Update a contact in HubSpot when a form is submitted

When a form is submitted, update a contact in HubSpot.

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

A form is submitted: Someone sends one of the client’s forms.
Update a contact: Change properties of one contact, found by its id or its email. Properties left out keep their value; a contact that does not exist fails the step.

Nothing to fill in. You pick the form that starts it and connect its accounts.

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

In the client’s HubSpot: Settings → Integrations → Private Apps (Legacy apps) → Create → scopes crm.objects.contacts.write, and for the triggers crm.objects.contacts.read, crm.objects.deals.read and tickets → copy the access token. A private app needs no HubSpot review.

It lands switched off. The client’s checklist holds exactly this:

Get early access and you’ll be among the first in. Early members get a launch perk.