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Help CenterIntegrationsHubSpotHow to export template submissions and create leads in HubSpot from Mailmodo

How to export template submissions and create leads in HubSpot from Mailmodo

Last updated November 18, 2023

This article tells you how to export template submissions and create leads in HubSpot. 

Prerequisites:

To do the aforementioned functions, you need to first     integrate     HubSpot with Mailmodo. Follow the steps mentioned in     this guide     for the same.

Here is the step-by-step process to export Mailmodo template submissions to HubSpot:

Step 1

Go to Templates from the vertical menu on the left and select the template for which the form submissions are to be exported.

(You can also create a new template and add a form for which the submissions will be exported)

For the purpose of this tutorial, we will select a pre-made template. Click on Edit.

How to export template submissions and create leads in HubSpot from Mailmodo

Step 2: In the template editor page, click on Form submission to external apps button in the top-right corner. This option is only available if your template has a form in it. 

How to export template submissions and create leads in HubSpot from Mailmodo

Step 3: A dialogue box will open. Click on Setup under the Action column.

How to export template submissions and create leads in HubSpot from Mailmodo

Step 4: Click on the pen icon on the top to change the name of the form. The form name will be used to create an equivalent form in HubSpot.

HubSpot would be visible under Integration Platforms. Select it and click on Next-Setup Integration.

How to export template submissions and create leads in HubSpot from Mailmodo

Step 5 After clicking on 'Next' a new pop-up will open where the form questions will have to be mapped to the respective HubSpot Key. For example, the question, "Please enter your name" can be mapped to the "Name" and "Please enter your email ID " can be mapped to the "email ID" keys . Once the mapping is done, click on Save

How to export template submissions and create leads in HubSpot from Mailmodo
Upon successful integration, you will see the integrated app below the form. In case you want to stop, click on the three dots to stop exporting submissions for that form.

Step 6: After clicking on the 'Save' button, HubSpot will get successfully integrated. Next click on 'Send Bulk Campaign' or 'Send Trigger Campaign' to send the campaign to our target audience.

How to export template submissions and create leads in HubSpot from Mailmodo

Step 7:  Add the required campaign details and then click on 'Next'

How to export template submissions and create leads in HubSpot from Mailmodo

Step 8 Select the saved contact list or you can also add new contact list in CSV format to which the mails need to be sent. Then click on 'Next'

How to export template submissions and create leads in HubSpot from Mailmodo

Step 9 After this you can review the content and choose to send the campaign instantly or schedule it for later. After clicking on 'Send Now', the campaign will be successfully sent to your contacts.

How to export template submissions and create leads in HubSpot from Mailmodo

Step 10Once submissions have been made the same will reflect in your HubSpot account. To check this you need to first login to your HubSpot account then go to the tab 'Marketing', under this tab you need to select 'Forms'

How to export template submissions and create leads in HubSpot from Mailmodo

Step 11 After clicking on 'Forms' you will be able to view your form submissions. Select the form for which you need to check the submissions and you will be able to view all the submissions made

How to export template submissions and create leads in HubSpot from Mailmodo

Step 12After clicking on the form, click on the 'Submissions' header, here you will be able to view submissions made with the contact details, conversion page and the date and time of the submissions made. This data can be also be exported to your mail.

How to export template submissions and create leads in HubSpot from Mailmodo

Step 13To check the leads added via template submissions, go to Contacts->More Filters.

How to export template submissions and create leads in HubSpot from Mailmodo

Under contact properties, search for Form Submissions.

How to export template submissions and create leads in HubSpot from Mailmodo

Select the form for which you want to view the leads. Click on Apply filter.

How to export template submissions and create leads in HubSpot from Mailmodo

You would be able to see the leads added in the Contact list.

Henceforth, any submissions and leads generated will reflect in your HubSpot dashboard.

Another thing to note is that for HubSpot, the integration remains active and we only stop exporting submissions for the particular form
Form submissions are tracked at a template level. If multiple campaigns are sent using the same template, then submissions (and leads) will be attributed to the same form in HubSpot.

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