see three drop-down menu boxes. These boxes contain link options to the Hubspot form.

4  Mapping the data fields

Mapping is a simple but important process. It is similar to connecting the dots on a piece of paper. Mapping tells the computer system to connect one data field on your Sinorbis contact form with one data field on your HubSpot form. Mapping copies and moves data from the Sinorbis contact form to the Hubspot form.

To create the mapping, continue from Step 3 above:

1. Click one drop-down menu box. A list of data fields displays.
2. Select the Hubspot data field you want to link to the Sinorbis contact form data field.
3. Repeat for all fields.
4. Click Confirm to save. A popup box message displays.
5. Click OK to confirm. The Forms page displays.

5  Locating the Hubspot integration icon

There are two ways to see if the Sinorbis contact form is connected to a Hubspot account. The first way is to look for the Hubspot icon. Locate the contact form you linked to a Hubspot form (Step 4 above). The Hubspot icon should be visible beside the form name.

6  Testing the integration

The second way to test integration is to submit test data via the Sinorbis contact form. If successful, you should see data appear on the Sinorbis and Hubspot accounts. Note: this test works only if the webpage is published.

On the Forms page, locate the form row and click the page link. That web page displays.

1. Enter basic information in the form. Click Submit.
2. Go back to the Sinorbis Forms page.
3. Hover the mouse pointer on the contact form you are testing. 
4. Click the View Submissions link. The Form Submissions page displays.
5. Locate the record you entered as test data. It should be at the top of the list.
6. Click the View Submitted Data link. The Submitted Data page displays on the right side of the screen.

Email notifications

During the testing process, you might receive an email notification. The email message tells you someone has submitted a form. Email notification is an option that you can set while customising a Sinorbis contact form. For more information, see:

• Customising a Contact Form (step 3)

Forms on which page?

Forms are not edited on the Forms page. Instead, you open the webpage which holds a form. Then you edit the form.

Here's a tip if you can't remember which page holds the form you want to change. 

1. Go to ENGAGE > Forms. The Forms page displays.
2. Locate the form you want to edit. 
3. On the same line, check the form's page name.

1. Go to PUBLISH > Website Content > Manage. The Website Content page displays.
2. Locate the page with the form you want to edit.
3. Hover the mouse pointer on the page. The toolbar displays.
4. Click Edit. The page opens in the Edit Content area.
5. Locate the form on the webpage and then edit.

7  Viewing test data on the Hubspot account

Step 6 above shows you how to verify the Sinorbis contact form is collecting data. The next step is to find the same information on Hubspot.

1. Login to your Hubspot account.
2. Click the Marketing tab on the top-level menu. A drop-down menu displays.
3. Select Forms on the drop-down menu. The Hubspot Forms page displays.
4. Hover the mouse pointer on the form linked to your Sinorbis contact form. An Action button displays.
5. Click the Action button. A menu displays. 
6. Select View Submissions.
7. Locate the test record. It should be at the top of the list.
8. Hover the mouse pointer on the record and then click View Submission. The Submission Details page displays.

8  Removing Hubspot integration

You can remove contact form integration with HubSpot. Removing the integration does not change the contact form on your Sinorbis or Hubpost accounts.

1. Go to the Forms page on the Sinorbis platform.
2. Hover the mouse pointer on the contact form you want to edit. The Integrations link displays.
3. Click Integrations. 
4. Click Remove integration.
5. Click Yes in the confirmation box. The Forms page displays. The Hubspot integration icon is now absent.

9  Adding a data field to a form

It is possible to add a data field to a published contact form and link it to a Hubspot form. Though possible, we suggest you add or edit forms during the testing process and not after the form has been used by website visitors to submit data. When you add a new data field to a form, you cannot capture information from people who already submitted a contact form. 

Adding a new data field is a three-step process.

Step 1 Change the Sinorbis contact form

1. On the Sinorbis platform, go to the Website Content page.
2. Hover the mouse pointer on the page that contains the contact form you want to change and then click Edit. The webpage displays.
3. Scroll down to the contact form and then click the form once. The Form Components panel displays on the left side of the screen.
4. Select the component you want and drag it to the contact form.
5. Customise the form as required.
6. Click Save at the button of the contact form.
7. Scroll up to the top of the page and click Publish.

Step 2 Change the Hubspot form

1. Login to your Hubspot account.
2. Click the Marketing tab on the top-level menu. A drop-down menu displays.
3. Select Forms on the drop-down menu. The Hubspot Forms page displays.
4. Hover the mouse pointer on the form that is linked to the Sinorbis contact form. 
5. Click the name of the form you want to change. The Edit page displays.
6. Select the component you want and then drag it to the form. Customise as required.
7. Scroll to the top of the page and click Publish.

Step 3 Update integration mapping

1. Go back to the Sinorbis website and then open the Forms page.
2. Hover the mouse pointer on the form you changed. Click the Integrations link. A popup box displays.
3. Click Configure Field Mapping.
4. The mapping popup box displays all data fields, including the new additions.
5. Click the drop-down menu beside the new data field and then select the matching Hubspot data field.
6. Click the Confirm button.
7. Click OK in the confirmation popup box.

10  Deleting a data field

It is possible to delete a field from the Sinorbis contact form. No mapping changes are required.

1. Go to the Sinorbis website and then open the Website Content page.
2. Hover the mouse pointer on the webpage that contains the form you want to change. The toolbar displays.
3. Click the Edit button. The webpage displays in the Edit Content area.
4. Scroll down to the contact form.
5. Delete data fields as required.
6. Click Save at the button of the contact form.
7. Scroll to the top of the page and click Publish.