Create or Update a HubSpot Contact from a Typeform Response

Convert Typeform submissions into HubSpot contacts with smart list segmentation based on responses. Send lead data from forms directly to your CRM, update existing contact records, and organize prospects into targeted lists for better follow-up campaigns. Note, it is required that one of the questions in your survey collect an email address.

🔧  Setup is needed:
🔌  Connect with Typeform
🔌  Connect with HubSpot
âž•  Pull in variables from your Typeform survey

Follow the steps below to set up this workflow.

Step 1

In your Typeform account, create a form. Make sure the form collects an email address, first name, and last name.

Step 2

In this template, locate the Form Response Created trigger.

Click Connect with Typeform to connect MESA to your Typeform account.

Log in to your Typeform account. Click Accept when prompted for MESA to access parts of your Typeform account.

In the Form ID field, select your form in the pre-populated list.

Step 3

In the HubSpot Search for Contact step, click Sign in with HubSpot. Log in to your HubSpot account. Select your account and click Choose Account.

In the Value field, click the Insert variable icon on the right side of the field.

Select the Value variable for the Email field from the Form Response Created trigger.

Step 4

In the HubSpot Update Contact step, for each of these fields, select the variables that match the field. 

  • Email
  • First Name
  • Last Name

Step 5

In the HubSpot Create Contact step, repeat the setup you did in Step 4 for the following fields:

  • Email
  • First Name
  • Last Name

Step 6

Click Save changes.

Step 7

At the top or bottom of the page, switch Off to On to turn on your workflow to start automating. The workflow will trigger when a form response is created.

✋  Still have questions? We got you. Email us at contact@getmesa.com where our Customer Success team is happy to help!