Step 1. In the “Integrations” menu, select “Integrated Accounts.”
Step 2. Choose “HubSpot” as your integration option. Click on the “Authenticate your HubSpot Account” button.
Step 3. HubSpot confirmation page will appear. Click on “Connect app” to confirm integration with HIPAAtizer.
Step 4. Navigate to the “My Forms” page. Choose the form you wish to integrate with HubSpot.
Step 5. Click on the “Form Settings” icon for the selected form.
Step 6. Navigate to the “Integrations” tab. Select “HubSpot” as your integration option.
Step 7. Check the “Automatically create or update a contact in your HubSpot account when the form is submitted” box. This reveals the form fields related to the HubSpot integration.
Step 8. Match each form field with the corresponding field in HubSpot. This ensures that data is correctly transferred.
Step 9. Click “Save” to apply your integration settings.
After saving your settings in Step 9, HIPAAtizer will automatically create a new form in HubSpot. You can view and manage this form under Marketing -> Forms in your HubSpot account.
Step 10. Create a test form submission for your integrated form. Click on the “Embed Form” icon to share form via link or QR code.
Step 11. After you’ve submitted the test form, navigate to your HubSpot account. Go to the “Contact” page; a new contact should have been created.
Step 12. To access information on the submission, on the right sidebar click on the “HIPAAtizer” tab. Then, click on “Actions” to download the submission in PDF or CSV, download the access log, view, edit, or delete the submission.
Congratulations! Your HIPAAtizer form is successfully integrated with HubSpot. If you encounter any issues or have questions, contact our support team at support@hipaatizer.com
Still have questions? Contact us