HubSpot functions as a comprehensive CRM platform that incorporates a variety of software, integrations, and tools, enabling seamless connectivity between marketing, sales, content management, and customer service.
https://youtu.be/V6ZIKISqmHk?feature=shared
In your Fillout dashboard, click + Make a Fillout followed by Connect and choose HubSpot.
Choose your theme (don’t worry, you can always change this later). Then, choose a HubSpot account to connect your contacts table to Fillout.
<aside> 🔧 Troubleshooting: Unable to connect? Try ensuring that you’re logged into your HubSpot account before connecting, and try again. Contact [email protected] for help.
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Fillout will pull your questions (and answer options, when present) directly from your HubSpot table. Your HubSpot properties will now appear in the left sidebar of your Fillout form editor. Simply drag & drop to start building your form.
To connect a new question or field to your HubSpot contacts, or check an existing connection, click the settings icon to open the right sidebar. Click Connected to view the Property to connect to.
Custom properties created in HubSpot should be marked to Use in forms, and bots, to use in Fillout forms.
<aside> 💡 Tip: To update your Fillout form with changes from your HubSpot contacts table, click the Refresh HubSpot Connection icon 🔄 or refresh the page.
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