• Resolved glasgoweb

    (@glasgoweb)


    Hi great plugin works really well

    one issue i allow users to signup to my blog and i want to save them in HubSpot as subscribers but it seems your plugin sets them as leads.

    I have tried to submit the form with the lifecycle field using a hidden field set to subscriber but this gets ignored, does your plugin set all contacts as leads.

    thanks
    Will

    https://www.ads-software.com/plugins/gravityforms-hubspot/

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  • Plugin Author Chris Lagasse

    (@soben)

    Yes, currently the only fields that we send to HubSpot are actual text/dropdown/checkbox fields to a one-to-one relationship between the forms.

    None of the extra fields like “lifecycle” are currently checked for or applied. I will look into adding this feature at a later date.

    My plugin doesn’t specify if they’re a “lead” or not, and that is being handled automatically on HubSpot’s side of things.

    Plugin Author Chris Lagasse

    (@soben)

    Glasgoweb,

    I just released a brand new version of the plugin. Unfortunately I have not implemented your feature the way you described it. What you’re hoping for isn’t a setting I can carry over to the form, according to their API: https://developers.hubspot.com/docs/methods/forms/submit_form

    However, as I dug a little deeper, it appears you can do this. It can look a little convoluted, however.

    What you need to do is go to your HubSpot form… add the “Lifecycle Stage” field to your form.

    After adding it, in Gravity Forms, it depends on what your’e trying to do. My impression is that you are trying to mark everyone that submits a particular form ahead in the life cycle… If that is the case, then I would suggest that you make a hidden field in Gravity Forms, and supply it with the value “lead” (or whatever stage you want them to be in… the “value” of the field) in the “default value” section under “advanced” for that field.

    If you click the edit button for the “Life Cycle” field in HubSpot, you can see what the options are (basically, it’s a lowercase, no spaces version of the lifecycle step name)

    And then when you go to your HubSpot settings in WP Admin for the form in question, and connect the two form fields together.

    I just did a test with this with the “Evangelist” lifecycle (to make it extremely obvious that this functionality is working), and it worked great.

    Let me know if you have any other questions ??

Viewing 2 replies - 1 through 2 (of 2 total)
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