APIs & Integrations

pablom
Member

How to correctly integrate the FORMS API on our website forms.

SOLVE

I am trying to understand how to integrate correctly the FORM API to my Sign Up.

Our sign up currently has two steps. On the first step we ask basic info (name, email) on the second step we ask for more custom properties (which product interests them, how they heard about us, etc.). 

 

From what I can read hear: https://developers.hubspot.com/docs/methods/forms/submit_form_v3 I undertand the paramenters that are necessary.

 

I am wondering the following: In order to correctly create the contacts with the right contact properties when users sign up on our two step sign up what is the correct process that I need to take? Is it this one:
1) Create two parrallel forms on hubspot, one for each of our two sign up steps
2) Create the custom contact properties with the correspoding answers in hubspot, so that information can be transfered over when users fill out the form
3) Have our developers integrate the Contact API, Contact Properties API, and the FORM API. 

Can you please clarify if that is the correct steps? Or am I missing something? Is something not necessary? 

 

THANKS!

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derekcavaliero
Solution
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

How to correctly integrate the FORMS API on our website forms.

SOLVE

That sounds pretty correct - though you might not need to use the Contacts API at all.

 

HubSpot uses email address as a unique identifier for de-duplication purposes, so if you just carry the email value through into a hidden field of step #2 and map that into the corresponding HubSpot form - HubSpot's software is smart enough to connect the dots and update the appropriate contact record without having to do a manual contact "upsert" via the Contacts API.

 

So it actually may be more simple that you initially thought.

Derek Cavaliero
Director of Engineering

WebMechanix
www.webmechanix.com

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derekcavaliero
Solution
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

How to correctly integrate the FORMS API on our website forms.

SOLVE

That sounds pretty correct - though you might not need to use the Contacts API at all.

 

HubSpot uses email address as a unique identifier for de-duplication purposes, so if you just carry the email value through into a hidden field of step #2 and map that into the corresponding HubSpot form - HubSpot's software is smart enough to connect the dots and update the appropriate contact record without having to do a manual contact "upsert" via the Contacts API.

 

So it actually may be more simple that you initially thought.

Derek Cavaliero
Director of Engineering

WebMechanix
www.webmechanix.com
pablom
Member

How to correctly integrate the FORMS API on our website forms.

SOLVE

Thanks!!

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