Everest Forms Hubspot GPL v1.0.2

Everest Forms HubSpot GPL Overview

The Everest Forms HubSpot GPL addon allows seamless integration between Everest Forms and HubSpot CRM, enabling you to automatically send form submission data directly to your HubSpot account. This powerful integration helps streamline your lead management and enhances the way you handle contacts, making it easier to track and engage with users who interact with your website forms.

Key Features of Everest Forms HubSpot GPL:

1. Seamless HubSpot CRM Integration:
   • Effortlessly sync form submissions from Everest Forms to your HubSpot CRM account. This allows you to manage and organize your contacts directly within the HubSpot dashboard.
2. Multiple HubSpot Account Integration:
   • Connect multiple HubSpot accounts with Everest Forms. You can send form data to different accounts based on your needs, making it more flexible for businesses with multiple HubSpot CRM instances.
3. Customizable List Selection:
   • After a form submission, you can select the specific HubSpot list where the user’s data will be sent. This allows for precise organization of contacts within your HubSpot CRM.
4. Field Mapping:
   • Map HubSpot list fields with Everest Forms fields to ensure that the data flows correctly between the form and HubSpot. This prevents errors and ensures accurate data transfer.
5. Conditional Logic for Data Transfer:
   • Set up conditional rules to send data to HubSpot only when specific conditions are met. For example, you can send data only if the user’s Name, Email, Subject, or Message matches certain criteria, ensuring that only relevant submissions are sent to your CRM.

Benefits of Using Everest Forms HubSpot GPL:

• Efficient Lead Management:
  • Automatically add form submissions to HubSpot CRM, allowing you to manage leads and contacts without manual data entry. This helps you track interactions and follow up with potential customers more effectively.
• Multiple Account Support:
  • For businesses with more than one HubSpot CRM account, this addon allows you to connect and send form data to the appropriate account, ensuring your leads are routed to the correct dashboard.
• Accurate Data Transfer:
  • With field mapping and conditional logic, you can ensure that the data from your forms is correctly mapped to your HubSpot CRM lists, minimizing errors and improving the quality of your lead data.
• Customizable Workflow:
  • The ability to choose specific HubSpot lists for each form submission allows you to organize your contacts based on different criteria, improving the efficiency of your CRM workflow.
• Enhanced Automation:
  • By automating the process of adding contacts to HubSpot CRM, you save time and reduce the risk of missing or mismanaging important leads. This integration helps keep your CRM up-to-date without requiring manual intervention.

Conclusion:

The Everest Forms HubSpot GPL addon is an invaluable tool for businesses looking to integrate their Everest Forms submissions with HubSpot CRM. By automating the process of adding form data to your CRM, you can streamline lead management, improve data accuracy, and enhance your overall customer relationship management strategy. With features like multiple HubSpot account integration, field mapping, and conditional logic, this addon provides flexibility and control, making it easier than ever to manage your contacts and leads directly from your website forms. Whether you’re a small business or an enterprise, this integration helps you stay organized and efficient in managing your customer interactions.