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Hubspot update deals

  • August 29, 2024
  • 1 reply
  • 23 views

Hi everyone!

I’m writing with a question about integrating with HubSpot—maybe someone can help!

We want to use Typeform after registration on our website (i.e., after filling out our form, a survey will open up). After completing the survey, the data should be sent to an existing deal or contact.

Our question is: How can we set up Typeform so that it doesn’t create a new contact or deal, but instead updates an existing one?

Or is this not possible to do?

1 reply

Liz
Community Team
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  • Tech Community Advocate
  • 15035 replies
  • August 29, 2024

Hi @Mark Holub Happy little Fri-yay! I hope you’re having a good one. 

When you set up the Hubspot integration, there will be a section under the field mapping that will ask if you want to update existing contacts: 

This photo just shows matching via first name and phone number, but you can set this to whatever fields you want to be sure are exactly the same. 

A question for you - are you implementing workflows/automations after the contact has submitted a response to your typeform? 👀


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