Add or update a contact in HubSpot when a form is submitted

What each client fills in

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

The accounts it needs

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.

After you install it

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

1. Pick the client’s form that starts it
2. Connect the client’s HubSpot, for “Add or update a contact”