We are in the process of migrating to HubSpot, and we are looking to have HubSpot forms on external site pages. Some of the submissions need to go to Salesforce CRM and some submissions will need to go to a data warehouse (form subs will not go to both, it’s either one or the other).
What is the best way to do that? Is there documentation on that?
Hi @CSchroeder4,
If you are using HubSpot Forms, data will go into Hubspot CRM. From there you’ll be using Salesforce Sync or API to sync with SFDC and your Data Warehouse.
To distinguish between the two locations you want to send data, you could use a custom property on the forms (ensuring it’s hidden), then use that property as the filter to distinguish where to sync it to. HubSpot CRM will contain all the data still.
@CSchroeder4 You might consider using an app called Database Sync for HubSpot to sync your forms data to your data warehouse. Cost $49 per month for daily sync and faster rates are available.
Hi @CSchroeder4
A clean approach is to let every form submission first land in HubSpot, then branch it downstream based on a hidden routing property (for example, “Destination = Salesforce” or “Destination = Warehouse”). HubSpot’s native Salesforce connector handles CRM sync, while the warehouse side can be automated through a webhook workflow or an external integration using the HubSpot Forms API
(Accounts Dashboard | HubSpot )
(Accounts Dashboard | HubSpot )
That keeps your form management centralized in HubSpot, avoids duplicating embed logic, and gives you control over routing via workflows or custom code actions. Just make sure both flows respect rate limits and data governance settings, especially if your warehouse relies on batch loads.
If you ever need both pipelines in real time without maintaining separate automations, Stacksync can mirror HubSpot submissions directly to Salesforce or your warehouse as they happen, based on routing rules, while preserving the same form schema on both sides.