The Problem: We use JotForm and HubSpot. For ease of use, we want to keep as much in HubSpot as possible so our Sales Team doesnt have to juggle mulitple platforms.
The solution: Learn how to embed JotForm Submission Tables in HubSpot Dashboards, like below! It’s actually quite simple.
Here are the articles I used from JotForm and HubSpot:
- How to Embed JotForm Form Submissions (JotForm Help Article)
- How to Embed External Content on a Dashboard (HubSpot Knowledge Base Article)
Steps:
- In your JotForm Submission Table click “Share”
- Edit privacy settings to “Public” for the form to be viewable (or email domain for your company)
- Select “Embed” and copy the embed code.
- Go to your HubSpot Dashboard
- Click “Actions”
- Click “Add external content”
- Click “Other content”
- Title your table and copy the code into the proper fields
- Click “Add”
