Zap + Form + Landing Page

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi - I’m trying to update a spreadsheet each time a user completes a form on a dedicated partner landing page.

- I have ONE form called “partner form”

- I use this form on MULTIPLE different partner landing pages, each with a unique URL

- I want to fire the Zap only when the form is filled out on X specific partner page, and

- I want to pass the url of the page where the form was filled to the spreadsheet

I’ve set up the zap, to trigger when “partner form” is filled out.

However, I’m struggling with the “only when the form is completed on this specific page”.

These properties have been inconsistent:

Web analytics history: Original Source Drill-Down 1

Web analytics history: Latest Source Drill-Down 1

Is there a different property that reliably spits out “this is the url where this form was completed on?”

2

Hey @aorob, thank you for posting in our Community!

To ensure that your Zap only triggers when the form is filled out on a specific partner landing page and to pass the URL of that page to your spreadsheet, you can try using the “Referrer” or “Page URL” property in your Zap setup. These properties typically capture the URL of the page where the form submission originated.

To our top experts, @trevordjones, @james-portant, and @Josh do you have any recommendations for the @aorob matter?

Thank you,

Pam

3

Hey @aorob,

As @PamCotton mentioned, to achieve the desired outcome of triggering a Zap only when a form is filled out on a specific partner landing page and capturing the URL of that page, you should consider using the “Page URL” property from the HubSpot form submission data. This property directly indicates the URL where the form submission occurred, making it a reliable choice for your requirement.

Here are the steps you can follow to set up your Zap correctly:

  1. Ensure the Form Submission Includes Page URL:

    • First, verify that the form submission in HubSpot captures the “Page URL”. This can usually be found in the form submission data under the properties related to form submissions.

  2. Setting Up the Zapier Trigger:

    • In Zapier, choose HubSpot as the trigger app and select the event “New Form Submission” or a similar event specific to form submissions.
    • Connect your HubSpot account and select the “partner form” as the specific form to monitor.

  3. Filter by Page URL:

    • Add a Filter step in Zapier right after the trigger. This is used to ensure the zap only continues if the form was submitted on the specific partner page.
    • Set the filter conditions to check if the “Page URL” matches the URL of the desired partner landing page. You would specify something like Page URL exactly matches https://www.example.com/partner-page.

  4. Action to Update Spreadsheet:

    • If the filter condition is met (meaning the form was submitted on the correct page), continue to an action step where you choose your spreadsheet application (like Google Sheets).
    • Set up the action to create a new row or update an existing one, mapping the “Page URL” and other relevant form data to the respective columns in your spreadsheet.

  5. Testing:

    • Once set up, make sure to test the Zap thoroughly to confirm that it triggers only for submissions from the specified URL and that it captures and passes the correct data to the spreadsheet.

By using the “Page URL” property, you should see more consistent and reliable results compared to using the Web Analytics History properties, which can vary depending on the user’s interaction history and tracking settings. Make sure that the Page URL is being captured correctly in your form submissions in HubSpot, which can be confirmed via the form submission data in your HubSpot account.
Please give me a shout if I can help.
Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in…