ConvertSite
Integrations

Send form submissions to HubSpot

ConvertSite can send form submissions directly to HubSpot as contacts. When a visitor submits a form on your site, their information flows into your HubSpot portal automatically.

How it works

The HubSpot action sends form data to HubSpot's Forms API. You map your form fields for HubSpot contact properties, and each submission creates or updates a contact in your HubSpot database.

Before you start

You'll need three pieces of information from HubSpot:

  • Portal ID — Your HubSpot account identifier

  • Form GUID — The unique ID of the HubSpot form that will receive submissions

  • Private App Access Token — A token that authorizes ConvertSite to send data to your HubSpot account

Find your Portal ID

  1. Log into HubSpot

  2. Click your account name in the top right

  3. Look for Account ID or Portal ID in the dropdown — this is a 7-digit number

Alternatively, your portal ID appears in the URL when you're logged into HubSpot: app.hubspot.com/{portal-id}/...

Create a Private App and get your access token

HubSpot uses private app tokens to authorize external tools. You'll create one that allows ConvertSite to submit form data.

  1. In HubSpot, go to Settings → Integrations → Private Apps

  2. Click Create a private app

  3. Give it a name like "ConvertSite"

  4. Under Scopes, search for and add these permissions:

    • forms — to submit form data

    • forms.uploader — to upload form submissions

  5. Click Create

  6. Copy the access token that appears — you'll paste this into ConvertSite

Store your access token securely. You won't be able to see it again after leaving the creation screen. If you lose it, you'll need to create a new private app.

Find your Form GUID

The Form GUID identifies which HubSpot form receives the submissions.

  1. In HubSpot, go to Marketing → Forms

  2. Create a new form or select an existing one

  3. Click the form to open it

  4. Click Share or look in the URL — the Form GUID is the long string after /forms/

Example: If the URL is app.hubspot.com/forms/1234567/abc123-def456-..., the Form GUID is abc123-def456-...

Configure the Send to HubSpot action

Once you have your credentials, configure the action in ConvertSite:

  1. Add a button to your calculator or form

  2. Under Button click action, click Add an action

  3. Select Send to HubSpot

  4. Enter your Portal ID

  5. Enter your Form GUID

  6. Paste your Private App Access Token

Map your fields to HubSpot properties

Under the Fields section, map each ConvertSite field to the corresponding HubSpot contact property.

  1. Click + Add field

  2. In the left field, select the ConvertSite field that contains the data

  3. In the right field, enter the internal property name from HubSpot

Field names must match HubSpot contact property internal names exactly. In HubSpot, go to Settings → Properties → Contact to see the internal names. For example, the internal name for "First Name" is firstname (not "First Name").

Common HubSpot property names

Property Label

Internal Name

Email

email

First Name

firstname

Last Name

lastname

Phone Number

phone

Company

company

Job Title

jobtitle

Test your integration

After configuring the action, test it before going live:

  1. Preview your calculator or form

  2. Fill in the fields with test data

  3. Click the button that triggers the HubSpot action

  4. Check your HubSpot contacts for the test submission

Prevent submissions from landing in spam

When you embed a HubSpot form on an external site like ConvertSite, HubSpot needs to recognize the domain as a trusted domain. If the domain isn't registered, HubSpot may filter submissions as spam with the spam type Unregistered Site Domain.

Add your ConvertSite domain as a trusted domain

  1. In HubSpot, go to Settings → Tracking & Analytics → Tracking Code

  2. Scroll to Advanced Tracking

  3. Click + Add domain under Additional site domains

  4. Enter your ConvertSite domain (e.g., yourcompany.convertsite.com or your custom domain)

  5. Click Save

If you're using a custom domain, add that domain. If you're using a ConvertSite subdomain, add the full subdomain (e.g., app.convertsite.com if that's where your form is hosted).

Check for helper domains on some platforms

On some website platforms, embedded forms may submit from a helper or iframe domain rather than the visible page domain. If submissions still land in spam after adding your main domain:

  1. In HubSpot, go to Marketing → Lead Capture → Forms

  2. Click the form, then open the Spam submissions tab

  3. Open a spam submission and check the spam type and detected domain

  4. Add the exact detected domain to Additional site domains

Troubleshooting

Submission fails with "HubSpot portal ID is not configured"

The Portal ID field is empty or incorrect. Return to the action configuration and verify you entered your 7-digit portal ID.

Submission fails with "HubSpot access token is not configured"

The Private App Access Token field is empty. Paste the token you generated when creating the private app in HubSpot.

Submission fails with "HubSpot form GUID is not configured"

The Form GUID field is empty or incorrect. Copy the GUID from your HubSpot form's URL or share dialog.

Submission fails with a 401 or 403 error

Your private app token may not have the correct permissions. In HubSpot, edit your private app and verify it has forms and forms.uploader scopes. Save the changes and test again.

Submission succeeds but data doesn't appear in HubSpot

Your field names may not match HubSpot's internal property names exactly. Check the internal names in HubSpot's property settings and update the field mappings in ConvertSite.

Submissions are landing in HubSpot's spam folder

This usually means your ConvertSite domain isn't registered as a trusted domain in HubSpot. Check the spam type in HubSpot's spam submissions tab:

  1. If the spam type is Unregistered Site Domain, add your ConvertSite domain to Additional site domains (see the "Prevent submissions from landing in spam" section above).

  2. Open the spam submission to see the exact domain HubSpot detected, then add that exact domain (including any subdomains).

How do I create custom properties in HubSpot?

If you want to map ConvertSite fields to custom HubSpot properties, create them first in HubSpot:

  1. Go to Settings → Properties → Contact

  2. Click Create property

  3. Set the label and field type

  4. Note the Internal name that HubSpot generates

  5. Use this exact internal name in your ConvertSite field mapping

Next steps

  • Set up email notifications when submissions arrive in HubSpot

  • Create HubSpot workflows that trigger when contacts are created via form submission

  • Add conditional logic to your ConvertSite forms to route different submissions to different HubSpot forms

Was this helpful?
Was this helpful?