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      Form Integration, Editing, and Removal Methods for HubSpot Integration

      The archive feature is available when you do not want to display the card on the board page or the list page, but you want to keep the card as data. How to check archived cards.

      Integration requires optional contract and team collaboration. For the complete steps, please check the FAQ here.

      Permissions for formrun to map and link with forms

      These are the permissions once team collaboration is complete.

      If team collaboration is not complete, please follow the steps in the FAQ here.

      How to integrate HubSpot with forms

      1. Click "Select" from the Settings page "Team> External Integration" → Click "HubSpot"


      2. Click "Integrate" next to the form you want to integrate
      3. Select the HubSpot object you want to link among "Contacts" and "Companies"



      4. Map (link) formrun data fields to HubSpot properties

        ※ The display names of fields displayed on formrun do not need to match the display names of HubSpot properties.



      5. Select the data storage format → Click the "Next" button in the upper right corner. There are three types of data storage formats:

        • New Only: Create new records only
        • Overwrite Only: Overwrite existing records only
        • Overwrite or New: Overwrite for records with set matching keys and create new records for those that do not exist

          ※ [Overwrite Only & Overwrite or New Selection] Only the fields with values entered in the form will be overwritten; blank fields will not be overwritten.
      6. [Only for Overwrite Only & Overwrite or New Selection] Select the matching key properties
        • Multiple matching conditions can be selected as matching keys
          (If multiple matching conditions are selected, it will be an AND condition)

      7. Enter the email address to which notification emails should be sent in case of an error → Click "Save"



      • If you want to add more email addresses for notifications, click the "+" button to add them.

      Types of HubSpot Properties That Can Be Linked

      Properties types that are not supported in formrun cannot be linked.

      If the data type is "String," reconfigure it before mapping it with the form.

      ※ Other, read-only fields cannot be linked.

      How to Edit a Linked Form

      1. Go to the HubSpot settings page using this method
      2. Click the "Edit" button to the right of the form name you want to edit

      For linked forms, the following four fields can be changed:

      • Linked Object ("Contact" or "Company")
      • Mapping (linking) with form fields
      • Data storage format
      • Email address for error notifications ※ Click "Next" for object linking to access the settings page.

      How to Unlink a Linked Form

      Unlinking a form will also unlink it from the mapped form fields.

      Please note that once unlinked, it cannot be undone or restored.

      1. Go to the HubSpot settings page using this method
      2. ① Click the "▼" button to the right of the form name you want to edit
        ② Click "Unlink Form"

      Team and HubSpot unlinking require separate steps.

      For detailed instructions, please refer to "FAQ: Team Integration and Unlinking for External Integration" here.

      Other

      For an overview of this feature, please refer to "FAQ: What is HubSpot Integration?" here.

      If you cannot find a solution by viewing this page, please refer to "FAQ: Frequently Asked Questions - HubSpot" here.