Connect HubSpot to WordPress with WPOS. Manage contacts and deals, prepare email campaigns, and configure a lead handoff from your site.
Your website starts the conversation; your CRM keeps it moving. WPOS lets you work with HubSpot contacts, companies and deals from the same conversation you use to manage WordPress. A form-to-CRM workflow can connect the two, with the field mapping and trigger defined for your site.
A HubSpot account. The free CRM tier works for contacts and companies. Deals and tickets depend on your subscription. Super Admin, or a user with permission to install integrations. Know which HubSpot account you mean, and create it before you start rather than during the flow.
Choose HubSpot in Settings → Connectors. Sign in to an existing HubSpot account, confirm the correct account and approve the requested CRM permissions. Create a new HubSpot account before starting the connection flow.
For this contact form, map name, email and company to HubSpot. Show the mapping and create a test contact before enabling the handoff.
Check the new contact in the intended HubSpot account, confirm the field values and any linked deal, then test the form-to-CRM handoff separately.
Use the connected account for a specific task, with the permissions and plan available to you.
Create or update CRM records while working on the site, using the details you choose to send.
Create a deal for a qualified enquiry or move an existing deal through the appropriate sales stage.
Prepare campaigns for leads in your CRM. Available features and sending permissions depend on the HubSpot account.
Define a workflow that passes selected WordPress form fields into contacts and deals, then test it against the correct CRM account.
Connection requirements, workflow limits and troubleshooting from the WPOS documentation.
Connect HubSpot to WordPress with WPOS. Manage contacts and deals, prepare email campaigns, and configure a lead handoff from your site.
Choose HubSpot in Settings → Connectors. Sign in to an existing HubSpot account, confirm the correct account and approve the requested CRM permissions. Create a new HubSpot account before starting the connection flow.
Connecting HubSpot gives WPOS access for your requests. Automatically processing every form submission requires a configured trigger and field mapping; it is not enabled just by signing in.
The most damaging mistake here, because writes go to a live CRM. Disconnect immediately, reconnect, read the account name, and clean up any records created in the wrong account.
Expected when you create the account mid flow. Close the popup, return to Connectors, and press Connect again.
Your subscription tier does not include the object you are reaching for. Deals and tickets need paid tiers.
Connect your account and give WPOS a specific WordPress task. Start free with 5,000 credits, one live site and a staging sandbox.
Start free