- How to automatically create a new record in HubSpot every time a form submission is received in Jotform
- 1. Set the Jotform trigger as “Form submission received”
- 2. Add the “Create record” step in HubSpot
- 3. Activate your playbook
- Learn more about integrating with HubSpot and Jotform
- Related blog posts
- More how-to guides featuring HubSpot and Jotform
How to automatically create a new record in HubSpot every time a form submission is received in Jotform
Jotform > HubSpotForm submission received
Create recordSet the Jotform trigger as “Form submission received”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the Jotform trigger to initiate your playbook's actions every time a form submission is received. Click "Add trigger" in your playbook and choose "Form submission received" from the dropdown menu under Jotform.
If you still need to connect your Jotform account to Relay.app yet, a prompt will guide you through the process.
Add the “Create record” step in HubSpot
Integrate the HubSpot automation into your playbook to ensure the prompt creation of a new record in HubSpot every time a form submission is received in Jotform.
Click the "Add step" button, locate the “Create record” automation for HubSpot, and input the mandatory and relevant details.
If your HubSpot account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your HubSpot account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a new record in HubSpot every time a form submission is received in Jotform without requiring manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.
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