- How to automatically update company information in HubSpot with new Jotform submission data
- 1. Set the Jotform trigger as “Form submission received”
- 2. Add “Get company” and "Update company" 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 update company information in HubSpot with new Jotform submission data
Set the Jotform trigger as “Form submission received”
Add the Jotform trigger to initiate your playbook's actions from every new submission.
To do this, click "Add trigger" in your playbook. Select the "Form submission received" trigger option from the dropdown menu under Jotform. It will enable your playbook to automatically identify newly received form submissions and trigger necessary actions.
If you still need to connect your Jotform account to Relay.app, a prompt will guide you through the connection process.
Add “Get company” and "Update company" step in HubSpot
Integrate the HubSpot automation into your playbook to ensure the prompt update of company information in HubSpot with new Jotform submission data.
Click the "Add step" button, then locate "Get company" and "Update company" 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 update company information in HubSpot with new Jotform submission data 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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