Salesforce and HubSpot walkthroughs

Watch the existing Formbot connection demos.

Open this guide in the help center →

When to use this. You want to understand a CRM connection before configuring it.

What you’ll need. A Formbot account and the relevant CRM account for your later test.

  1. Choose a walkthrough

    Watch the Salesforce or HubSpot video below to understand the connection flow.

  2. Prepare your accounts

    Use the intended Formbot account and CRM account. Confirm you have permission to connect the systems and create sample records.

  3. Try a controlled example

    Use sample data and verify the destination record before using the connection with customers.

  4. Get setup help

    If your workspace differs from the video, contact the Formbot team with the app, intended CRM, and the step where you need help.

How to know it worked

You understand the flow and can verify a sample record at the destination.

Features covered

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