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4min

Integrations



Connecting any Serviceform tool with Zapier to any third party (Example with Hubspot)



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On the App & Event, choose the app Webhooks by Zapier and trigger the event Catch Hook, then select Continue:

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Save your tool, go to preview, and complete a full submission to test if the webhook successfully tracks your submission:

 

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On Zapier, click on Test & Review and select the request you want to track.

 

NOTE: At this point you can link to any THIRD party software through Zapier. We'll demonstrate one example with Hubspot.

On point (2), choose app Hubspot and Action Event Create or Update Contact.

Now select continue and choose your Hubspot account:

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If you haven't yet connected your Zapier account, you can Edit Accounts and log in.

 

Continue then to Customize Contact.

 

Here, you should fill in the required fields so the lead successfully integrates with your Hubspot account: 

 

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To enter the Contact Email, you should select the "Customer Email" result.

To enter the First Name, you should select the "Customer Name" result

To enter the Phone Number, you should select the "Customer Phone" result



After you've filled out the data you wanted to, select Done Editing and run the last test.



Now simply turn on your zap and you're ready to go.

Updated 13 Jul 2022
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Connecting any Serviceform tool with Zapier to any third party (Example with Hubspot)